Strictly controlled flow

Sales tax 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.