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How can I tax items at different rates on the same invoice?

Forum|Forum|7 years ago
December 11, 2018
2 replies
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I sell items that carry different sales tax rates, so I cannot just tax the total on an invoice I have to tax each item individually. How do I set this up? QB seems only to want to tax the total of taxable items on the invoice. Also, if I create separate invoices to bill these items QB wants to change the tax assigned to the customer each time I sell an item with a different tax rate. Any videos or articles on this? Thanks.

QuickBooks Desktop

Best answer by Rustler

@ will

the only way to use different sales tax rates for different items is

create a sales tax item with a 0% rate and assign that to the customer

on the invoice, list all items for rate 1, follow with a sub total item, follow that with sales tax item for rate 1

list the items for rate 2, sub total item, sale tax item for rate 2

etc etc

RustlerAnswer

@ will

the only way to use different sales tax rates for different items is

create a sales tax item with a 0% rate and assign that to the customer

on the invoice, list all items for rate 1, follow with a sub total item, follow that with sales tax item for rate 1

list the items for rate 2, sub total item, sale tax item for rate 2

etc etc

W

willb1Author

Thanks, Rustler. I will give that a try. It is much more complicated than I had hoped but I see that QB wants to assign a general rate to each customer which is the underlying problem. Adding the fields you suggest to the invoice will require building an invoice but it is what it is.

S

SkinnyRaven

You'll need to set up a sales tax group and add the tax items to the group.

W

willb1Author

I don't think this is a solution?
Groups would still apply to the total of the taxable items invoiced rather than single items.
So, this would work only if I could use multiple groups on a single invoice, which is the original problem of not being able to use multiple tax rates on a single invoice.

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