Projects not including sales tax

Thorhaug · ‎July 22, 2020

I am doing the bookkeeping for a Canadian charity, and one perk of charities is that they can claim half of the federal sales tax paid in expenses. What I've done to track this is created a group sales tax called 'NPO Purchases' that is divided into two taxes of 2.5% each. Whenever I add a bill QBO automatically separates the GST paid, and I can apply for a rebate after fiscal year end.

As a charity our funding is defined by a number of contribution agreements which I track with the QBO Projects feature. I've encountered a problem where one half of the tax paid is not accounted for in the Project expenses - the bill will list the full amount but the Project will be short that 2.5%. For example, a bill for $100 will list as $105 in total, but on the Project expense report it will only list $102.50.

It is irrelevant to our funders that we are claiming the GST back in our annual filing, as the full GST is an eligible expense in the contribution agreements. Is there a way to make sure that all the taxes paid are included in the Project expense tally?

JamesM · ‎July 22, 2020

Hi Thorhaug,

QuickBooks offers a variety of awesome features and the Projects feature is one of them. It's good you're using the Projects feature to help manage the moving parts of your business. I'd be glad to steer you in the right direction with this.

It's important I'm able to see how you set up your taxes and projects on your account so I can assist. Based on what you've described, I recommend contacting our support team for further assistance. One of our specialists will be happy to share your screen and take a closer look at your account. Here are the contact details:

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social Media: Facebook, Twitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET.

Let me know if you have other questions by leaving a comment below: I'll be on standby.

willow123 · ‎December 02, 2020

Did you ever get this resolved? Having the same issue. Wanting to see GST under Projects so we know true profit from each job.

PatriciaT · ‎December 02, 2020

Hi willow123,

Thanks for joining us here. It's important to me that you can properly track your sales taxes associated with your projects. I also encourage you to reach out to support using the steps shared above by James. Those agents have all the necessary tools to pull up your account in a secure environment and make sure your sales tax center is correctly set up and synchronized to your projects. They'll be happy to troubleshoot this issue thoroughly, and I'm confident we'll get to the bottom of it.

mariannegagnon1 · ‎April 25, 2022

I have the same issue. I'd love to hear how or if this was resolved for you. I spend 4 hours on the phone with Quickbooks to get them to resolve this for me and they didn't seem to know what to do or even really understand the issue. They said they would call me back but never did.

Thanks for the help,

Marianne

JamesM4 · ‎April 25, 2022

Hello mariannegagnon1. Thanks for chiming in on this thread. I'd like to make sure you get the support you need with this. In order to get to the bottom of this ASAP, I recommend contacting our phone support team using the details below:

Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

One of our representatives will be happy to take a look at your account and help you get back on track ASAP. Feel free to ask other questions. I'm here to help.

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Projects not including sales tax