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January 9, 2021
Question

Hi I did my invoice but don’t see my tax

  • January 9, 2021
  • 1 reply
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1 reply

Rebecca R
January 11, 2021

Good morning userseblc-inc!

 

Including tax on your invoices is a crucial step that enables you to keep track of the amount you'll need to remit to the government when it comes time to do so. Getting the correct tax agencies and codes set up in QuickBooks Online is a simple process, and once complete, will save you so much time. I want to make sure you're able to see the tax on the invoices that you create. 

 

The first thing you'll need to do is navigate to the Taxes tab from the left menu when you're signed in to QuickBooks Online. If you've already got things set up, you'll see a tile for the tax agency you use, as well as the option to Manage sales tax. Otherwise, you'll be prompted to get things set up. Follow the directions on screen and you'll have the appropriate provincial sales tax codes for your company in no time. In case you need to set up additional codes, follow the steps in this article: How to set up a new sales tax code.

 

Once that's complete, when you navigate to a new Invoice you'll see a new column for Sales Tax. Once you've selected a line item, you'll be able to choose the appropriate tax code from the dropdown. Make sure you Save your invoice before moving on so the tax remains calculated. To see the amount of tax that's being charged, you can scroll to the bottom of the invoice. Beneath the Subtotal, you'll see the sales tax code selected and the percentage on the total amount. A corresponding field will show the amount. If necessary, you can manually edit this box to increase or decrease the amount of tax being charged to your customer. 

 

I'm confident that these steps will have you adding sales tax to your invoices and bills in no time, but if you have any follow-up questions, I'll be here to help. Have a fantastic week!