Quicken Windows Help

How do I change the default sales tax account?


The first time you create an invoices/receivables account, Quicken creates an account called *Sales Tax* to track the tax you charge your customers. If you add additional sales tax accounts, use this option to select the default account for a particular invoice.

  1. Open the account for which you want to change the default sales tax account.

  2. In the invoices/receivables register, select the invoice for which you want to track tax charges, and then double-click the word --Form-- in the Category field.

  3. At the bottom of the invoice form, in the Tax Account field, select an existing tax account to be the default or create a new one.

  4. Click OK.


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