Set Default Customer or Supplier GST HST PST Sales Tax Codes for Canada Customers
Set default Tax Code (GST, GST/PST, HST) on Customer or Supplier record.
Thanks for submitting your feedback about setting default sales tax codes for customers in the Canadian version of QuickBooks Online.
As of today, this functionality is now live. You can add a default tax code to any customer, and QuickBooks Online will remember it for all future transactions. You can find additional details in our support article: https://community.intuit.com/articles/1692455
The Intuit QuickBooks Team
We need the same feature for Suppliers!!!!! Drives me insane changing all of my expenses manually, this software is supposed to make things easier far to many "almost there" moments with QBO.
This needs to be added for the Supplier, it tends to vary based on the supplier location rather than the expense account.
This new version costs me so much time & $ to apply a tax code per line item. Not to mention if a line is missed or a complete invoice. This was taken out of the new "improved" cloud based program. Please fix it
This is a no brainer ! We need to have this feature for both customers and suppliers
Marlene Pisani commented
We have to have the ability to assign a TAX CODE to the customer,, we supply many many customers each whom may pay different taxes,, we have to keep a binder available with tax codes because you dont have this abilty ,, when you are invoicing there is no way of knowing what a customer pays,,
I AM TIRED OF WORK AROUNDS,,, THIS SHOULD BE A STANDARD OPTION..!!!!!!!!!!!!!!!!!!!!!
Alan Somerville commented
This is already an existing feature in the desktop version. Why is not available in the online version?
When creating invoices from weekly timesheets, the GST code does not get transferred to the invoice. We must manually enter the GST code for every line item on the invoice, which is very time consuming. GST codes have already been setup for each product/service so this information should be used to populate the GST code on invoices.
Should this not be a redundant topic? How could Intuit have missed this? Please add this ability!
This seems like a very trivial item and I would like to see this ability added. It would make my life a lot easier!
Big Bear Tools commented
In Desktop Pro, we had "Customer tax code & country," but there are no corresponding fields in Online Plus.
The "Tax info" tab for a customer has only a field for entering their Business no.
Associate tax with customer, not item
Janice Montgomery commented
How about the ability to make a customer a "provincial tax customer" rather than having to apply the same tax on 35 line items. i.e. Customer located in Ontario will be charged HST for entire order, customer from Alberta will be charge GST on entire order. Right now we have to do it line by line.
Rod Potter commented
Need a process to designate tax rate for each customer as in Desktop Version. This takes too long to do individually as i have over 300 customers. Should be able at least to export as CSV file and then import the edited file
Sales Tax Options in Estimates.. It would make estimating quicker if there was a button to show or hide the applicable sales tax,, Some business owners quote projects without sales tax, some with ,, when you have a lot of items it is crazy that you have to change the tax code when you go from an estimate to an invoice,,, I have had to correct many clients books when they have forgotten to change the tax code and end up not charging tax after converting from an estimate. Also adding customer sales tax codes in the customer module like it is in desktop should have been incorporated into QBO,, this is a no brainer!
Jeanette Chong commented
If one enters a bill, and tries to put the whole amount under GST paid out you can't. Many companies import items they have to pay the GST on. But to enter a bill and have it all HST you can't do that.
Sloppy response from Intuit,, we have to have a default tax code setting in customer profile,,, staff inputting data cant be searching for this information THIS IS A MUST! IF YOU EXPECT TO USE THIS SOFTWARE FOR MULITIPLE CLIENTS
Customer Tax info
When I am editing a bill or expense, and I flick the 'Amounts inclusive or exclusive of tax' switch, the amount on my expense line changes. The reason I'm clicking the switch is because I just entered the correct amount, but need to change the taxes! When I flick the switch the detail lines get changed, then I have to update them AGAIN!
The system should keep the detail lines the same, and update the TOTAL, not the other way around!
Put the customers tax code back into his information file so I don't have to configure every line in his billing invoice...
Allow sales tax to be set for individual customers or suppliers - The same product can be sold to customers across the country or in the US. We need capability to have correct rate of sales tax be applied to customers.
When we purchase similar products from Canadian or US suppliers, our US suppliers do not charge HST.