Link to home
Start Free TrialLog in
Avatar of DarinOBrien
DarinOBrien

asked on

Adding Sales Tax to an Invoice in Peacthree Accounting

I'm running Peachtree Complete Accounting 2011.  I've setup the Sales Tax Agencies and Sales Taxes.  I'm now invoicing a customer for a product that is subject to sales tax.  How do I get the sales tax to show on the invoice?  It looks like I should be able to select the sales tax as an "Item" or that Peachtree should automatically know that the item being sold is subject to sales tax and add that as a separate line item on the invoice.

Any help would be greatly appreciated.

thanks,
darin
ASKER CERTIFIED SOLUTION
Avatar of Tony Giangreco
Tony Giangreco
Flag of United States of America image

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Avatar of DarinOBrien
DarinOBrien

ASKER

The items were setup in inventory as "Item Tax Type: 1" which = "Regular" which = Taxable.

The problem was that Peachtree wasn't automatically adding taxes to the invoice as I expected.  HOWEVER,  I just found that there's a field to the right of the sales tax field with a dropdown menu that allows you to select the tax type (in my case it's "StateAndLocal").  I just missed that dropdown menu before since it's not obvious.

Thanks!
darin