Setting up an Invoice to show a breakdown of combined tax code amounts ( WC , CDC ) in QuickBooks QBi 2008/09

Legacy KB ID: 286

Question

How do I set up an invoice to show a breakdown of combined tax code amounts in QuickBooks QBi 2008/09?

Answer

Note: If you are running QuickBooks QBi 2008/09 R2P or R3P you will need to save and import this template: library.reckon.com.au/library/des/Tax_Invoice_Wine.ZIP
To check your version of QuickBooks, press [CTRL + 1] on the keyboard to display the Product Information.

To import the template;

  • From the List menu, select Templates
  • Click the Templates button and select Import...
  • Locate and select the template
  • Click Open
  • The Basic Customisation window will appear. Customise the template if necessary and click OK

In order to make the breakdown of tax clear on the invoice you will need to enter "Tax Summary" on the last line of the invoice within the description column. This will display the invoice as normal, with a space below the line items followed by the individual tax codes and amounts. When printing an invoice you need to untick the Amounts include tax option.

You can create an Estimate, Sales Order, Adjustment Note or a Sales Receipt template by going through the List Menu and clicking on Templates. Highlight the Tax Invoice - Wine template, click the Templates button and select Duplicate then select the required template type.

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