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

1. Add or delete the column from the invoice or estimate layout. 

2. Add or delete the sales tax account.

See below.

Add or remove the Sales Tax column on the invoice

1. Select the Business tab.

2. Select Business Actions → Invoices and Estimates →  Design Invoice Forms.

3. Click Layout and choose the invoice form you want to edit.

4. Select or deselect the Sales Tax check box to change the status.

5. Close the Design Invoice Form window.

Add/remove tax tracking for a business/invoice account

1. Right-click on the account you want to turn on sales tax tracking for.

2. Select Edit/Delete account.

3. On the General tab, select Yes or No for Tax-tracking enabled. 

   • Yes will turn on tax tracking

   • No will turn off tax tracking

4. Select OK.

Delete the sales tax account from your Account list.

1. Choose Tools menu > Account List.

2. Select the sales tax account you want to delete from the list.

3. Click Delete to remove the account.