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Add or edit a sales tax rate in the QuickBooks Online app (iOS only)

Learn how to add or edit a sales tax rate using the QuickBooks Online app.

Do you want to add or change a sales tax rate using your iPhone or iPad? In this article, we'll show you how using the QuickBooks Online app.

Add a sales tax

iPhone

  1. From the Menu ☰, select Settings.
  2. Select Tax Rates.
    • Note: If this is your first time, you'll see an introductory screen: select Add tax rate to get started.
  3. Select Add a new tax rate, then choose whether that rate is Single or Combined.
  4. Select +, then select Single sales tax rate or Combined sales tax rate.
  5. Enter the following information about the sales tax rate:
    • Single rate: Add the information for each component (Tax Rate name, Agency, and Rate).
    • Combined rate: Add the information for each component (Combined Tax Rate name, Tax Rate Name, Agency, and Rate).
      • Note: Combined sales tax rates can include new and existing rates.
  6. Select Save.

iPad

  1. From the Menu ☰, select Settings.
  2. Select Tax Rates.
    • Note: If this is your first time, you'll see an introductory screen: select Add tax rate to get started.
  3. Select Add a new tax rate, then choose whether that rate is Single or Combined.
  4. Select New Tax, then select Single Rate or Combined Rate.
  5. Enter the following information about the sales tax rate:
    • Single rate: Add the information for each component (Tax Rate name, Agency, and Rate).
    • Combined rate: Add the information for each component (Combined Tax Rate name, Tax Rate Name, Agency, and Rate).
    • Note: Combined sales tax rates can include new and existing rates.)
  6. Select Save.
Note: Use a Combined tax rate if your tax agency makes you break down this tax into multiple parts, such as city, county, and state taxes.

Change a sales tax rate

iPhone

You can edit single and combined sales tax rates (including their names). However, you can't edit the name of a tax agency associated with the rate.

  1. From the Menu ☰, select Settings.
  2. Select Tax Rates.
  3. Select the rate you want to edit.
  4. Select Edit ✎, then make your changes.
  5. Select Save.

iPad

You can't edit a sales tax rate on the iPad. However, you can edit a sales tax rate from QuickBooks Online on the web.

  1. From a Mac or PC, sign in to QuickBooks Online.
  2. Select Sales Tax.
  3. Select Add/edit tax rates and agencies.
  4. Select the sales tax rate you want edit.
  5. Select Edit.
  6. Make your changes, then select Save.

Change a sales tax rate in a transaction

You can also add or edit a sales tax rate within a transaction including estimates, invoices, and sales receipts.

iPhone

  1. From the Menu ☰, open the estimate, invoice, or sales receipt with the sales tax rate you want to change.
  2. Select Edit ✎. A list of tax rates will appear.
  3. Choose the tax rate you want from the list, or select + to create a new tax rate.
  4. Edit the rate.
  5. Select Save.

iPad

  1. From the Menu ☰, select Sales.
  2. Select the estimate, invoice, or sales receipt with the sales tax rate you want to change.
  3. Select Edit ✎.
  4. Next to Tax, select the tax rate to see the list of available tax rates. If there is no tax available, select Choose Tax.
  5. Choose a tax rate from the list, or select Create a new Tax Rate to create a new one.
  6. Select Save.

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