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Assign sales tax information to a customer

You need to identify which customers are taxable and how much sales tax to charge when they make a purchase. To do this, you need to assign a sales tax code to each customer. The sales tax code tells QuickBooks whether to automatically add a sales tax charge (for taxable customers) or not (for non-taxable customers, such as a church or non-profit organization) to each purchase they make. If a customer is taxable, you also need to assign a sales tax item (or sales tax group item) to that customer to tell QuickBooks the sales tax rate that should be applied to that customer's purchases.

The following instructions assume that you've already set up (added) the customer, but that you still need to assign or change the sales tax code for the customer.

Note: The customer's sales tax code always overrides the sales tax code assigned to an item.

To do this task

  1. Click Customer Center to open it, and then click the Customers & Jobs tab.

  2. Double-click the customer name.

  3. In the Edit Customer window, click the Additional Info tab.

  4. In the Sales Tax Information section of the window, click the Tax Code drop-down list and choose the appropriate sales tax code for that customer.

    If you do not see the Tax Code drop-down list, you have not set up sales tax in QuickBooks.

  5. If the customer is taxable, click the Tax Item drop-down list and choose the sales tax item with the sales tax rate that you usually charge for this customer.

  6. If this customer is sometimes or always exempt from sales tax, enter the customer's tax exemption ID in the Resale Number field.

    For example, a customer might sometimes be non-taxable if they buy items from you for personal use and they also buy items from you for a non-profit organization for which they work.

  7. Click OK.

See also

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