All non-taxable products on estimates and invoices are still showing a T by their price. This is not affecting sales tax calculations. Who can fix this issue?

Hello there, @smittysauto. I would like to provide you with some useful insights on how to resolve the issue you're facing with QuickBooks.

Even if your customer is set up as tax-exempt, QuickBooks may still automatically mark the invoice or estimate as taxable. In order to avoid this, you will need to manually uncheck the Tax box before saving the transaction. I have attached an image for your reference.

It is important to ensure that your customers are fully tax-exempt. Make sure that the product/service is set up correctly with the appropriate tax mapping to make it eligible for tax exemption. Verify if your customer has a valid address, as a missing or invalid one could cause QBO to use a default tax rate for the company.

Furthermore, you can refer to this article for more guidance and information about sales tax:

• Add sales tax categories to your products and services
• Edit customer information

Please reach out to us if you need further questions regarding sales tax in QBO. We're always here to help you. Have a good one.

Thank you for your response, but that is not the issue. The issue is that even when the items are not "checked," the estimate/invoice print out with a T next to the items that are not checked as taxable. Thankfully, this is NOT affecting the sales tax calculation. It seems like a print glitch. It only happens in the new design for estimates and invoices, not on the sales receipts.

We are delighted to see you in our Community space, @smittysauto10. We understand that encountering runtime issues while printing estimates or an invoice can be time-consuming.

We appreciate you choosing QuickBooks Online (QBO) to assist you in managing your business operations. We recognize the importance of efficiently utilizing the program without any difficulties. Occasionally, QuickBooks may exhibit unusual behavior due to browser-related issues. In such cases, you can resolve the problem by following some basic troubleshooting procedures.

To begin, please log into your account and attempt the activity again using a private window. The keyboard shortcuts for different browsers are as follows:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + H

If it works, return to your regular browser and clear your browser's history to start afresh. We also suggest using a different supported browser because the QuickBooks version you're utilizing now may have a temporary malfunction.

Feel free to read the following articles that guide managing sales tax-related tasks:

• Understand and set up sales tax exemptions in QuickBooks Online
• Learn how QuickBooks Online calculates sales tax.

Furthermore, you can easily check your sales tax payable by sales tax liability report. This report allows you to verify the accuracy of your records before submitting your tax return.

Keep us updated if you encounter any other challenges in managing sales tax in QuickBooks, @smittysauto10. The Community is always ready to assist you, and we wish you success in your business endeavors. Take care!

I am also having this exact problem and I tried the incognito window to test it and it did not disappear.  Anything else to suggest?  Nothing is set up to be taxable and nothing is reports in my tax reports, but the T remains.

I have another fix for you to remove the T besides the amounts on invoices in QuickBooks Online (QBO), @kbeach1999.

Regardless of whether the item is set as taxable or non-taxable, we'll need to ensure that the Tax column on the invoice is unchecked. This way, we can print the transaction without any indication of it being taxable.

After that, let's save the invoice and take a look at the changes by tapping the Print and download option.

If the issue persists, let's clear your computer's cache to give it a fresh start and fix common browser-related performance issues. Opting for another supported browser is also a good choice to see if the following changes display the same results. 

Furthermore, learn to record invoice payments once your customer decides to pay. It’s a good practice to record them immediately to maintain accurate records.

I would love to assist you further if you have additional queries concerning invoices or any QuickBooks-related matters. The Community is available 24/7 to help. Take care!

That box is not checked.  These are services that have never been taxable and all of a sudden they are now showing as taxed on invoices...while not actually calcualting any tax.  I tested rebuilding one of these servies to test if something was changed in the back end (which clearly it has) and I had the same reult.  The T is still showing next to that line item for that new test service.  Thoughts?

We recognize the importance of efficiently utilizing the program without any difficulties, @kbeach1999.

Upon checking on our end, we have identified similar cases to what you are currently experiencing. With that said, I recommend contacting our customer support team for assistance in addressing your concerns and for them to conduct an investigation into this matter.

1. In your QuickBooks Online (QBO) company, go to Help (?).

2. Select either of these tabs:

• Assistant tab and type Talk to a human.
• Search tab and click on Contact Us to connect with a support expert.

3. Choose how you want to reach us (phone or chat).

In addition, feel free to check this article for you to track your sales tax automatically: Use automated sales tax on an invoice or sales receipt in QuickBooks Online

If you have further questions about managing your sales tax in QBO, you can comment below, and we'll respond to you as soon as possible.

They need a case number or something - he had no idea how to help.  Can you just add my information to the ongoing issue so I can get updates?

Hello there, kbeach1999.

This is not the type of service I want you to receive from the support team dealing with your concern. I can also understand how crucial it is to enter your information so that you can stay up to date on any concerns with the sales tax data in QuickBooks.

Please note that the QuickBooks Community space is a public forum. For security reasons, we are unable to request your complete information here. I recommend contacting our QuickBooks Support Team again, as they are the best support group for such questions and can request account details. This allows them to investigate the cause of why non-taxable products are showing as taxable in the sales entries. They can also add you to the list of affected users if needed to get updates.

In case you need steps on how to modify sales tax rates in QBO to make sure you collect the right amount, you can read this article: Edit sales tax rate in QuickBooks Online.

Please add a comment below or keep posted if you have additional questions or concerns about managing your tax data in QBO. It's my pleasure to help you further, kbeach1999. Take care!

"Identified similar cases...". The issue with the "T" showing up even with non taxable items and with tax exempt clients is causing issues with invoice and estimate creation with ALL QBO users. It is ridiculous that QB knows there is an issue with the new invoice/estimate forms, yet FORCES users into the new forms even with these known issues. In addition, this issue has been reported to QBO for MONTHS (since before January 2024) and nothing has been corrected.
To tell someone who is reaching out for help to contact your support team and have them spend their time trying to find a fix for an issue that QBO knows about and has not corrected up to this point is ludicrous and a waste of time.

Issue has been ongoing since Sept-Oct 2023. We had to take a different direction because the issues had not been resolved by end of 2023.