Entering a custom tax amount
If you want to enter a custom tax amount, you can type in the amount followed by the shortcut code or abbreviation, so 3.24S would enter 3.24 State Tax (note: when entering a custom amount or rate, please do not leave any space between the amount/rate and the tax shortcut code / abbreviation). This is good when you need to enter a tax amount that is different than the rates you have already set up.
Entering a custom % rate
If you need a custom %, then you can type in 4%S, to charge 4% State Tax.
Entering multiple tax % rates or amounts
If you need to enter multiple tax rates or amounts, you can do so by enter the tax shortcut codes separated by commas - no spaces. So if you wanted to add a State and Local Tax, you would type in S,L.
Furthermore, you can use custom % rates or amounts, so you could type in 8%S,4%L for 8% State Tax, 4% Local Tax, 8.44S,4.25L for $8.44 State Tax and $4.25 Local tax or 8%S,4.25L, for 8% State Tax, 4.25 Local Tax.
- For more information on view our Using Taxes when Entering Income and Expenses article.
- If you want to set up a tax, view our Setting Up Taxes article.
- If you want to set up multiple tax rates for a single tax or combine multiple taxes into a single shortcut code, please go to the Setting Up Taxes - Advanced article.
- If you want information on the “File Sales Tax” feature, go to the Remitting Sales Taxes article.