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Level 2

How do I add sales tax to estimates in qb online? I've followed the steps and it doesn't seem to be calculating. Thanks.

 
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Best answer 01-13-2020

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QuickBooks Team

How do I add sales tax to estimates in qb online? I've followed the steps and it doesn't seem to be calculating. Thanks.

Hey there, @tommy-wilkerson.

 

I'm happy to help you apply the sales tax to invoices. 

 

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

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

Here's a helpful link that gives more information on taxes: Apply sales tax rates to transactions and sales forms.

 

That's all there is to it if you have any other questions, I'm only a few clicks away.

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Level 2

How do I add sales tax to estimates in qb online? I've followed the steps and it doesn't seem to be calculating. Thanks.

Thanks for the quick reply. I'm trying to add sales tax to an estimate, not an invoice. I've done all those steps. The line items are marked taxable. When I open the estimate, there is now a line item at the lower right corner for sales tax, which is good, but it is not calculating. It still shows $0. There is a small blue link below it that says "see the math" but it does not seem to work either. Thanks.

View solution in original post

4 Comments
Highlighted
QuickBooks Team

How do I add sales tax to estimates in qb online? I've followed the steps and it doesn't seem to be calculating. Thanks.

Hey there, @tommy-wilkerson.

 

I'm happy to help you apply the sales tax to invoices. 

 

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

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

Here's a helpful link that gives more information on taxes: Apply sales tax rates to transactions and sales forms.

 

That's all there is to it if you have any other questions, I'm only a few clicks away.

View solution in original post

Highlighted
Level 2

How do I add sales tax to estimates in qb online? I've followed the steps and it doesn't seem to be calculating. Thanks.

Thanks for the quick reply. I'm trying to add sales tax to an estimate, not an invoice. I've done all those steps. The line items are marked taxable. When I open the estimate, there is now a line item at the lower right corner for sales tax, which is good, but it is not calculating. It still shows $0. There is a small blue link below it that says "see the math" but it does not seem to work either. Thanks.

View solution in original post

Highlighted
Level 2

How do I add sales tax to estimates in qb online? I've followed the steps and it doesn't seem to be calculating. Thanks.

Figured it out. The estimate was created before the sales tax was set up for the line items, so it wasn't calculating. All new estimates are working properly. Thank you!

Highlighted
QuickBooks Team

How do I add sales tax to estimates in qb online? I've followed the steps and it doesn't seem to be calculating. Thanks.

Thank you for reaching back out, @tommy-wilkerson.

 

I’ve got you covered with adding sales tax to an estimate. 

Here’s how:

 

  1. Go to Edit, then Preferences.
  2. Click Sales Tax, then Company Preferences.
  3. Choose Add sales tax item.
  4. Under Type, choose Sales Tax Item. Then, type the Sales Tax Name, Description, Tax Rate (%), and the Tax Agency (the vendor that you collect for).
  5. Pick OK.

 

Let me know if you have any other questions.  

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