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To change it in the Item List section:
To change it in the Item List section:
I may be wrong, but wouldn't it be better to de-activate your old rate & create (activate) a new item for your new rate. If not, all your pre-new rate invoices will not retain the old rate description.
Thank you for adding a reply and sharing you thoughts, @Anonymous.
Yes, we can change the sales tax rate by going to the item list and locate the sales tax item we wanted to edit. However, we also have the option to deactivate the old sales tax item with the old rate and create a new one.
Both deactivating and editing the sales tax rate won't affect the previous transactions/invoices created using the old rate. For the detailed process on how to edit the sales tax rate, refer to the steps given above. On the other hand, to inactivate the old sales tax item and rate:
For additional reference about sales tax set up in QuickBooks Desktop, you may check this: Set up sales tax in QuickBooks Desktop.
Our doors are always open here in the Community page. Feel free to click the Reply button if you have any other sales tax questions. Have a good day!
Can the sales tax rate be changed before the effective date? Is there a field to enter the effective date?
Welcome to the thread, @Tamac.
You can change the sales tax rate whenever you'd want. Since when creating a transaction and apply the sales tax, that would be the effective date.
Moreover, you can add a Memo to the transaction to manually track the effective date of the Sales tax.
To edit the sales tax rate, follow the below steps:
For future reference, you can also check out this article and click the Sales tax item drop-down on step 4 for more information: Set up sales tax in QuickBooks Desktop.
I'd be glad to answer should you have any additional questions about the process, just leave a comment below. Have a wonderful day ahead and take care.
Good Evening
We bought a plug in and all the orders that we have in the web page in quick books are invoices but I have a situation that I cannot change the tax rate, also the invoice did not have the tax rate. Could you please help me to add this tax rate?
Welcome to the Community, RonaS.
Let me share with you the steps on how to add the tax rate to your invoices.
Here's how:
You can also edit the tax rate. Please check the steps provided by one of my peers above, MirriamM.
Also, you can check on how to set up sales tax in QuickBooks Desktop.
Feel free to reach back out to me if I can be of more help with adding the tax rates. I'll make sure to get back to you as soon as I can.
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