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Debbie R
Level 1

Show tax rate on invoice

My customers want to see what tax rate we are charging them on the invoice. The rate used to appear under subtotal but now only the calculated amount shows and not the rate. How do I add the tax rate back into the invoice?

3 Comments 3
Rubielyn_J
QuickBooks Team

Show tax rate on invoice

Thanks for visiting in the Community, @Debbie R. I can share a few details about the tax rate in QuickBooks Online.

 

I can see that option to show invoice tax rate is beneficial for you and your customer. But currently, only the calculated tax amount will appear in the invoice.

 

Alternatively, you can attach a document to your invoice showing the tax rate applied.

 

Here's how:

  1. Go to the Sales menu and choose the Invoices tab.
  2. Click the invoice and select the Edit invoice option.
  3. From the bottom left, choose Attachments.
  4. Browse and select the document you want to attach.
  5. Click Open, then choose Save or Save and send.

    invoicetax.PNG

 

For more information, please see this article: Attachments in QuickBooks Online.

 

Learn also how you can automate your sales tax calculation when you create an invoice or sales receipt.

 

Feel at ease to comment down if you have further concerns with invoices in QuickBooks. I'll make sure to answer them for you. Have a nice day.

Debbie R
Level 1

Show tax rate on invoice

Than you for your reply Rubielyn. I appreciate your time. 

 
AileneA
QuickBooks Team

Show tax rate on invoice

Hello, Debbie R. 

 

On behalf of Rubielyn_J, you're very much welcome. You are always welcome in the Community to post if you have other concerns in the future. 

 

Just in case you need tips and related articles in the future about the "How Do I" steps in QuickBooks Online, visit our QuickBooks Community help website for reference: QBO Self-help

 

Please don't hesitate to reach back out to me with any QuickBooks concern you may have. I'm always available to lend a hand. Stay safe!

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