QuickBooks POS: Simple Sales Tax Setup

 

Today we will show you the quickest and easy way on how to setup your simple sales tax. Simple Sales tax is use if you are a store that has a single simple tax code and tax percentage.

Let’s begin:

1. On your “Item List” create a new item.
2. From your Add Inventory Item screen choose whether your item is “Taxable” or “Non-taxable” on your tax in the Basic Info section.
   
   1. Let’s go quickly at Company Preferences to show you that we haven’t set up a tax yet.
      1. Go to “File” then “Preferences” click “Company”.
         
      2. On the left side of the screen find “Work Orders” click “Sales Tax”.
         
      3. You can see here that there are no taxes set up yet.
         
3. On your “File” menu click “Setup Interview”.
   
4. Click “Sales Tax”.
   
5. Mark “Yes” then, fill in the “Sales tax rate as a percentage” and “the name of your tax agency” base on your location.
   
6. After you fill in everything on the “Sales Tax” click “Next”.
   
7. Then click “Done”.
   
8. Let’s go back to “Company Preferences”.
   
9. You have now set up Simple Sales Tax.