QuickBooks POS: Change Customer Tax Location

 

Today we are going to talk about how to assign your customer to a specific tax location.

Let’s begin:

First, we are going to check “Set up Sales Tax”.

1. On your “File” menu go to “Preferences” then select “Company”.
2. On your “Company Preferences” go to “Work Orders” then select “Sales Tax”.
3. You will see here the Tax Location you’ve set up.
   

Second, we are going to set a customer tax location.

1. Go to “Customer List”.
2. Choose a customer you want to set up his/her tax location. (For example, Tim Johnson)
3. Select “Edit”.
4. Edit Customer screen will appear. Now, go to Customer Settings section then on Tax Location choose the tax location you want for Tim Johnson. (For example, Northlake)
   
5. Select “Save”.

Third, we will use Tim Johnson’s tax location in making a sale. (For example, Tim called and he wants to order orange highlighter)

1. Go to “Make a Sale”.
2. In “Scan or enter item information” choose “Orange Highlighter”.
3. In “Enter customer name or phone” select “Tim Johnson”.
4. Confirmation screen will appear. Select “Yes”.
   
5. Change the “Tax Code” to “Tax”.
   
6. Now the Tax location for Tim Johnson is added to his bill. Select “Save and Print”.