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dLearned
September 2, 2022
Question

Tax detail on invoice

  • September 2, 2022
  • 2 replies
  • 0 views

Is there a way for my invoice to show the details of the tax being charged?  For example, our state allows counties to apply a surtax, so the rate will vary depending on where the work was performed.  I wonder if it is possible for the tax to either show the breakdown, or to show the tax descriptor (i.e. Seminole County)

2 replies

MariaSoledadG
MariaSoledadG
September 2, 2022

I have some information to share about tax detail on the invoice, dLearned.

 

Once you enable the Auto Sales Tax feature in QuickBooks, you can click on the See the match option. This will show the detailed breakdown of your  sales tax. I've added a screenshot for your visual guide:

 

 

To track sales sales tax automatically when you make a sale, you can follow the steps below: 

 

  1. Follow the usual steps to create an invoice or sales receipt.
  2. Make sure the Location of sale is correct.
  3. If you ship ordered items, add the Shipping to, Ship via, Shipping date, Tracking no. info so QuickBooks knows where to charge your sales tax.
    Note: If you're registered to collect sales tax in another state, set up the right tax agency first.
  4. Check your taxable items in the tax column.
    Note: If you haven't already, add tax categories to your products and services. This lets QuickBooks know what's taxable and what isn't.
  5. Select See the math or the total tax amount. This opens the "Let's calculate your tax rate" page where QuickBooks gives you a detailed breakdown of the sales tax.
  6. Review the sales tax details in your transaction. When you're done, select Close.
  7. Select Save and send.

 

For more details on how QuickBooks calculates sales tax, check out this article for more information: Learn How QuickBooks Online Calculates Sales Tax. Furthermore, QuickBooks provides different kinds of reports that cater to your business needs. You'll just have to filter them so you'll be able to get the information you need. Go through this article for your reference: Customize Reports In QuickBooks Online.

 

Drop a comment below if you have any questions about taxes on your invoice. The Community is always here and plays a part in our QuickBooks needs. 

D
dLearnedAuthor
September 2, 2022

Yes, I'm aware of all of that, however it doesn't display on the invoice (it just says "tax").  While, if they follow links to see the tax rate, they can, the invoice that displays in their email as an attachment (per their request) does not show anything more than tax.

 

JessT
JessT
September 2, 2022

Hi dLearned,

 

Allow me to step in and clarify the tax on sales transactions.

 

Showing the tax breakdown on invoices or sales receipts is not a feature in QBO. You can try finding a third-party app to create invoices showing the breakdown of taxes.

 

On the other hand, if you'd like to see references for QBO, just visit the main support page and click More topics.

 

Let us know if you have any other questions about features in QBO.

J
jinnypfannenstiel
August 24, 2023

I've recently migrated over the the "new invoice" layout.  The old invoice layout showed the "T" on the invoice next to the items that were taxed.  The new invoice layout removed this feature.  If you're able to forward feedback on to those making these decisions, I'd like this feature to be carried over so that my customers can see exactly what items I'm applying sales tax to.  Seems simple that by checking the tax box when creating my invoice that there should be a way to display that item was indeed taxed.  Shouldn't have to use a third party app or manually add it on our own.  Your prices keep increasing but I'm finding more and more reasons since your update to switch to a different software.  Just my opinion.

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