I have City, County, and State Sales taxes to invoice and track.

Question

How can I edit the Invoice Layout to add the separate Sales Taxes so that Quicken automatically tracks how much I owe for each quarter? I know how to add the separate Tax accounts to the Form. But I don't think I should have to use a separate Spreadsheet and do double entry just to track all my Sales Taxes that I collect. I am using the Quicken for Windows Home Business Rental Property version 2019.

GeoffG · Accepted Answer

You would need to create tax categories for each of the tax entities you want to track. Category reports customized should get you the reporting you need. Depending on how much business you do with various state, county and city customers, this could become challenging to track. There are online services that provide for tax collections if you need more than what Quicken can provide.