In order for QuickBooks to accurately track sales tax, you need to indicate which items are taxable and which customers must pay sales tax. You can indicate that a customer is taxable when you add the customer to QuickBooks or you can edit the setting later in the customer record.This feature works the same in versions 2011–2016 of QuickBooks.
To indicate that an existing customer is taxable:
To indicate that an item is taxable:
If an item is flagged as taxable, QuickBooks applies tax to the item when it is selected on sales forms. QuickBooks automatically applies the sales tax percentage based on the default sales tax item from your sales tax preferences.
Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.