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MaryLandT
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Allow me to step and fix the issue about the sales tax not being added on the invoice , billjmallek.

 

After selecting the NYS tax rate, you'll also need to make sure the item is taxable. This will allow QuickBooks to calculate taxes.

 

You can click the Tax field to make the item taxable. See the attached screenshot below for your visual guide.
taxableitem.PNG

 

You can also mark the item as taxable through the Product and Services page. Doing this will automatically enable the check mark in the Tax column on the invoice.

 

Let me show you how:

  1. Go to Sales from the left navigation bar, then choose Products and Services.
  2. Find the item, then click Edit under Action.
  3. On the Product/Service information window, select Taxable - standard rate under Sales tax category.
    taxableitem1.PNG
  4. Click Save and close.

I've added this link: Set up and use automated sales tax to learn how QuickBooks do you sales tax calculations for your invoices.

 

Stay in touch if you need additional information by clicking the Reply button below. I'm always right here to help ensure the sales tax amount is added to the client's invoice.

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