How to add tax on an invoice

How to allocate tax types such as GST, PST, HST, or QST on your invoice in Sage Accounting.

To update sales tax options

See How to set up sales taxes.

Set a default tax

1. Go to Contacts. Select either Customers or Vendors.
2. Select the Customer or the Vendor that you want to invoice.
3. Go to Contacts and Addresses. 
4. Click the edit pencil icon.
   
5. Fill in the Address and Province fields and click Save.
6. Create a new invoice for the contact.

While in an existing invoice

A default tax will show up by following the steps above. Without a default tax province, select a sales tax rate from the Tax Rate dropdown to save the invoice. For tax‑free invoices, select No Tax or Tax Exempt