How can i get sales taxes on invoice ?

pouky
pouky Quicken Canada 2016 Member ✭✭
Can't get sales taxes on invoice but have it on estimate. Even if i convert the estimate after
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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    You need to create a Sales Tax  invoice item, and assign the correct tax percentage to it.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • pouky
    pouky Quicken Canada 2016 Member ✭✭
    already done but cant see on invoice. Like i said if i do an estimate i see the 2 taxes so there is another problem
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    It's not automatic.  You need to include the Sales Tax item  on the invoice, just as you included other invoice items.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    For the US version only:
    Do you have your *Sales Tax* account set up?
    The account may already exist in your Account List, but it may be marked hidden. Unhide it.
    Does the account name show in the Customer Invoice's Tax Account field? And, selecting <Edit> in the account selection pulldown, have you set up the Tax Rate default?
    Are all taxable invoice line items marked taxable, either in the line item description dialog or, in the invoice data entry form, column "T"?
  • Philip Morin
    Philip Morin Quicken Canada Subscription Member ✭✭
    I don't see column 'T' in the invoice register.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    I don't see column 'T' in the invoice register.

    It's not in the invoice register, it's in the New Customer Invoice data entry form.

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  • Louis J Tetrault
    Louis J Tetrault Quicken Canada Subscription Member ✭✭
    When I create an estimate, the taxes appear but when I convert to an Invoice the taxes disappear and are not include in the invoice. I can't seem to create an invoice which include the Taxes
  • pouky
    pouky Quicken Canada 2016 Member ✭✭
    when you opened the account receivable, the program asked you if you want to track the sales tax. Probably you answered "no". You have to close your account receivable and open a new one with the answer "yes" at the beginning of process.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    As a Canadian Quicken user, you need to go an extra step about activating Tax Tracking before this will work. Please read this discussion
    https://community.quicken.com/discussion/7715804/canada-sales-tax-not-working-on-invoices
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