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jsn80
May 15, 2024
Question

With new invoice form I lost the cell to input location of sale for sales tax purposes, where can I input location of sale now?

  • May 15, 2024
  • 1 reply
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1 reply

C
ChristineJoieR
May 15, 2024

I got you back, Jsn80. Let's find out where to enter your sales tax by location in QuickBooks Online.

 

First off, I recognize the changes between the old layout and the new design of our invoice, as QuickBooks aims to provide the most convenient experience they can offer.

 

Since you need to input your sales tax by location, we need to scroll down a bit from the invoice page and tap See the Math option. Once the left panel shows, it will let you modify or enter relevant details for your sales taxes. 

 

Here's a sample illustration below for additional reference:

 

 

 

I've got you this article that will help you set up, edit, or deactivate your sales taxes in the future: Set up your sales tax in QuickBooks Online.

 

If you need to make personalized sales forms with a new layout, refer to this page for the complete instructions: Customize invoices and estimates with the new design.

 

Please notify us again if you have other concerns with pulling up sales reports. We are here to lend a hand. Have a great day. 

J
jsn80Author
May 15, 2024

Thanks, yes I'm doing the "see the math" when I put in the location of work address, it does calculate the tax correctly , but..... it then put shipping address on our invoice, which it shouldn't, as we don't ship, and I have done customization of format and selected don't show shipping.  The only way I have found to work around all of this, (which I didn't have to do on the old format) is to over ride the sales tax calculation and enter the sales tax rate myself.  The drawback being I first have to enter the location, to see if the address we have is considered in the city or outside city limits and then get the correct tax rate and then switch back and over ride sales tax with the rate I've found.  

Any way you know to avoid "over ride"

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