QuickBooks for Mac 2014 User’s Guide 197
To apply tax to a non-taxable item:
1 On a sales form, enter the item as you normally would.
2 Click the Tax column (to the right of the Amount column).
What happens
When you enter a taxable item (or click next to the amount of a non-taxable item), a “T” appears beside the item
amount. If the customer is taxable, QuickBooks includes all items marked with a “T” in its tax calculation.
Assigning a tax rate to a customer
You can set automatically charge sales tax when you make a sale to a particular customer. Do this by completing
two fields on the customer's record in the Customer:Job list.
To assign a tax rate to a customer:
1 Choose Lists > Customer:Jobs.
2 Find the customer you want to make taxable and edit the customer. (Double-click the name of
customer or select the name and click Edit Customer.)
3 Click the Additional Info tab.
4 If a customer is sometimes exempt from sales tax, enter the customer's tax exemption ID in the
Resale No field.
5 Select the Customer is taxable checkbox.
6 In the Tax Item field, select the tax you usually charge this customer.
When you make a sale to the customer
QuickBooks automatically calculates the tax by using the tax item you choose for the customer. If you want, you
can calculate the tax at a different rate by choosing a different tax item directly from the sales form.
Applying tax to a sale
If you have set up a default sales tax, assigned taxes to your customers, and marked taxable items you sell as
taxable, QuickBooks automatically calculates and applies the tax when you make a sale.
• To apply a different tax to a sale, select the tax you want to apply from the list of tax items at the bottom of
the sales form.
• To apply tax to an item you normally don't tax, in the Amount column of the sales form, click the space
between the line item amount and the right edge of the column. A “T” appears next to the line item to indicate
you are collecting tax on the item.
• To make a non-taxable sale:
o If you never tax the customer, clear the Taxable checkbox on the customer's record.
To Next Page
Loading...