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Experienced Member

Sales Tax and Sales Discount Defaults

Hello,

 

I have a client who's invoice/estimate form defaults to calculate sales tax on the pre-discount amount (see below).  Folks creating estimates and invoices with a discount need to remember to hit the highlighted toggle below to ensure taxes calculate on the NET price (after discounts), not the pre-discount price.

 

QB.PNG

In trying to make this as easy as possible for the users, is there a way to set the discount percent field to be placed ABOVE the Sales Tax field by default?   Counting on users to do the right thing every time is not preferred.

 

Thanks,

 

Kerry

Solved
Best answer 04-11-2019

Accepted Solutions
QuickBooks Team

Re: Sales Tax and Sales Discount Defaults

Thank you for posting here in the Community, @kreiss.

 

Currently, you have to manually toggle the switch button for your sales tax and discount percentage.

 

The switch button gives users the freedom to choose if they want to apply the discount to the transaction before the sales tax. Or deduct the sales tax from the transaction before applying the discount.

 

But it's a nice thing you noticed the importance of this button. I'll be sure to pass this along to our engineers to let them know of your suggestion.

 

Feel free to leave a comment below if you have any other concerns.

7 Comments
QuickBooks Team

Re: Sales Tax and Sales Discount Defaults

Thank you for posting here in the Community, @kreiss.

 

Currently, you have to manually toggle the switch button for your sales tax and discount percentage.

 

The switch button gives users the freedom to choose if they want to apply the discount to the transaction before the sales tax. Or deduct the sales tax from the transaction before applying the discount.

 

But it's a nice thing you noticed the importance of this button. I'll be sure to pass this along to our engineers to let them know of your suggestion.

 

Feel free to leave a comment below if you have any other concerns.

Community Contributor **

Re: Sales Tax and Sales Discount Defaults

Yet another work around.

 

My invoices are imported from my CRM. When they are sent to QBO, they are in the correct order but when they get to QBO, the discount/tax are reversed.

QuickBooks Team

Re: Sales Tax and Sales Discount Defaults

Thanks for joining the thread, NOTHAPPY.

 

For now, you can follow the workaround provided above to toggle the switch button so that sales tax and the discount will be shown correctly.

 

As what previously mentioned, this has been forwarded to our developers.

 

Feel free to post in the Community if you have other questions. Have a great day!

Experienced Member

Re: Sales Tax and Sales Discount Defaults

So far 100% of our invoices have the discount before sales tax. 

 

I think this would be the default case for most people using quickbooks since the only time the discount is done after sales tax is if they are receiving a refund from a vendor or manufacturer after the sale.

 

It would be really nice to have a simple toggle to change the default for when a sales order is created.

 

In my case changing it to true, when the user creates an invoice online it would automatically have the discount before sales tax line item instead of the other way currently because the company default was set to true.

QuickBooks Team

Re: Sales Tax and Sales Discount Defaults

Hello there, pbrink231.

 

Thanks for sharing your thoughts with us. Allow me to join this thread and share some insights on how sales tax discounts works in QuickBooks Online (QBO).

 

I see your point here and I appreciate you for sharing your preference about the sales tax discounts in QBO. I'd be more than happy to bring this up with the team. 

 

For now, you can use the recommendation provided by my colleague above to toggle the switch button when creating estimates or invoices.

 

I've got this article handy for your reference about managing sales tax in QuickBooks Online.

 

Don't hesitate to reach back to me if there's anything else you need. I'd be more than happy to help you out.

Experienced Member

Re: Sales Tax and Sales Discount Defaults

Thank you for the reply Charies_M


I currently do use the toggle, its more of an issue of another thing to remember to do for both me and my users.


The easiest place to put the toggle would probably be:

Settings -> Account and Settings -> Sales -> Sales form content

The setting name would be "Apply Tax After Discount" with a toggle

This is the same as the API ("ApplyTaxAfterDiscount": false). The default value now is false. This would allow it to be true. Also would need it in the company settings API call to see the default.

QuickBooks Team

Re: Sales Tax and Sales Discount Defaults

You're most welcome, @pbrink231. I appreciate you for sharing your thoughts about having the default settings in the company's preferences rather than toggling within the invoice. 

 

You can also visit our QuickBooks blog to keep posted with our latest news, updates, and innovations.

 

Feel free to write again for your other concerns. We're always delighted to help.