How do I turn on/off sales tax tracking?
There are reasons to turn tax tracking on or off.
For example, you can turn off sales tax tracking if you work only with tax-exempt charities or non-profit organizations or if your area has no sales tax.
You need to change the tax tracking in two places
- Add or delete the column from the invoice or estimate layout.
- Add or delete the sales tax account.
See below.
Add or remove the Sales Tax column on the invoice
- Select the Business tab.
- Select Business Actions → Invoices and Estimates → Design Invoice Forms.
- Click Layout and choose the invoice form you want to edit.
- Select or deselect the Sales Tax check box to change the status.
- Close the Design Invoice Form window.
Add/remove tax tracking for a business/invoice account
- Right-click on the account you want to turn on sales tax tracking for.
- Select Edit/Delete account.
- On the General tab, select Yes or No for Tax-tracking enabled.
- Yes will turn on tax tracking
- No will turn off tax tracking
- Select OK.
Delete the sales tax account from your Account list.
- Choose Tools menu > Account List.
- Select the sales tax account you want to delete from the list.
- Click Delete to remove the account.