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Level 2

Removing Tax field in invoice

Started a new company. Have update or input most of the information from my other company (same version of Quickbooks but original templates are from 2004).

Trying to set up the invoices, but can not find how to remove the taxable fields in the invoice. I see no check box in the design layout application.


Help


Jim

Solved
Best answer 12-10-2018

Accepted Solutions
Level 8

Quickbooks>preferences>sales tax, remove the check at "cu...

Quickbooks>preferences>sales tax, remove the check at "customers are charged sales tax"

View solution in original post

10 Comments
Level 8

Quickbooks>preferences>sales tax, remove the check at "cu...

Quickbooks>preferences>sales tax, remove the check at "customers are charged sales tax"

View solution in original post

Anonymous
Not applicable

good job.

good job.
Level 2

The on screen invoice shows a taxable column and a taxabl...

The on screen invoice shows a taxable column and a taxable item drop down choice at bottom of invoice. Neither of these do I need. In my 2004 file running in QB2012Mac these two items do not show up. If I export that invoice and import it into the new company file I am starting the on screen invoice has these taxable items/columns. I see no check box in the template editor to remove them for a printed and or screen invoice.

I am wondering if I have to go back to 2004QB and start a new file and bring that file up to 2012QB.

Jim
Level 2

Another big thank you to skinnyraven for getting me strai...

Another big thank you to skinnyraven for getting me straightened out!

Thanks

Jim
Anonymous
Not applicable

are you trying to add sales tax or delete sales tax?  are...

are you trying to add sales tax or delete sales tax?  are your customers taxable?

Level 15

and specifically which taxable fields are you wanting to...

and specifically which taxable fields are you wanting to get rid of?
there is the tax/no tax for each item, the customer tax code, the sales tax item, and the sales tax field at the very bottom of printed invoice
Level 2

Yes to all, as I do not need them clouding the issue when...

Yes to all, as I do not need them clouding the issue when generating invoices
Anonymous
Not applicable

is your current QB a Mac version?

is your current QB a Mac version?
Level 2

Yes

Yes
Anonymous
Not applicable

Mac is a different animal and a different program.  You s...

Mac is a different animal and a different program.  You should get your answer from a Mac expert.

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