Skip to main content
January 29, 2018

Can't find setting up sales tax feature under taxes

  • January 29, 2018
  • 2 replies
  • 0 views

 I'm trying to set up Sales tax but when I click taxes on Navigation bar it does not show sales tax center or any option to put in sales tax rate. I can only find add agency, start tax period and filing frequency. What should I do?

 

please see screenshot, I have read and tested all the comments in the community billboards here and NONE of the instructions given in your community help tools have the answer, please help me as this is for school. I NEED this FIXED now, not tomorrow and next week but today.

    2 replies

    lynda11_2
    January 29, 2018

    Now you need to invoice your customers with taxable items so figures will show there.

     

    Applying sales tax rates to transactions and sales forms:

     

    After you've set up sales tax rates in the Sales Tax Center using the steps in Set up and track sales tax, you can apply them to transactions in QuickBooks Online. When you preview or print an estimate, invoice, sales receipt, or credit memo, the Amount column includes a T next to some of the amounts. The T indicates that a charge is taxable. Its sales tax is included in the Sales Tax amount at the bottom of the form.

    Invoices, sales receipts, estimates and credit memos:

     

    To make items on your invoices and sales receipts taxable:

    On the product or service line(s) that you'd like to collect sales tax for, click to select the box under the Tax column.


    Click to select the appropriate tax from the drop-down Tax menu. You can add a new tax from here as well by clicking Add New.
    When you're done with the sales form, click Save, Print, or Send depending on your preference.


    Charges and credits:

    On the Unbilled table, click the + sign at the left of a charge or credit to see if it has already been marked taxable. If it has, the Sales tax column for the charge or credit contains a check mark.

    To change the taxable status of a particular charge or credit:

    Click the link to the charge or credit to open it.
    On Charges or Enter Credits, click to select the Tax checkbox to make the charge or credit taxable, or click to clear the checkbox to make it no longer taxable.
    Click Save. The Invoice screen reopens. You can open the charge or credit again to see that its Tax column has changed.


    Billable expenses:

    On the Unbilled table, you can see whether a billable expense has already been marked taxable. If it has, the sales tax column for the billable expense contains a checkmark.

    To change the taxable status of a particular billable expense:

    Click the link to the billable expense to open it.
    On the Billable Expenses screen, click the link that starts with View/Edit.
    Select the Tax checkbox to make the billable expense taxable, or click to clear the checkbox to make it no longer taxable.
    Click Save to return to the Billable Expenses screen.
    Click Save again. The Invoice screen reopens with the Tax column changed.


    Time charges:

    On the Unbilled table, you can see whether a time charge has already been marked table. If it has, the Tax column for the time charge contains a check mark.

    To change the taxable status of a particular time charge:

    Click the link to the time charge to open it.
    On the time sheet screen, click to select the Taxable checkbox to make the charge taxable, or click to clear the checkbox to make it no longer taxable.
    Click Save. The Invoice screen reopens with the Tax column changed.


    How sales tax works on discounts:

    If you enter discounts and sales tax on the same sales transaction form, you can control whether sales tax is charged before or after subtracting the discount.

    At the bottom of the invoice, sales receipt, refund receipt, or credit memo, select:

    After Discount to subtract the discount, and then calculate sales tax on the remainder.
    Before Discount to calculate sales tax on the Taxable Subtotal, and then subtract the discount.
    For example, with the following amounts:

    Subtotal = 100.00
    Discount = -10.00
    Tax % = 8.5%
    Choosing After Discount yields a Total of 97.65 (100.00 minus 10.00 = 90.00 times 8.5%).

    Choosing Before Discount yields a Total of 98.50 (100.00 times 8.5% minus 10.00).

    What is the T on a printed or delivered form?

    When you preview or print an estimate, invoice, sales receipt, or credit memo, the Amount column includes a T next to some of the amounts. The T indicates that a charge is taxable. Its sales tax is included in the Sales Tax amount at the bottom of the form.

     

    nyatesAuthor
    January 29, 2018

    I am not sure what you guys are not understanding "After you've set up sales tax rates in the Sales Tax Center using the steps in Set up and track sales tax" SET UP is not an option because it's NOT there for me to manage. Did you look at the screenshot? there are NO options available under taxes, I am a student and this is a student copy NOT a live real business, I am using this tool for a class and our professor is asking that we manage the settings of the sales tax ourselves but we Can't because you automated it. How do I get a version of this that is NOT automated.. 

    EmilyCowan
    January 29, 2018

    Hi @nyates - welcome to QB Community!

     

    Your sales tax issue sounds incredibly frustrating, especially since none of the resources you've tried so far have panned out. I really hope @lynda11_2's detailed answer here will do the trick (thanks, Lynda, for this awesome primer, btw!).

     

    Will you let us know ASAP if this helps?

    nyatesAuthor
    January 29, 2018

    this answer in no way addressed the issue, this would work if I had access to the tax settings But if you would have read the issue and looked at the screenshot you would see I DO NOT have access to manage TAX settings.

     

    If I could give a negative response to either comment I would have.

    lynda11_2
    January 29, 2018

    I can see that you have access.  Log in via a private window and see if you can click on sales tax setting to set your default sale tax item up.  Sometimes when we cannot click on things it is due to cookies in the browser.