How to Create a Sales Tax Group in QuickBooks
If you collect sales taxes from customers for multiple agencies (e.g., city and county), it may be useful to combine sales tax items into groups. By grouping, invoices and sales receipts will list only one total tax amount instead of listing each tax amount separately. To add a sales tax group in QuickBooks, follow these eight steps.
This feature works the same in versions 2011–2016 of QuickBooks.- From the menu, select Lists > Item List.
- In the Item List window, click Item and select "New". The New Item dialog box opens.
- From the Type drop-down list, select "Sales Tax Group".
- In the Group Name/Number field, type a name for the sales tax group.
- In the Description field, type a description of the sales tax group.
- In the table, click in the first row and then select a sales tax item to include in the group from the Tax Item drop-down list.
- Repeat the last step for each sales tax item you need to include in the group.
- When you finish, click OK.
Related Articles
- How to Transfer Funds Between Bank Accounts in QuickBooks
- How to Create a Company File in QuickBooks Using Express Start
- How to Create a Profit and Loss Report in QuickBooks
- How to Customize an Invoice Form in QuickBooks
- How to Add Inventory Items in QuickBooks
- How to Write Checks and Enter Bills in QuickBooks
- How to Use the Account Register in QuickBooks
- How to Delete and Void Checks in QuickBooks
- How to Export a QuickBooks Report to Microsoft Excel
- How to Add Credit Card Accounts in QuickBooks
- How to Run a Sales Tax Report in QuickBooks
- How to Enter a Credit Memo in QuickBooks
- How to QuickZoom on a Report Item in QuickBooks
- How to Track Time for a Single Activity in QuickBooks
- How to Customize the Icon Bar in QuickBooks
- How to Customize Preferences in QuickBooks
- How to Create a Memorized Report in QuickBooks
- How to Change the Default Sales Tax in QuickBooks
- How to Create a Sales Tax Group in QuickBooks (this article)
- How to Add a Filter to a Report in QuickBooks
- How to Perform an Advanced Find in QuickBooks
- How to Add Items to the Item List in QuickBooks
- How to Close a Company File in QuickBooks
- How to Change the Header and Footer in a QuickBooks Report
- How to Enter Credit Card Charges in QuickBooks
- How to Run a Time Tracking Report in QuickBooks
- How to Add Vendors in QuickBooks
- How to Select Payments to Include in a Deposit in QuickBooks
- How to Apply Sales Tax to an Invoice in QuickBooks
- How to Quick Add a Name in a Timesheet in QuickBooks
- How to Use the Open Window List in QuickBooks
- How to Record and Receive Customer Payments in QuickBooks
- How to Track Vehicle Mileage in QuickBooks
- How to Reconcile an Account in QuickBooks
- How to Delete a Memorized Transaction in QuickBooks
- How to Record a Sales Tax Payment in QuickBooks
- How to Create a Memorized Transfer in QuickBooks
- How to Set up a Vehicle List in QuickBooks
- How to Enable Class Tracking in QuickBooks
- How to Set Up a List of Class Items in QuickBooks
- How to Edit a Memorized Transaction in QuickBooks