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lukeruss10
April 30, 2026
Solved

Sales Tax Rate Change / Finding Incorrect Tax on Invoice

  • April 30, 2026
  • 1 reply
  • 12 views

Hello All,

 

Recently there was a tax rate change in my county. Ive updated everything to the correct tax rate, but unfortunately at some point I have copied a invoice from a past transaction and I am 1% off on the charged tax for a invoice over the last month. Is there a way to viewa report by the tax rate percantage charged on an invoice. Also is there a way to automatically adjust to new sales tax rates on copied invoices? 

 

Thanks!

 

-Luke

Best answer by NerbynMaeI

You're absolutely right. QuickBooks Desktop doesn't provide a Tax Rate % column in the Transaction Detail report, as it pulls that percentage from the Sales Tax Item list rather than the individual transaction line.

 

To see all taxes collected from invoices along with their specific rates, use the Sales Tax Liability report instead. Navigate to the Reports menu > Vendors & Payables > Sales Tax Liability, then filter by date to ensure the sales tax column appears.

 

You can also double-click any Total Tax amount to open a data QuickZoom report, which shows all invoices charged at that specific rate.

 

Feel free to reply below if you have follow-up questions.

1 reply

C
continea
Level 5
April 30, 2026

Welcome, lukeruss10, to the QuickBooks Community! I will be more than happy to shed some light. You can view a report by tax rate percentage charged on an invoice. Here's how:
 

  1.  Go to Reports > Custom Reports > Transaction Detail.
  2. Set the Dates to last month.
  3. Click Modify Report.
  4. On the Display tab, check the boxes for Tax Item and Tax Amount (or Rate if available).
  5. On the Filters tab, select Transaction Type and choose Invoice.
  6. Click OK to run the report.

To answer your second question, QuickBooks Desktop does not have a native feature to automatically update historical "copied" invoices to a new tax rate. You must open each affected invoice and either re-select the Tax Item or update the tax rate manually. Here's how to fix the invoice with the 1% difference:

 

  1. Open the incorrect invoice.
  2. Click in the Tax column/field.
  3. Re-select the correct Sales Tax Item (even if it looks correct, clicking it often updates the rate).
  4. If the rate doesn't change automatically, you can manually click the See the Math or Tax button at the bottom of the invoice and use Override to set the correct 1% rate.
  5. Click Save & Close. 
     

Please let me know if you have additional questions or concerns! I will be here to assist further. See you soon.  

L
lukeruss10Author
April 30, 2026

Unfortunately i dont see tax rate under display. I can see tax amount under the splits, but i would have to calculate every single invoice to figure that out.

 

What im looking for is just to show all the tax collected (by invoice) and the rate that was applied. 

 

Thanks

-L

N
NerbynMaeIQuickBooks TeamAnswer
QuickBooks Team
May 1, 2026

You're absolutely right. QuickBooks Desktop doesn't provide a Tax Rate % column in the Transaction Detail report, as it pulls that percentage from the Sales Tax Item list rather than the individual transaction line.

 

To see all taxes collected from invoices along with their specific rates, use the Sales Tax Liability report instead. Navigate to the Reports menu > Vendors & Payables > Sales Tax Liability, then filter by date to ensure the sales tax column appears.

 

You can also double-click any Total Tax amount to open a data QuickZoom report, which shows all invoices charged at that specific rate.

 

Feel free to reply below if you have follow-up questions.

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