Comments on: How QuickBooks Shows Sales Tax on Invoices

By: Charlie

Charlie — Tue, 03 Apr 2012 17:26:48 +0000

Michelle, if the sales tax is showing as a line, then QuickBooks doesn’t think that you have the proper sales tax field printing in the footer. Have you tried one of the standard templates from QuickBooks?

By: Michelle

Michelle — Tue, 03 Apr 2012 14:55:53 +0000

My sales tax shows up as a line item I did everything you said and when I print sales tax in the footer shows $0.00 and still shows as a line item. Please advise.

By: Charlie

Charlie — Sun, 11 Mar 2012 23:55:12 +0000

R Cates – as far as Avatax, you would need to talk to them (why are you using Avatax if you don’t have tax to report???).

As far as getting a charge to show in the bottom of the invoice, not in the detail portion, you really can’t do that with QuickBooks. It isn’t set up to do that.

However, if you contact the sales department of my company (CCRSoftware) at sales@ccrsoftware.com, we might have a solution that would help you with printed forms, as we have a way to do this with our add-on program CCRQInvoice.

By: R Cates

R Cates — Sun, 11 Mar 2012 17:39:48 +0000

None of our items will ever be taxable, but we are still required to report sales income as exempt to various agencies. If I over ride sales tax box will it mess up the Ava tax report? I need to have insurance surcharge to print after a subtotal in a box and then invoice total. Our clients will not pay an ins surcharge mixed in the body of the invoice. Insurance surcharge is setup as addl income item. I can put subtotal as a line item, then I would select subtotal on invoice after billing professional surcharges then select the insurance surcharge and bill that amount. To have it print correctly I could go to footer select subtotal but how do I select ins to print after subtotal in footer. I think I am close to getting it. But I don’t know what the accounting implications of just changing the name sales tax to ins surcharge I don’t know how it would know to pull the ins surcharge amount in that field. HELP

By: Charlie

Charlie — Sun, 04 Mar 2012 21:19:47 +0000

R Cates, the sales tax box is only going to print something that has to do with a sales tax. If you don’t EVER have anything that you have to charge sales tax for, you can just use the sales tax feature for your charges perhaps. But to give you specific information I’d have to know a lot more about how you are using QuickBooks.

By: R Cates

R Cates — Sat, 03 Mar 2012 02:55:55 +0000

I almost have the invoice like I want it. Because our services are non taxable I want to use the sales tax box for an Insurance Surcharge we charge customers. How can I get my insurance surcharge to print in the re labeled sales tax box. PLEASE HELP. I need a subtotal then ins surcharge then total invoice is this possible.

I know it has to be. If it is when I bill the insurance surcharge when creating the invoice how do I tie it to the insurance surcharge box so it prints there. I am at my wits end!!!!

By: Charlie

Charlie — Wed, 28 Dec 2011 20:50:26 +0000

Laura, I don’t work with IIF, so I can’t give you much help there. I avoid IIF as much as possible, as it is not a great way to import things. I prefer to use the Transaction Pro Importer (www.baystateconsulting.com). I don’t know what method you are using to add sales tax, but it sounds like you are trying to add it using an item, and that item isn’t set up properly.

By: laura

laura — Wed, 28 Dec 2011 20:12:13 +0000

I am importing using IIF. I just want to be able to import it into quickbooks, but our normal invoices that I import do not have taxes on them. On this particular invoice there has to be sales tax added. From the original source the tax has been added so is there a way that I can bypass this one invoice to import it into Quickbooks.

By: Charlie

Charlie — Wed, 28 Dec 2011 18:51:03 +0000

Laura, are you “importing” this, or entering it directly from the user interface? If you are importing, HOW are you importing (IIF, or a tool)? When you add sales tax, are you trying to create an item to handle the sales tax?

I’m guessing that you are creating an item in the item list, like a service charge or something, and trying to associate the “account” with sales tax payable? You wouldn’t do that, you would want to create a “sales tax item” specifically.

By: laura

laura — Wed, 28 Dec 2011 18:34:29 +0000

I am wanting to import an invoice from another program into Quickbooks. Our invoices do not usually have sales tax at all so there is no problem inputting them from this other program. This particular invoice has sales tax . When I try to input it into Quickbooks it says : “You cannot associate an item with sales tax payable, Undeposited Funds, accounts receivable, accounts payable, or non-posting accounts. Usually, if you sell the item, use an income account; if you buy it, use a expense account.” I have no idea what to do or to change to make it so I will be able to import this invoice. Any guidance or assistance would be greatly appreciated.