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smittysauto10
November 10, 2023
Question

All non-taxable products on estimates and invoices are still showing a T by their price. This is not affecting sales tax calculations. Who can fix this issue?

  • November 10, 2023
  • 1 reply
  • 0 views
It would be helpful if this was fixed, so I do not have to print and white out the T's.

    1 reply

    J
    Jelayca V
    November 10, 2023

    Hello there, @smittysauto. I would like to provide you with some useful insights on how to resolve the issue you're facing with QuickBooks.

     

    Even if your customer is set up as tax-exempt, QuickBooks may still automatically mark the invoice or estimate as taxable. In order to avoid this, you will need to manually uncheck the Tax box before saving the transaction. I have attached an image for your reference.


     

    It is important to ensure that your customers are fully tax-exempt. Make sure that the product/service is set up correctly with the appropriate tax mapping to make it eligible for tax exemption. Verify if your customer has a valid address, as a missing or invalid one could cause QBO to use a default tax rate for the company.

     

    Furthermore, you can refer to this article for more guidance and information about sales tax:

     

     

    Please reach out to us if you need further questions regarding sales tax in QBO. We're always here to help you. Have a good one.

     

     

    S
    smittysauto10Author
    November 11, 2023

    Thank you for your response, but that is not the issue. The issue is that even when the items are not "checked," the estimate/invoice print out with a T next to the items that are not checked as taxable. Thankfully, this is NOT affecting the sales tax calculation. It seems like a print glitch. It only happens in the new design for estimates and invoices, not on the sales receipts.

      L
      LollyNino_C
      November 11, 2023

      We are delighted to see you in our Community space, @smittysauto10. We understand that encountering runtime issues while printing estimates or an invoice can be time-consuming.

       

      We appreciate you choosing QuickBooks Online (QBO) to assist you in managing your business operations. We recognize the importance of efficiently utilizing the program without any difficulties. Occasionally, QuickBooks may exhibit unusual behavior due to browser-related issues. In such cases, you can resolve the problem by following some basic troubleshooting procedures.

       

      To begin, please log into your account and attempt the activity again using a private window. The keyboard shortcuts for different browsers are as follows:

       

      • Safari: Command + Shift + N
      • Google Chrome: CTRL + Shift + N
      • Mozilla Firefox or Microsoft Edge: CTRL + Shift + H

       

      If it works, return to your regular browser and clear your browser's history to start afresh. We also suggest using a different supported browser because the QuickBooks version you're utilizing now may have a temporary malfunction.

       

      Feel free to read the following articles that guide managing sales tax-related tasks:

       

       

      Furthermore, you can easily check your sales tax payable by sales tax liability report. This report allows you to verify the accuracy of your records before submitting your tax return.

       

      Keep us updated if you encounter any other challenges in managing sales tax in QuickBooks, @smittysauto10. The Community is always ready to assist you, and we wish you success in your business endeavors. Take care!

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