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SOGM
Dec 17, 2019 8:22 AM UTC
Question

Is there a way to show tax percentage & amount per line item on your invoices, rather than just a summary of the total tax ?

Original commenter did not share additional details

5 replies

ParkwayInc
ParkwayInc
Dec 17, 2019 8:32 AM UTC

Hi @SOGM,

I am sorry to share that currently there is not a way to show the tax percentage or amount per line item on an invoice. I must ask though outside of taxable and non-taxable do you have a use case that would require this? In general, once a tax rate is established it is the same rate across all taxable goods.

If you really need to vary the tax rate per item, I would suggest creating an item called Sales Tax which connects back to your sales tax payable account. Then I would create a bundle item that includes your product or service that is considered taxable along with the sales tax item. This would allow you to make the sales tax amount variable. I should warn though that this process can easily mess up your sales tax reporting if not managed correctly!

Here is a video I created some time ago about creating bundles:

SOGMAuthor
Dec 17, 2019 9:08 AM UTC

Hello,

 

Thanks for your reply.


I have managed to change the tax rate to just show 5% on the invoice, however it is mandatory to show the tax amount after it.  I have attached a PDF showing the rules of the invoice when invoicing a Semi-government / government client in the UAE.

 

As you can see in the attachment, the "Tax Due" column example area needs to be added in our invoices.

 

Thanks,

 

 

IamjuViel
IamjuViel
Dec 17, 2019 11:14 AM UTC

Let me share additional information, @SOGM.

 

You can enable the tax summary feature, so you'll be able to display the tax details on the invoice.

 

Here's how:

  1. Go to the Gear Icon.
  2. Choose the Custom Form Style.
  3. Select the invoice template you want to use.
  4. From the Action column, click Edit. 
  5. Go to the Content tab.
  6. Click the Pencil icon on the 3rd portion of the sample invoice.
  7. Mark the Tax Summary option.
  8. Hit Done. 

For more detailed instructions about customizing an invoice, you can read through this article: Customize Your Invoices, Estimates, And Sales Receipts.

 

You can always get back to us if you have other questions. I'm always here to help.

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