How to consider the tax from the IIF ?

Hi there, marcelodineck. 

Please know that even if you imported different tax rates via IIF, QuickBooks always uses the default tax rate set up in the QuickBooks company preferences. This is because once you set up this feature on the program, it automatically charges and calculates sales tax when you create invoices, sales receipts, and other sales forms. Let me provide an alternative way to achieve your goal.

I recommend manually creating a sales tax item in QBDT and using the rate from the IIF file. You can then include it while making an invoice so that it calculates tax charges when you make a taxable sale.

Here's how:

1. Open the Invoice page ang go to the Tax drop-down arrow at the bottom. Then, choose Sales Tax Item after clicking Add new.
2. On the Sales Tax Name field, enter your preferred name for the tax item. It is advisable that you use the location of tax for the name. Further information can be entered in the Description field.
3. On the Tax Rate (%) field, enter the specific rate for the item.
4. On the Tax Agency field, type the name of the collecting agency (set up as a Vendor). If the agency is not in the list yet, select Add New to set it up.
5. Click OK.

You can read this article to see further details: Set up sales tax in QuickBooks Desktop.

In case you need steps on how to show different tax rates separately on the printed sales form for your customer, you can refer this article: Show multiple sales tax items on an invoice.

Feel free to comment below if you need further assistance in importing transactions using IIF or any related concerns about sales tax in QuickBooks Desktop. I'm always willing to help, marcelodineck. Keep safe always.

@OliM   This is probably one of the many bugs in the 'new' import workflow, which has a nasty habit of ignoring values in the IIF file and recording something else.

You can avoid these bugs by importing using the old an reliable method, which continues to work far better than the changes Intuit introduced in QB 2019 - and then failed to fix the many resulting bugs.

See this page for steps: BRC QuickBooks 2019+ IIF Import Changes and Recommendations 

Hi

we tried this today, but it will not work since there is one Tax that is related to two Tax Agency at the same time. We work with Canadian QuickBooks. 

We attempted this solution today, but it did not work @BigRedConsulting . We got an error message when we imported the IIF file. We have set the correct tax rate for the customer and inside the IIF file, but QuickBooks is still using the default tax rate from the Company preferences. We cannot find a good example for the Canadian version, just for the US version.

I would like to provide some more information.

We are using the Canadian version of QuickBooks, which has two tax rates and two tax agencies for some transactions. We have set the correct tax rates for the customer, but the importer is still using the default tax rates from the Company preferences.

@OliMRE: We attempted this solution today, but it did not work

In that case there is something wrong with the IIF file.

If you'd like, I'll review it for you, no charge. If you'd like me to do that, send a request here: BRC Support Request  

ok, done