cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit
9 helpful votes

Apply sales tax rates to transactions and sales forms

After setting up your sales tax rates in the Sales Tax Center, you should now be able to apply them to your transactions in QuickBooks Online.

Don't see these settings? You may be using the Automated Sales Tax feature. Get help with setting up and using Automated Sales Tax in QuickBooks Online.

Apply a sales tax in invoices, sales receipts, estimates and credit memos

  1. Under the Tax column, check the taxable products and/or services.
  2. At the bottom right, select the appropriate sales tax.Note: To add a new sales tax item, select Add New.
  3. Select Save.

Change the taxable status of charges or credits

  1. From the left menu, select Sales, then All Sales.
  2. Find and open the Charge or Credit memo.
  3. Under the Tax column, check the taxable products and/or services, or uncheck if they are nontaxable.
  4. Select Save.

Change the taxable status of unbilled expense charges

  1. From the left menu, select Sales, then All Sales.
  2. Find and open the Billable Expense Charge.
  3. To open the bill marked as billable, select the Bill link at the top.
  4. Under the Tax column, check the taxable products and/or services, or uncheck if they are nontaxable.
  5. Select Save.

Change the taxable status of unbilled time charges

  1. From the left menu, select Sales, then All Sales.
  2. Find and open the unbilled Time Charge.
  3. Check Taxable to make the billable time taxable, or uncheck to make it nontaxable.
  4. Select Save.

What is the letter "T" on a printed or delivered form?

When you preview or print an estimate, invoice, sales receipt, or credit memo, the Amount column includes a letter T next to some of the amounts. The T indicates that a charge is taxable. Its sales tax is included in the Sales Tax amount at the bottom of the form.

Was this helpful?

You must sign in to vote, reply, or post