MaryLurleenM
Moderator

Other questions

You can edit the income tax form, CarolynM.

 

Changing it to the correct tax form will make sure you're processing the appropriate income tax return.

  1. Go to the Company menu at the top to choose My Company.
  2. Click the Pencil icon for Company Information to access the Report Information tab.
  3. From there, select the correct tax return used by the business.
  4. Click OK to save the changes.

Here's an article that will help you get started using QuickBooks Desktop: User guide.

 

Furthermore, if you want to use sales tax, it's a feature you need to turn on. Here's how:

  1. Go to the Edit menu at the top, then select Preferences on the drop-down.
  2. On the Preferences window, choose Sales Tax on the left pane.
  3. Click on the Company Preferences tab.
  4. Select Yes to turn on sales tax.

 

Once done, you can now set up a sales tax item. Here's how:

  1. On the Company Preferences tab, click the Add Sales Tax item.
  2. From the Type drop-down, choose Sales Tax Item.
  3. Enter your preferred name for the tax item on the Sales Tax Name field.
  4. On the Tax Rate (%) field, enter the specific rate for the item.
  5. Then, on the Tax Agency field, type the name of the collecting agency. If the agency is not on the list yet, select Add New to set it up.
  6. Click on OK once done.

You can also refer to this article for more information: Set up sales tax in QuickBooks Desktop.

 

Stay in touch with me if you need anything else.