How to Remove “Sales Tax” Line from Non-Taxable Invoices in QuickBooks Online?

Hello, Greg. Thanks for reaching out regarding your experience with the recent updates to the invoice template in QuickBooks Online (QBO). I recognize how having a sales tax line appear on invoices even when there are no taxable items can be inconvenient.

In the Edit view of the invoice, the sales tax field is designed to always be visible, allowing customers to select and enter a tax rate for any taxable items. If the tax boxes for your products and services are left unchecked, you won't see any sales tax reflected in the invoices.

Thus, to ensure that no sales tax appears on your sent invoices, make sure the Tax box is unchecked for those non-taxable items.

Additionally, to ensure that the sales tax label does not appear on the invoice PDF, it's necessary to use the modern template instead of a custom one. This adjustment will help maintain the desired presentation of your invoice. Under the Manage, click Design, then tick the Modern radio button.

For more detailed information on applying sales tax to your sales forms, visit these articles:

• Use automated sales tax on an invoice or sales receipt
• Apply sales tax rates to transactions and sales forms

In case you want to get an in-depth look at the taxes you owe, check out this resource for guidance: Check how much sales tax you owe.

If you have any more insights or questions, whether about invoicing or any other feature, just leave a reply. I’m here to help you streamline your processes and ensure your business thrives in every way possible. Take care, Greg.

Thank you for your response, and your solution shown feels like what worked before this new version of the invoice UI. However, that doesn't match my current experience.

Please see two screenshots, one with the invoice in the Web UI, the second as the generated PDF with a zero sales tax shown. My objective is when there is no sales tax to not have the subtotal and $0 tax item listed when there are no taxable items on the invoice; this was the behavior prior to the update.

Thank you for your help/

Thanks for getting back to us and providing some screenshots, Greg. We appreciate your feedback about removing the subtotal and tax line when viewing the PDF file of your invoice. However, the ability to remove them is currently unavailable. You can send your idea or product suggestion within the program.

Based on the screenshot you've provided, it seems like you're currently utilizing the Fresh Template in QuickBooks Online for invoicing, with sales tax activated. As a result, a tax line appears when printing invoices, even for non-taxable items, due to the system's default settings.

If you would like to remove this tax description, we can submit a product suggestion to our engineering team for consideration. This may potentially lead to an option being added to omit these descriptions when printing invoices in the future.

To send one, here's how:
 

1. Go to the Gear icon menu at the top, then select Feedback.
2. Enter your comments or product suggestions.
3. Click Next to submit feedback.

Additionally, let me include these articles you can check and utilize if you want to personalize your templates and process customer-based payment in QuickBooks:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

The Community forum is always available if you have further questions about customizing your invoices, Greg. We'll be around to offer you assistance anytime.

We are experiencing the same problem.  I just spent the last 4 hours trying to come up with a solution but, I am still not having any luck.  We tried the Modern view invoice but it has challenges of its own since it does not appear to allow progress billing displays a 'date' and 'product/services' column on the invoice which we don't want.  Hoping IT can come up with a solution soon.