Skip to main content
October 2, 2020
Question

Good morning, I want to change my tax number on invoice can you help me with this ?

  • October 2, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

October 2, 2020

Hello there, aris-parspayk-gm. Good morning!

 

We can replace the tax number on the invoice by adding a new rate within the Taxes page. If you're referring to change the tax rate under the Tax column on the invoice, the steps below will guide you through the process:

 

  1. Go to Taxes on the left panel.
  2. Click the Add tax button at the upper-right corner.
  3. Select a type of tax you want to add. 
  4. Enter the tax name and its value. Make sure to add all the necessary details.
  5. Then, Save.

Once done, go back to the invoice and click the drop-down arrow for the Tax column. Then, select the tax name and rate that you have recently created and save it. That will do. You can take a look at the sample screenshot below for additional reference:


 

Also, you can change the sales tax rate in a transaction using the QuickBooks Online app. I'll also add these articles wherein you can get additional details about the tax rate and how you can create a recurring invoice if you sent a sales transaction to your customer regularly:

 

 

Please don't hesitate to comment below if you're referring to something else or have other questions about QuickBooks. Take care always and have a good one!