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ShehzadQ
Level 1

Tax Amount & Tax Rate on the invoice

Please can anyone explain how to show the both Tax Rate & Tax amount on the invoice in the columns.

7 Comments 7
AlexV
QuickBooks Team

Tax Amount & Tax Rate on the invoice

Hi ShehzadQ, 

 

Thanks for posting here! Let me share something about invoices.

 

The tax info will automatically show on the total section of the invoice. We're unable to do it by line item if that's what you mean. You'll want to check this article for more details on how to customise sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

I'll be here if you need anything else. Stay safe!

ShehzadQ
Level 1

Tax Amount & Tax Rate on the invoice

Hi Alex,

Thank you for your reply.

But in custom form styles>while editing the content of the invoice in column section, there are two options one is the tax rate and another one is a tax (which is tax amount) and also you can see them in preview but in printing, it is not appearing.

Rubielyn_J
QuickBooks Team

Tax Amount & Tax Rate on the invoice

Thanks for getting back in here, @ShehzadQ.

 

Missing data when printing invoice means the Adobe Acrobat/Reader application cannot read the file. It is also possible that the Adobe browser plug-in is damaged or disabled. You may need help with fixing this with an I.T engineer.

 

Let me provide the steps you'll need to do. 

 

To start, Update Adobe to the latest version. If the issue persists, you'll need to repair your Adobe installation. Here's how: 

  1. Close Acrobat/Reader and all open web browser windows.
  2. Choose the Start button at the bottom left of your screen.
  3. Type Control Panel, then press Enter.
  4. Choose Programs and Features.
  5. Select Acrobat or Adobe Reader, and then click Uninstall/Change.
  6. In the Setup dialog box, choose Next.
  7. Click Repair, and then choose Next.
  8. Select Install, and when the process is complete, choose Finish.
  9. Restart your computer and log back into QuickBooks Online, then try to print again.

If repairing Adobe Reader doesn't fix the problem, it may be necessary to uninstall and reinstall Adobe Reader.

 

Additionally, you may check out this article when sending forms: How to email or print an invoice.

 

Please leave a comment down below if you have other queries with the process. I'll be glad to help as soon as I can. Keep safe and healthy always. 

ShehzadQ
Level 1

Tax Amount & Tax Rate on the invoice

Seems like it's not a printing issue.

In custom and forms style there is filed for Tax rate & Tax Amount even you can see it in preview mode.
But when I am downloading the invoice the tax amount column on the line item disappears.

I have attached a screenshot for your understanding.

RenjolynC
QuickBooks Team

Tax Amount & Tax Rate on the invoice

Thanks for updating us here, ShehzadQ.

 

Looks like the screenshot was not attached successfully. Since you're unable to see the columns, we can perform some troubleshooting steps to rule out any browser-related issues.

 

To begin, open your QuickBooks Online account in a private browser or incognito. This mode will not store any browser history. 

 

Here are the keyboard shortcuts:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P

Next, try to print a sample invoice and make sure that the correct template is selected. If you see the Tax rate and Tax amount field, our final step is to go back to your regular browser and clear its cache. Your main browser may have too much historical data from previously visited websites, which slows down internal processes and causes this kind of behavior. Clearing cache helps refresh your browser settings.

 

Restart your browser afterwards. Alternatively, try using a different supported browser.  

 

If you're still getting the same result, I'd recommend reaching out to our Customer Care Team for further investigation. They can also do a screen sharing session with you to see the fields.

 

Here are the steps:

 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Choose either Start a Message or Call us.

For the new QuickBooks Assistant help update, you can follow these steps:

  1. Go to the Help menu, and select Talk to a human.
  2. Choose Talk to a human again. 
  3. Proceed with I still need a human.
  4. Click the Contact us link.
  5. Select either Start messaging or Get a call.

If you have concerns with other features and what else you can do in QuickBooks Online, you can browse our articles here.

 

Please feel free to post if you have any additional questions. I'll be right here to help you out again. Thanks.

ShehzadQ
Level 1

Tax Amount & Tax Rate on the invoice

Hi 

I will prefer a screen sharing session with you.

I am still unable to find a tab under the Help button for request a call or a request for a screen sharing session.

Please let me know how can I request a screen sharing session from you.

Catherine_B
QuickBooks Team

Tax Amount & Tax Rate on the invoice

Hello there, 

 

In addition, after you click the Help menu at the upper-right, you'll have to click the Contact us button and enter a brief description of your concern. Then, click Let's talk and select one of our available support. 

 

It's possible that our Phone Support Team is closed at the time you tried contacting us. They are available every Monday to Friday from 6:00 AM to 6:00 PM PST. Then, every Saturday between 6:00 AM to 3:00 PM PST. At these times, you have the option to select our Chat and the Get a callback button. 

 

While waiting for our support, you might want to check out our Community help page that was shared by my colleagues. 

 

Let me know if you have other questions. Take care and have a great day!