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SnapSnap
February 20, 2020
Question

How to edit auto tax settings on invoices - Canada.

  • February 20, 2020
  • 1 reply
  • 0 views
We pay PST and GST on purchases. but collect only GST on sales. When I add these materials to bills - using the "make billable" feature Quickbooks auto adds GST/PST to all items. How do I fix the auto settings for tax collected so it is just GST? I go into tax settings, and see the option to disable a category - but we still need PST/Gst for purchases.

1 reply

AddieC
AddieC
February 20, 2020

Hi there, 

 

A billable expense is an expense you incur on your customer’s behalf when you perform work for them. You can easily record and track billable expenses so your customer can reimburse them when they receive their invoice. I'll explain why your expense is defaulting to PST/GST when you make it billable to your customer. 

 

When you enter an expense with PST/GST, the same tax code will apply when you make the expense billable. Since your customer is going to be responsible for paying the entire expense, the tax code will automatically be set to the one you paid on the initial purchase. 

 

If you're trying to add the cost of the expense to your customer's invoice not including the tax (or with GST only), I'd recommend setting up a non-inventory item for your expense, then adding it as a line item on their invoice. To set up a non-inventory item, click the Sales tab, then click Products and Services. Select New > Non-Inventory. You can create a name for the item that you'll recognize, such as "Materials/Supplies". 

 

I hope this helps you get back on track. If you have any other questions, or if you need a hand, please reach out to our tech support team.


Cheers.

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