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December 2, 2019
Question

How do I set up my invoices to my customers to charge GST & PST?

  • December 2, 2019
  • 1 reply
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1 reply

December 2, 2019

Hello dale16,

 

Being able to assign sales tax to your transactions in QuickBooks Online is as simple as turning on the sales tax feature. Here's how to do it.

 

  1. Select Taxes from the left menu.
  2. Choose Set up sales tax.
  3. Choose an option from the Province or territory.
  4. Click Save.
  5. Set up the sales tax parameters (these would have been outlined by the government).
  6. Click Next
  7. Click Got it.

This will automatically set you up with the sales tax rates and codes for that province. Now when you go create transactions, you'll see a column with a drop-down menu to choose a sales tax rate. All you'll need to do is pick the one you need to start tracking.

 

Don't worry, if you need to add other rates later, it's easy. I've got an article here that goes over those steps: How to set up a new sales tax code

 

Let me know if you have more questions!