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Jonathan_Calhoon
Level 1

QuickBooks Go Payment

So currently, if I make a sale in GoPayment it calculates the sales tax before applying the discount. How do I make it calculate the sales tax after I apply the discount? 

3 Comments 3
Catherine_B
QuickBooks Team

QuickBooks Go Payment

Hi Jonathan_Calhoon, 

 

I can help you verify how we calculate sales tax and check your invoices if the Taxable column is selected. 

 

QuickBooks automatically calculates the total tax rate for each sale based on the following:

 

  • Your customer's tax-exempt status
  • Where you sell and where you ship
  • What you sell 

It's possible that you're customer or item is set to withhold sales taxes, or the transaction itself was made taxable. We can open the invoice first and check if the Taxable option is checked. If not, you can verify next your customer and item's tax information. Any changes you made to these tax info will take effect on future transactions. For it to apply to future transactions, you'll have to open each transaction and toggle the customer or item again.

 

 

For more details, you can use these links: 

 

I'll be around the corner if you need anything else. Post your questions here anytime. Keep safe!

Lharto
Level 1

QuickBooks Go Payment

I am having an issue with GoPayment calculating sales tax on the full sale price and not on the discounted price.    QBO is doing this fine when I do an invoice with a discount but GP calculates based on the full price.   How do I correct this?  

MAnneJ
QuickBooks Team

QuickBooks Go Payment

Calculating sales tax on discounted prices isn't available in the GoPayment app, @Lharto. I've got a workaround to get you going.

 

I recommend sending your feedback so our developers can consider adding this option. To do so, please follow the steps below:

 

  1. Open your QBO account.
  2. Click the Gear icon in the upper-right corner.
  3. Select Feedback under Profile.
  4. Share your feedback.
  5. Click Next to submit.

 

You can refer to this link so you can track the status of your request and get the latest updates from our development team: QuickBooks Online Customer Feedback

 

Alternatively, you can create and apply a price rule to customize and add discounts to your products and services. Here's how to turn it on before creating price rules: 

 

  1. Go to the Gear icon, select Account and Settings.
  2. Click the Sales tab.
  3. Select the pencil icon in the Products and services to edit.
  4. Click the Turn on price rules Beta checkmark.
  5. Select Save and Done.

 

However, creating the price rules is exclusive to Plus and Advanced subscribers. You can visit this article for the detailed steps in creating price rules in QBO.

 

Additionally, you might want to visit this article and learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm more than happy to assist if you need additional assistance managing your sales taxes in QBO. Have a great day ahead!

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