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June 12, 2020
Question

Is there a specific method of changing the tax code on my estimates and invoices? I am doing an estimate for a client in Alberta and want to charge GST instead of HST.

  • June 12, 2020
  • 1 reply
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1 reply

June 12, 2020

Hi tom.ade,

 

Collecting and remitting sales tax is an important part of managing your business. With QuickBooks Online, you can easily setup Sales Tax so you can include it in the relevant transactions.

 

First, it's vital to make sure you have the taxes setup. Once you have the taxes setup, you can apply them to your invoices for the Alberta customer. To set up your taxes, follow the steps below:

  1. From the left menu, select Taxes.
  2. Select Sales Tax. (Tip: If you use payroll in QuickBooks Online, you may need to select Sales Tax as opposed to Payroll Tax.)
  3. Select Manage sales tax.
  4. Select Add tax.
  5. Under What type of tax do you want to add? select Add next to one of the below options and follow the prompts to complete set up.

Check this community article for more useful information on setting up sales tax. The article will go over the necessary steps needed to set up your Provincial taxes. 

 

When creating an invoice, I encourage you to check out this resource here. The resource will show you step-by-step how to create an invoice and add tax to it. 

 

In case you have other questions, feel free to contact our support team using this link here. Otherwise, feel free to leave a comment below. I'll be one message away. :)