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Level 1

How to add multiple tax types to one invocie

I am running Quickbooks Enterprise 2020.  When i create a sales invoice, i can only add invoice lines with the same sales tax. 

 

I want to be able to be able to add an invoice line for my goods and a separate line for shipping with a different tax type.  

 

Can someone please tell me how to enable this?

 

Many thanks!

Anthony

3 Comments
Moderator

How to add multiple tax types to one invocie

 Hello, Anthony. I've got a way you may consider doing it.

 

You'll want to create a sales tax item with a 0% rate and assign that to the customer on the invoice. List the items for rate 1, follow with a sub-total item that has a sales tax item for rate 1. Do the same steps with items 2, 3, etc.

 

If you haven't turned on the sales tax feature, here's how:

 

  1. Navigate to the Edit menu and pick Preferences to select Sales Tax.
  2. Choose the Company Preferences tab to mark the radio button for Yes in the Do you charge sales tax section.
  3. Next, hit the Add sales item button to access the New item window.
  4. From there, choose Sales Tax Items and fill in the field boxes.
  5. Make sure to enter the correct rate.
  6. Click OK.
  7. Follow steps 1-6 from the above process to enter the 0% rate.

For an additional guide, please check it here.

 

Visit us again if you have any other sales tax concerns or any other QuickBooks questions. We're here to help.

Level 1

How to add multiple tax types to one invocie

Thank you, i really appreciate the pointers.  I'll try that.  Ultimately what i am trying to do is get an interface from our print MIS working.  it creates the sales invoice and then it passes it to QB through the CSV upload.  it is failing to pass the tax lines but i figure it's more about the QB setup as i cannot create this manually which would explain why i can't do it automatically.

 

Could there be anything else (configuration wise) that needs to be done to make the upload work in addition to what you outlined please?

QuickBooks Team

How to add multiple tax types to one invocie

Good Evening, @AnthonyLew

 

Thanks for reaching back out to the Community. I hope your day is going well. 

 

Depending on the information that's listed in the Excel CSV file will determine if the file will upload successfully to QuickBooks. Any information coming from a third-party will have to be configured outside of the system. However, my colleague gave some helpful steps on how to resolve this problem with sales tax. 

 

Here are a few articles that may come in handy in the future for your business: 

 

 

After doing the steps my colleague provided, you should be able to get back on track with your business. Should you need any further assistance, don't hesitate to ask. I'm always here to lend a helping hand. Have a great day!

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