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TMC1900
November 22, 2023
Question

Invoice line items with a "T" for non-taxable items

  • November 22, 2023
  • 1 reply
  • 0 views

The new QBO invoice templates do not meed our needs.  When using a custom invoice template, QBO wants to put a "T" (for taxable) after every invoice line item. None of our product/service lines (we only have two) are default taxable, nor is the "Tax" box checked. Although it shows each line item as taxable, it does not calc tax in the invoice totals unless the "Tax" box is checked in invoice creation.  I need to remove those erroneous "T"'s from the invoice line items.  See example below.  Thank you!

1 reply

MorganB
MorganB
November 22, 2023

Hi there, TMC1900.

 

Thanks for bringing your question forward here in the Community. I'd be glad to provide some info about the invoice template in your QuickBooks Online account.

 

To start, I recommend double checking the taxable status for the product and/or services. This can be done by:

 

1. Go to Sales then select All sales.
2. Find and open the Billable Expense Charge.
3. To open the bill marked as billable, select the Bill link at the top.
4. Under the Tax column, check the box for taxable products and/or services, or uncheck the box if they are nontaxable.
5. Select Save.

 

If the items do not have a check in the box and are still appearing as taxable you may need to clear the browser cache. A full cache can prevent web pages from loading properly or cause a break in connection and clearing it will remove any of these blocks. The following article provides the steps to get this done depending on which browser you're using: Clear cache and cookies to fix issues when using QuickBooks Online

 

Please give these steps a try and let me know how things look afterward. I'll be here to lend a hand if you have any other questions.

T
TMC1900Author
November 22, 2023

I tried all of the steps and that did not solve the problem.  The product/service categories are not taxable by default, nor was the "Tax" button selected in invoice creation.  I have also cleared the cache on multiple occasions.  Thanks for the ideas but none of this has corrected the issue. 

MorganB
MorganB
November 22, 2023

Thank you for giving those steps a try, TMC1900.

 

Since the issue with the tax is persisting I recommend reaching out to a member of the QuickBooks Online Support Team. Agents have specialized tools, like the ability to share your screen, to take a more in depth look to determine what's causing this to happen. Here's how to get in touch with the team: 

 

1. Click the Help (?) button.
2. Select either tab to get started:
  - Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  - Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    a. Start a chat with a support expert.
    b. Get a callback from the next available expert.
 

The following article provides these steps if you ever need them again in the future: QuickBooks Online Support

 

Please don't hesitate to reach back out in the comments below if you need any additional assistance. 

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