Strictly controlled flow
XE "sales tax" operation in
QuickBooks does not feature the flexibility
and options of other activities. The
things named in the overview run much more
easily if set up and used in the order shown.
Sales tax is usually
recorded by the inclusion of a sales tax item
on invoices (or other sales documents.)
Sales tax will be collected only if all of
the following are true:
Sales tax is turned on (Preferences)
Customer is tax-paying (on that invoice)
A taxable item is sold
Sales tax item has a rate above zero.
We can take up these requirements like many things in life, one step at a time.