“How do I apply sales taxes to PART of a split transaction in QB Self Employed?”

Hi there,

Accurately accounting for sales tax on your transactions is a crucial part of running a business. QuickBooks Self-Employed makes tracking taxes on your transactions a straightforward process. Let me point you in the right direction on this.

While splitting a transaction is an awesome feature, when you toggle the option to Apply sales tax you'll be applying it to all parts of the split transaction. There's no option to only apply sales tax to only a portion of the split transaction in QuickBooks Self-Employed. QuickBooks Online however, does have this option. When categorizing transactions from the bank feed you can split a transaction into multiple other transactions and assign tax codes to each part, or choose to make one part tax exempt or zero-rated if necessary. If this is something you're interested in, this article will explain how you can make the Switch from QuickBooks Self-Employed to QuickBooks Online in just a few simple steps.

I'm also going to leave a few extra articles that I think you might find helpful:

• Split transactions in QuickBooks Self-Employed

• Sales Tax overview

• Categorize transactions in QuickBooks Self-Employed

Since I know how important having the ability to assign sales tax to only a portion of a split transaction is, I encourage you to submit feedback on this to our product development team. They are responsible for implementing new features and improving existing features. Have your voice heard by navigating to the Assistant, then type and enter "feedback", and follow the prompts.

I wish you all the best and hope you have a fantastic week ahead.