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M
martinfish65-gma
May 6, 2023
Question

How can I change the default tax allocation to customise 2 taxes on an invoice? I have purchase invoices that have goods (PST and GST) and services (GST only).

  • May 6, 2023
  • 1 reply
  • 0 views
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1 reply

J
JamesM4
May 8, 2023

Hello there, 

 

Thanks for connecting with us in the Community. QuickBooks is a powerful accounting program that offers a variety of tools and features that help you streamline your work. I'll be happy to share more information about setting up a default tax rate on your account so the taxes are uniform each time you enter a transaction.

 

In order to set up/change the default tax code on your account, you'll have to make the changes from the Account and Settings menu. To do this, click on the Gear icon > Account and Settings > navigate to the Advanced tab > look for the Accounting section > change your Default tax rate and hit Save and Done. I recommend checking this as this is helpful for when you enter your transactions in the future.

 

Give this a try and let me know how you make out. I'll be here in case you have other questions. Otherwise, have a great rest of the week!

M
martinfish65-gmaAuthor
May 8, 2023

Hi James,

Thanks for your response.  I followed your advice, but this seems to change the tax rate for all invoices, whereas I want to be able to customize the GST and PST on a single invoice basis. For example on a car repair bill, when there are some items that are subject to GST and PST (parts), and labour which is only subject to GST. So neither the GST 5% option, nor the GST+PST 12% option are correct.

 

Regards

Martin

J
JamesM4
May 8, 2023

Hello Martin. Glad to hear back from you. Just to confirm, are you looking to set up a custom tax rate(s) that you can use on your invoice line items?

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