The tax rate title (wrong spelling ) keep appearing on the quotation and invoice letterhead which I don’t know where to change. Please help.

Hello there, Vivien.

I can see that you're having issues with your forms showing incorrect tax rate information. Rest assured I'm here to help you fix this. 

When editing the SST tax rate, you'll need to edit the effective date as well to save the changes. 

Here's how: 

1. Go to Taxes and select your tax agency.
2. Click the Edit Tax button beside the Add Tax button.
3. Select Edit rates. 
4. Choose the tax rate you want to edit and click Edit on the ACTION column.
5. Enter 8% in the Sales rate field and choose an effective date.
6. Click Save. 

When you create an invoice again, you'll see the new changes to your SST tax rate information. Additionally, you'll need to modify the tax details in your invoice forms as well.

Here's how:

1. Head to the Gear icon and choose Custom form styles.
2. Choose an invoice template and click the Edit link under the Action column.
3. Go to the Content tab and click the header section of the invoice.
4. Look for the Trade registration number field and make the changes.
5. Select Done.

If the problem persists, I recommend troubleshooting your browser, as it could cause this incorrect information. Let's start with accessing QuickBooks Online using incognito mode or a private window.

Here are the shortcut keys to go private mode in a browser:

For Google Chrome / Microsoft Edge / Opera:

• Windows: Ctrl + Shift + N
• Mac: Command ⌘ + Shift + N

For Firefox:

• Windows: Ctrl + Shift + P
• Mac: Command ⌘ + Shift + P

For Safari:

• Shift + Command ⌘ + N

If this works, you can proceed to clear your browser's cache and cookies. Otherwise, you can also use other supported browsers.

Moreover, you can also learn how to customise your invoice forms to show specific information you send to your customers.

If you have additional concerns besides fixing incorrect tax rate information in your invoice and quotations, feel free to leave a reply. I'm always here to help you.

Hi MarkAngeloG,

Thanks for prompt reply. However you didn't understand my issues, here again I will explain with screenshots. I have successfully set the rate to 8% without problem.

See Image 1, all set up including the name "sales and services tax" is perfectly done. 

See Image 2, when i try to print invoice and quotation, the word " SST 6% Agency"

See Image 3, during entering invoice, the same word "SST 6% Agency" 

My question : Where can I change "SST 6% Agency" ?And this is urgent as it created confusion when I send invoices.

Thanks for providing those additional details and screenshots to clarify your inquiries, vivienneyeo-zulu. The additional context is greatly appreciated.

Let me assist you with updating the tax details in your sales transactions within QuickBooks.

The second image looks like the header section of your invoice template. The information displayed in this portion of the transaction is pulled from the settings defined in your invoice template itself.

To modify the tax details, please follow these steps to access and update your invoice template:

1. Go to the Gear icon and select Custom form styles.
2. Look for the current invoice template and click the Edit link under the Action column.
3. Proceed to the Content tab and click the header section of the invoice.
4. Look for the Trade registration number field and make the necessary changes.
5. Click Done.

For the last image, you'll need to go to the SST column on the invoice and select the correct or updated tax item from the drop-down options.

Let me also share these articles for more details:

• Customise Invoices, Estimates, And Sales Receipts In QuickBooks Online
• Malaysia Sales And Service Tax (SST) FAQs

Please don't hesitate to reply if you have any follow-up questions or require further assistance, vivienneyeo-zulu. We're here to ensure all your inquiries are addressed and sorted out. 

Thanks for the prompt reply. Before I raised this issue here, I have tried multiple times by using the solution suggested, but the strange thing is under "contents" I have chosen NOT to show the tax registration information. At the tax column total. It wasn't showing the same caption as shown when I print invoice/quote. In short, the edit window is showing a different information compare to the final printout.I have also make sure I have chose the correct template to do edit.

We appreciate you for all the efforts you've made, vivienneyeo. We understand the importance of accurate information on invoices and quotations in QuickBooks Online (QBO).

Please review the customizations you've made within the selected template to confirm. Based on the screenshot you've provided, it seems that the Tax Registration No. has been checked. Let's ensure that we uncheck the tax registration information in the Display section to prevent it from being seen when printed. After adjusting the template settings, remember to save your changes.

If the issue persists, I'd recommend reaching out customer support team for further assistance. The support representatives have the necessary tools to determine the underlying cause of the problem. 

Furthermore, you can check out this article to learn how to record sales transactions: Record invoice payments in QuickBooks Online.

Feel free to reach out if you have any questions about managing your quotes, invoices, or any other QuickBooks-related matters. We're here to lend a hand. Take care.

The screenshot above is showing you that it was unchecked, let me redo again for a clearer vision. See attached:

1- in the edit template, it is clearly unchecked and no information entered

2- When I print the invoice, the tax information showed up again. I need a clear solution for this please.

Thank you for your patience as we work through this issue together., vivienneyeo-zulu.

I've also read the entire thread and it looks like all possible troubleshooting steps have already been shared with you. 

At this point, I suggest contacting our dedicated support team for QuickBooks Online International. They have more advanced tools to analyze your account configuration and determine why you are unable to remove or modify the SST details on your invoices.

Let me share this article on how to reach out to them: How And When Can I Contact QuickBooks Online Support?

Feel free to reach out to us again anytime you have additional questions or need further assistance, vivienneyeo-zulu. Our doors are always open, and we are happy to provide support whenever you require it.