We are a charity that qualifies for the PSB Rebate, so we include 50% of the GST in the expenses we report to our funders. In Classic View, I set up two tax codes and combined them into a tax group. This allowed the system to automatically add 50% of the GST to each expense and record it as a single line item, which worked perfectly for years.
Since switching to Modern View, expenses are now split into two lines—one for the expense and one for the PSB Rebate. As a result, we must manually combine these amounts for every expense reported to our funders, creating a significant amount of extra work and increasing the risk of errors.
It appears this change was made intentionally by Intuit, but it does not align with best practices for grant reporting. The only workaround I can see is to disable tax codes and manually calculate expenses including 50% GST at the source. However, this would be a last resort, so I wanted to check if there are any better solutions.
