Assigning a tax rate to a customer

You can set automatically charge sales tax when you make a sale to a particular customer. Do this by completing two fields on the customer's record in the Customer:Job list.

To assign a tax rate to a customer:

  1. Choose Lists > Customer:Jobs.
  2. Select a customer and choose Edit from the Action pop-up menu ( image). Or choose New from the Action pop-up menu ( image) to enter a new customer.
  3. Click the Additional Info tab.
  4. If a customer is sometimes exempt from sales tax, enter the customer's tax exemption ID in the Resale No field.
  5. Select the Customer is taxable checkbox.
  6. In the Tax Item field, select the tax you usually charge this customer.

When you make a sale to the customer

QuickBooks automatically calculates the tax by using the tax item you choose for the customer. If you want, you can calculate the tax at a different rate by choosing a different tax item directly from the sales form.