How to add tax and discounts to an invoice

Steps

1. Open the invoice generator and select Fields.
2. Under Essentials, switch on Tax (per-line tax column and the tax total). Switch on Discount the same way if you need it.
3. The table now has Disc and Tax columns, both starting at 0%. Click the Tax cell on a line and type the rate, for example 10.
4. Check the totals. A 10% rate on a $95.00 line adds $9.50 and the Balance due rises to match.
5. To rename the tax, click the Tax line on the invoice, or use Tax name under Extras. The name prints on the invoice.

Different rates on different lines

When lines carry different rates, each rate gets its own row in the totals.

Prices that already include tax

In Extras under Discount and tax, Prices include tax tells the page that the rates you typed already contain the tax, so the totals show the tax inside them. Show per-line tax and Show per-line discount hide or show the columns and keep the values.

Find a rate

Your account can fill a rate for you. Under Invoice defaults in Account, choose your state in “Where you work” and the rate fills in. Local city and county tax can sit on top, so change the rate if yours differs. The sales tax calculator covers the arithmetic.

Common problems

• The totals look wrong.

  See tax or totals look wrong, with a worked example.