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Replying to:
CharmieH
QuickBooks Team

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Thank you for joining this thread and bringing this to our attention, @JWHCC. I'm here to clarify this matter and provide a workaround to ensure that your taxes are calculated properly.

 

The Shipping field under the Sales Tax section is used manually to track shipping expenses. At the moment, only the products and services items can be taxable.

 

If you want to make the shipping fee taxable, we can create a taxable Service for the shipping and add it to the products and services line items.

 

Here's how:

 

  1. Go to Sales, then select the Products & services.
  2. Click New, then select the Service.

     
  3. Enter "Shipping" as the name, then edit the Sales tax.
  4. Click Save and close.

     
  5. Open an invoice, then go to Product or service.
  6. Add the Shipping to the line items.
  7. Enter an amount, and check the Tax column.
  8. Once done, hit Save and close.

 

With these steps, we don't need to enter the shipping manually into the Shipping field.

 

On the other hand, you can manually calculate the shipping tax, add it to its exact amount, and enter it into the shipping field, if you don't like creating a product and services for it. Please remember to provide a Note to customer that the shipping tax is already included.

 

You can explore the resources below. This can help you make your invoices, estimates, and sales receipts personalized. Also to know how much sales tax you owe.

 

 

I would love to introduce you to the QuickBooks Live Expert Assisted team. They're a group of experienced experts ready to help you smooth out your financial operations.

 

If you need more assistance or further clarification you can drop it to this thread. The Community team and I are here to address all your concerns. Have a great day!

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