Skip to main content
J
Jadeee
August 11, 2022
Question

Quickbooks Online Not letting me add Sales Tax to Invoices?

  • August 11, 2022
  • 1 reply
  • 0 views

Just started the Free Trial for QB Essentials and have everything set up (payments, sales tax etc). But when I test out making an invoice, I can add a product but the Sales Tax drop down won't bring up anything. 

 

When I make a product, I also can't add any sales tax in the drop down menu. 

 

My sales tax is set up for Canada - ON and I have everything set up for it. 

 

Any help? Is it just a free trial thing that won't let me?

 

Thanks

1 reply

T
Trish_T
August 11, 2022

Hi Jadeee,

 

Welcome to the QuickBooks family!  When you open a QuickBooks Online account, you'll enter your business information. However, you'll still need to set up your sales tax rates so you can complete your business forms seamlessly.  QuickBooks will then calculate the sales tax automatically for accurate filing.  I'd be happy to  assist!

 

Here's how to set up your Sales Tax codes;

1. From the left menu, open Taxes

2. Select Sales tax (Take me there)

3. Click on Manage sales tax and then Add tax

4. Choose the type of tax you want to add and select Add next to one of options and follow the prompts to complete the set up

Here's  a helpful guide for your reference.

 

Once you've completed adding your sales tax codes, you'll see them when creating your forms by using the ▼ dropdown menu in the Sales tax column.  In addition, you can set a default tax code to your products and services and save valuable time when creating invoices or sales receipts.

 

Please don't hesitate to reach back out if you have other questions.  We'd love to help!

 

 

 

 

 

 

Terms & ConditionsAccessibility statement