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April 6, 2022
Question

Can I create an invoice that is "Tax Only" owing? Where QB will recognize that it is tax?

  • April 6, 2022
  • 1 reply
  • 0 views
We started using QB after we started a project, and the client has been paying us weekly for the reno, and now I want to make an invoice that reflects only the tax of the amount. Can I do this where QB will count it in its tax report due to CRA?

1 reply

April 6, 2022

Hi melissa-premiumb,

 

Welcome to Community!  QuickBooks Online projects feature is a great way to stay ahead of your work and review the progress at a glance.  Entering sales tax to the invoices is essential for tracking purposes and remaining in good standing with government guidelines.  I'll be happy to provide more information so you're on the right track with your work!

 

Currently there isn't an option to enter an invoice for sales tax only.  In this case, you'd need to open the current invoice and add the associated sales tax to the line items.  Here's how:

 

1. Click on +New in the left menu 

2. Select Invoice

3. Click on the history icon in the top left (looks like a clock)

4. Locate the invoice or scroll down and hit View more

5. Click on the invoice to open it and then in the drop-down arrow under Action, select View/Edit

6. Make the necessary changes

7. Hit Save and close

You're all set!

 

Here's a helpful article to assist with QuickBooks Online Projects for future reference.

 

If you have other questions, please don't hesitate to reach back out.  We'd be glad to help!