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January 13, 2024
Question

Is there a way to add auto sales tax to my invoice? I am currently using the QB Self Employed plan.

  • January 13, 2024
  • 1 reply
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1 reply

January 13, 2024

It's nice to see you posting here in the Community forum, Tony.

 

I'd be glad to assist you with tracking sales tax to invoices in QuickBooks Self-Employed (QBSE).

 

At this time, adding auto sales tax to invoices isn't an option in QBSE. In the meantime, you'll have to add it manually every time you collect sales tax.

 

To add sales tax to invoices, here's how:

 

  1. In the left menu, click Invoices.
  2. Click the Create invoice button.
  3. Choose Add product or service.
  4. Select the Product or Service dropdown and then choose + Add new.
  5. Enter Manual sales tax for the name.
  6. Enter your sales tax rate amount.
  7. Select Save.

 

For more information on how sales tax works in QBSE, see this article: Manually track sales tax in QuickBooks Self-Employed.

 

If you prefer to enter your sales income and expenses manually, you can refer to this article for a guide: Manually add transactions in QuickBooks Self-Employed.

 

Feel free to reach out to me if you have any more concerns or follow-up questions regarding managing invoices in QBSE. I'm here to provide further assistance.

Tony_AGAuthor
January 14, 2024

What subscription should I use to get the auto tax feature to work? Can I add it on?