cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
jaydeep-ae
Level 1

Need tax invoice?

 
1 Comment 1
MichelleBh
Moderator

Need tax invoice?

I'll help you get the tax invoice in QuickBooks, @jaydeep-ae.

 

I'll make sure you'll get the tax invoice in QuickBooks Online. 

 

If you're referring to adding a sales tax to your invoice forms, I'd recommend setting up the Sales Tax feature first. 

 

Do the following:

 

  1. Go to Taxes and select Set up tax.
  2. Enter Tax name, DescriptionTax agency name, and Business ID no.
  3. Select your Start of a current tax period and Filing frequency for GST.
  4. Pick your Reporting Method
  5. Enter Sales rate, then check This tax is applicable on purchases, if applicable.
  6. Click Next, then hit OK.

 

After that, you may now add your invoice tax by following the steps in this link: Use tax on an invoice or sales receipt.

 

But if you're referring to your subscription invoice, I'd suggest reviewing your payment history by following the steps below:

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Choose the Billing & Subscription tab. 
  4. In the QuickBooks section, click on View payment history
  5. Pick a date range on the Payment History page.

 

However, if you're referring to anything else, please inform me in the comments section below. This way, I can provide you the exact instructions to achieve you goal at the soonest moment.

 

Additionally, check out these articles below on how to manage sales tax and personalise invoices in QuickBooks:

 

 

If you have a other question about invoices in QuickBooks, feel free to ask me. I'm an open book and willing help you anytime.