Apply tax on invoice lines
Select a tax group for each invoice line and check the saved tax amount.
- Who can do this
- Owners; View invoices to open; Create invoices for a new invoice or Edit invoices for a draft
- Where
- Sales, then Invoices
- You'll need
- An active tax group for the selected invoice lines; a draft to change existing amounts
Choose tax for a line
Open Sales, then Invoices. Select New Invoice, or open a draft and select Edit. Enter the customer and line items. Opening the list and draft needs View invoices.
- In the line's Tax column, select the tax group. Scroll the line table horizontally if the column is outside the visible area.
- Repeat the selection for each line that needs a group, using No Tax for lines with no selected rate.
- Select Preview Invoice to check the calculated document if you have Create invoices.
- Select Save as Draft on a new invoice, or Save Changes on the edit form.
What happens next
Saving calculates tax from each line's amount after its line discount, using the selected group's currently active rates. A customer whose saved exemption passes QixCount's expiry check has no invoice tax calculated. See exemption certificates.
New lines begin with No Tax, so check their selections even if a default tax group exists. The saved calculation can differ from the form's running estimate, particularly with compound rates. Saving a draft does not send it to the customer.
For vendor documents, follow Enter tax on a bill.
Good to know
Invoice tax is selected per line.
Different lines can use different groups, or no tax. You need Create invoices for a new invoice and Edit invoices to change a draft. Only drafts allow line changes. The preview action also needs Create invoices, including when used from the edit form.