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sdlumber
March 10, 2020
Question

How can I apply sales tax to an entire estimate or invoice without individually checking each line item?

  • March 10, 2020
  • 1 reply
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1 reply

RenjolynC
RenjolynC
March 10, 2020

Good day, sdlumber.

 

You can mark the products and services as taxable. This way, you don't have to manually check the Tax box in your invoices or estimates. 

 

Here's how you can make the item as taxable:

 

  1. Go to the Gear > List > Products and Services.
  2. Click the Edit link of the item you want to modify.
  3. Select Taxable from the Sales tax category drop-down menu.
  4. Hit the Save and close button.

 

You can open this article to get more information: Sales tax in QuickBooks Online.

 

I'm just a post away if you have any additional questions about sales tax in QuickBooks Online. Thanks.

I
itskiki
May 9, 2024

What is Gear?

What is List?

Can you post a screenshot of what you're saying to do.

 

When I put the line items in, I have to enter the line "Tax" after each line.  If I do not, for instance if there are 10 lines on the invoice and I enter the "Tax" line at the end, the last item is the only line that is taxed.  The other 9 entries are not taxed.  We have to calculate tax on our calculator and write it in on the last line.  Really stupid... but there are no clear directions on how to remedy this.

J
Jelayca V
May 9, 2024

Let me provide you with clear guidance on how to apply tax to each line item on an invoice, @itskiki. 

 

When you add or create your products and services to QuickBooks Online, make sure to set them as taxable or nontaxable during the setup. This way, the tax rules you set will automatically apply each time you use these items. 

 

However, if a product or service should be taxable and isn’t set as such, you’ll need to manually edit the items and switch their tax status from nontaxable to taxable so when you create an invoice it will automatically apply on the Tax box.

Here's how:

  1. Go to Sales and choose Products & Services. 
  2. Click Edit next to the item you want to assign a tax category.
  3. Select Edit sales tax. 
  4. On the Other options section, choose whether the product is Taxable-based on location only or Nontaxable.
  5. Hit Done, then Save and close. 


If you're a QuickBooks Desktop user, here's how to manually change the tax status: 

 

  1. Hover over to the Lists menu, then select Item List. 
  2. Double-click the item you want to edit. 
  3. Under Tax Code, click on the dropdown arrow to choose whether to make that item Taxable or Non-Taxable. 
  4. Click OK to save the changes. 


If you want to learn how to set up, edit, or deactivate sales tax rates, you can read and review this article for guidance and information: Set up your sales tax in QuickBooks Online.

 

If you need further assistance setting up taxes, don't hesitate to comment below. The Community is always here to help you. Have a great day!

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