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Add a sales tax item and rate

When you first set up sales tax in QuickBooks, you added all of the sales tax items you needed for your business. However, as your business grows, you may need to add additional sales tax items, for example, if you start selling in a different tax district.

Before you add a sales tax item,find out more about sales tax items and rates.

To set up sales tax for, see add instead.

To do this task

  1. Open the New Item window.

    To do this task

    1. Go to the Lists menu and click Item List. Shortcut

    2. Click Item at the bottom of the list and then click New.

  2. From the Type drop-down list, click Sales Tax Item.

  3. Enter a sales tax name. This name appears as one of the choices in the Tax field on your sales forms.

    Tip: Use a standard naming convention for sales tax names that includes the tax location and rate (such as "Santa Clara County 8.25%"). If the rate changes in the future, you can create a new sales tax item for the same agency, but the new name will reflect the new sales tax rate (such as "Santa Clara County 8.30%").

  4. Enter a description for the way this sales tax item will appear as a line item on your sales forms.

    For example, "Santa Clara County sales tax". The description prints on your sales forms after the final line item. You cannot edit it on the forms themselves. Users frequently use the name of the tax as the description.

  5. Enter the sales tax rate.

    The percentage you enter is the rate you charge when a sale is taxable. For example, your sales tax for Santa Clara County might be 8.25% (or 8 and 1/4 cents per dollar purchased). This rate also appears on your sales forms.

  6. From the Tax Agency drop-down list, choose the appropriate tax agency (the one to whom you pay the taxes for this sales tax rate item).

  7. Click OK.

See also

KB ID# H_SALES_TAX_TASK_ADD_SALES_TAX_ITEM_AND_RATE
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