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michelle134
Level 1

How can I change my invoices to show the actual tax rate and not just say "tax"

 
9 Comments 9
Jen_D
Moderator

How can I change my invoices to show the actual tax rate and not just say "tax"

I can share some more information about this preference, @michelle134,

 

If you're referring to the Tax column when you create an invoice, this field can't be customized. The tick box is used to tag if a sale is taxable or not.

 

For users using Automated Sales Tax, the rate is displayed below the Subtotal. The amount shown there is based on the billing address or the location of the sale. See this:

 

To learn more about the Sales Tax feature, see this Resource Hub for more information: Manage sales tax in QuickBooks.

 

Let me know if you're referring to a different field. I'll be right here to answer your QuickBooks concerns. Have a lovely week!

michelle134
Level 1

How can I change my invoices to show the actual tax rate and not just say "tax"

I'm talking about the verbiage "TAX" on the invoice line. Am I able to adjust it to say example "TAX 8.25%" ? 

QB Q.jpg

michelle134
Level 1

How can I change my invoices to show the actual tax rate and not just say "tax"

I'm talking about this line on the invoice- Can I change it from TAX to TAX 8.25% ?

 

QB Q.jpg

Rose-A
Moderator

How can I change my invoices to show the actual tax rate and not just say "tax"

Hi, michelle134.

 

I appreciate the screenshot you've provided. You don't need to change anything on your invoice to show the information you need. You just have to make sure that the Tax option right next to the amount column is selected.

z.PNG

 

This will show the tax rate when you preview the invoice. See the sample screenshot below.
x.PNG

 

For your reference, you can take a look at this article to help guide you with utilizing your invoice template in QuickBooks Online as well as on what other information you can add: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to get back to me if there's anything else I can help you with. I'll be around to keep helping. Have a good day!

michelle134
Level 1

How can I change my invoices to show the actual tax rate and not just say "tax"

But I do NEED to change it. My customer is requiring on the invoice for the rate to be called out.  Once the invoice is converted to PDF it only reads TAX. If there answer is "its not possible"  I will have to create another work around. 

FritzF
Moderator

How can I change my invoices to show the actual tax rate and not just say "tax"

Thanks for getting back to us, @michelle134.

 

The steps shared by my colleague above will only work if you're using the old Sales Tax Center. You may be using the automated Sales Tax (new) in QuickBooks Online (QBO) that's why the tax rate isn't showing in the invoice.

 

In this case, the option to add the rate is currently unavailable. You'll only see the total tax amount in the invoice.

 

While the option to go back to the old Sales Tax Center is currently unavailable, I'll go ahead and take note of this. Our Product Developers are always looking for ideas from users on how to improve QBO.

 

For more information about the automated Sales Tax Center, I suggest checking out this article: Set up and use automated sales tax in QuickBooks Online.

 

You can also visit this article that tackles customizing invoices and other sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: https://quickbooks.intuit.com/blog/.

 

Please let me know if you have any other issues or concerns by leaving a comment in this thread. I'll be more than willing to help. Have and amazing rest of the day!

9130 3502 4007 9146
Level 1

How can I change my invoices to show the actual tax rate and not just say "tax"

I am using Quickbooks Online and need to show the tax rate as well on my invoices.  Please get this implemented as an option!

userinfo115
Level 2

How can I change my invoices to show the actual tax rate and not just say "tax"

I also need to be able to show tax rate (as a percentage) per line item. Please get this implemented ASAP!

I can't believe this isn't an option.

Tori B
QuickBooks Team

How can I change my invoices to show the actual tax rate and not just say "tax"

Hey there, @userinfo115

 

Thanks for joining the thread and sharing your concerns. 

 

Although the option to use a percentage per line item isn't available, I have found a workaround that one of our champ users has suggested to other users. The workaround is to create a service item named discount (or tax, whichever works best for you) and link it to a sales income discount account. Then, set the rate to a negative % (-%10). When you click out of the rate box, QuickBooks Online will change that to -0.1. 

 

Once you added the new service item, use it on invoices or sales receipts, enter the amount for the tax as the qty.  

 

If you'd like to see the thread where our champ user has suggested this, here's the link: Solved: How to add a item as a percentage instead of $ amount (intuit.com)

 

However, before using this workaround, please discuss this with your accountant to ensure this workaround will work the right way for you. If you don't have an accountant, don't sweat. You can find one here in our Resource Center

 

I also wanted to let you know that I have gone ahead and submitted this suggestion to our Product Development Team, so this can be considered for a future update. 

 

Please let me know if you have any additional questions or concerns. Take care and have a great day ahead! 

 

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