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Level 2

tax rate change

 I have a customer that will be using a different tax rate,  California Manufacturing Exemption tax rate  3.3125%.
How can i change the rate  temporally , and switch back later to  7.25 
for just that customer . 
1 Comment
QuickBooks Team

tax rate change

Thanks for posting to the Community, @Billgoat567.


I've got the steps on how to create a new sales tax item and then switch it back later to your preferred sales tax.


Let's start by adding a sales tax item in your Company Preferences.


Here's how:

  1. Click the Edit menu and then select Preferences.
  2. Go to Sales Tax on the right pane of the Preferences window.
  3. Select Company Preferences.
  4. Click the Add sales tax item button.
  5. Choose Sales Tax Item and then fill in the tax details.
  6. Click OK.


Once done, you can now create an invoice and include sales tax on the transaction, then follow these steps:

  1. In the Customers menu, select Create Invoices.
  2. Add items and transaction details.
  3. In the Tax drop-down list, select the tax name, which has a rate of 3.3125%.
  4. Click Save & Close.


Well done! You've added the tax rate for this customer. You can then switch back to your preferred tax rate anytime when creating sales. Just see it below the sales form on the Tax drop-down list.


I'll add this article as your references on how to collect taxes for some goods and services in QuickBooks: Set up sales tax in QuickBooks Desktop. It includes helpful links such as processing sales tax adjustment and showing multiple sales tax items on an invoice.


Feel free to add a comment below if you need further assistance. I'll help you anytime. More power to your business!

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