Lesson 5-5: This free QuickBooks tutorial will show you how to assign sales tax items to your customers. Assigning a sales tax item to your customer list will create a default tax rate when you make a sale to a particular customer. For example, suppose you make a sale to “Company A” in Florida and “Customer B” in California. The sales tax rate for those states are different. If you do not assign a sales tax item to each customer, then you will have to change the sales tax item every time you create an invoice for those respective customers. To assign a sales tax item to each customer, perform the steps in the video below:
Here is a summary of the steps that were performed in the video below:
1. Go to the Customer Center by clicking the Customer con on the icon bar, or click Customers on the menu bar, then click Customer Center.
2. Open the Ad/Edit Multiple List Entries window by clicking Edit on the menu bar, and then click Add/Edit Multiple Customer: Jobs. Alternatively, you can right-click anywhere on the Custoemer: Job list, then click Add/Edit Multiple Customer: Jobs
3. In this window you will see several columns. We must add the Tax Item column, if it is not there already.
4. Click Customize Columns on the right.
5. On the left side of the Customize Column dialog box, you will see a list called Available Columns. Scroll through the list until you see Tax Item. Select Tax Item, then click Add. After the column has been added, click OK.
6. In the Tax Item column, select the Tax Item that you need to be displayed when an invoice is created for that particular customer. After you have made your choices, click Save Changes at the bottom of the window.