Question

How do I remove the subtotal, tax, deposit and total lines before my balance due line on invoices?

Forum|Forum|4 years ago
November 4, 2021
4 replies
0 views

I want to simply have "balance due" and the amount noted after my invoice line items.

QuickBooks Online

Welcome to the Community, @enrico3.

When customizing the invoice template, we can't remove the subtotal, tax, deposit, and total lines before the balance due line.

Please be informed that as of 06/29/21, new QuickBooks Online accounts will no longer have access to the Import Styles feature inside QuickBooks Labs. Existing accounts can still save and upload DOCX templates.

The Import Style function will be phased out (even for those who have it enabled now), and all customers will have to utilize the Standard styles instead. The Invoicing team has laid out a timeline to follow, and we will get updates for this in the upcoming months.

Additionally, I’ve included these articles that’ll help you design and import custom form styles for your forms in QuickBooks Online.

If you have any further questions or concerns about customizing form styles, please know that you can always tag my name. I'm here to help you in any way I can. Enjoy your day!

E

enrico3Author

I was actually able to have it not show when I mark the sales tax to 0% (as we don't charge sales tax). Perhaps it was defaulting to that before but not it's now defaulting to "based on location". Is there a way to default to 0% instead?

LieraMarie_A

Hi there, @enrico3. I'm here to share some details about how sales tax works in QuickBooks Online (QBO).

With the new automated sales tax in QBO, it automatically calculates the total tax rate for each sale based on the following:

Your customer's tax-exempt status
Where you sell and where you ship
Your service or product's tax category

The tax agency and rate will depend on the customer's address. You can check the location set up on the customer profile. Then, enter the correct address to allow QuickBooks to calculate taxes correctly. If the customer is non-taxable, you can set him/her as tax-exempt.

Here's how:

Go to Sales from the left menu, then Customers.
Open the customer profile, then click Edit.
On the Customer information window, go to the Address tab.
Enter the correct billing and shipping address.
If the customer is non-taxable, go to the Tax info tab.
Make sure to remove the checkmark in the This customer is taxable box
Click Save.

You can also make your products and services as nontaxable. Follow these steps below:

Go to the Sales menu and select Products and Services.
Click Edit from the Action column.
From the Sales tax category section, select Non-taxable.
Click Save and close

Furthermore, if you haven't collected sales tax on one or more items, you have the option to turn off this feature.

Here's how:

Go to the Taxes menu and then select Sales tax.
From the Sales Tax Center, go to Sales tax setting.
Select Turn off sales tax.
Choose Yes to confirm.

Additionally, you can run the Sales Tax Liability report to view your sales tax info anytime. When the calculation of taxes does not coincide with the actual rate, you can override the sales tax rate. Click the See the math or Sales tax link below the tax amount. Then, choose the Override this amount hyperlink on the pop-up window

The Community is always ready to listen and assist you with your sales tax concerns. We'll always have your back. Have a great day.

N

NAYE1

How do I remove the sales tax from the subtotal on my invoice template?

R

rvrfrf

Thanks for joining the Community and getting involved with this thread, NAYE1.

I can certainly understand how an ability to remove sales tax from subtotals while customizing invoice templates could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

Use the Gear () icon, then go to Feedback.
Enter your suggestion(s) in the Have feedback? window.
If necessary, attach a file with your Camera () icon.
Select Next.

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

If you don't charge sales tax, you can turn it off from your Taxes screen:

In the left navigation bar, go to Taxes, then Sales tax.
Click Edit sales tax settings.
Change your Do you charge sales tax? option to No.
Select Save.

Please feel welcome to send a reply if there's any additional questions. Have a wonderful day!

Agree with all the frustration being felt here. This is incredibly annoying. We don't have sales tax in our State (Hawaii), rather GE Tax rates that vary by island. Clients either want this reflected on the invoice for the specific product/services being sold and location or it's built into the fee, since we are not required to detail it out.

Additionally, many of my clients have multiple locations and don't want an invoice for every little thing they recently purchased.

Like previous comments, all I need to show is the "Balance Due", which is how my invoice used to look. Now they are cluttered with additional subtotals and an empty tax line.

My only way to not make this "new" version of the invoice look slightly better was to create a tax rate with a zero tax rate in it, so it says "TAX (0%)". However, I still find this very amateur looking at unnecessary.

Recent experiences with these new invoices have been terrible, including double postings to multiple revenue accounts, etc.

Intuit, you are a large company and charge a hefty price for your service, please do better for your customers!

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