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I
info-cskwt-com
August 4, 2024
Question

How can i remove tax column from the invoice ?

  • August 4, 2024
  • 1 reply
  • 0 views
i added tax section in the tax menu . and i dont need it any more in the invoice . 
its keep showing up in the invoice every time
it wasnt there before i entered the tax menu
please help me to remove it

1 reply

Clark_B
Clark_B
August 4, 2024

Welcome to the Community, Info.

 

I'd be glad to help you remove the tax column from the invoice in QuickBooks Online (QBO).

 

You can simply change the Amounts are into Out of Scope of Tax to remove the tax column. To do so, follow the steps below:

 

  1. Go to +New and select Invoice.
  2. In the Amounts are section select the dropdown button and choose Out of scope of tax.

 

In addition, to make the Out of Scope of Tax default rate. Here's how:

 

  1. Go to the Gear icon or Settings and select Account and Settings.
  2. Tap the Advanced tab, then select the pencil icon in the Accounting section.
  3. Change the Default tax rate selection to Out of scope of tax.
  4. Press Save and then Done.

 

Once done, the VAT or Tax will not be included in the invoices.

 

You can also refer to the screenshot provided below for guidance:

 

 

I'll also add this article to learn more about receiving and recording invoice payments: Record invoice payments.

If you have any concerns about managing invoices or tax columns, please tag me in the comment section, Info. I'll assist you in any way possible.

I
info-cskwt-comAuthor
August 5, 2024

Hello dear Clark

yes i tried this and its work 

but the problem that it was not showed up before !!

i don't need to choose out of scoop of tax every time

in our country there is no tax at all

so i hope we can remove it as it never showed there again

also i added a tax in the tax menu i cannot remove at all

how can do this ?

 

best regards

 

L
LollyNino_C
August 5, 2024

Thank you for getting back to this thread, Info. I have additional details about how to remove the tax column from your QuickBooks Online (QBO) invoices.

 

You can modify the default tax rate selection within the Accounting and Settings page. This way, you'll not have to manually choose "Out of Scope of tax" each time you create invoices.

 

Here's how:

 

  1. Go to the Gear icon on the top menu.
  2. Select Account and Settings.
  3. Tap the Advanced tab, then click the pencil icon in the Accounting section.
  4. Change the Default tax rate selection to Out of scope of tax.
  5. Press Save and then Done.

 

I've included a screenshot as a visual reference.

 

 

After completing these steps, there will be no need to manually select "Out of scope of tax" for every invoice creation, as it will be automatically displayed in the "Amount are" section.

 

I've also included a short clip for reference.

 

 

You can check this resource to learn more about creating custom form styles for sales transactions: Customise invoices, estimates, and sales receipts.

 

For your future convenience, you may refer to this page to assist in documenting invoice payments and ensuring the accuracy of your records: Record invoice payments in QuickBooks Online

 

Don't hesitate to revisit the Community if you need further managing invoices and other product-related activities. Know that I'm always ready to assist you further.

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