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Jeremy44
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Please create a feature to enable the default sales tax calculation to be based on customer address. The current setup, at best, requires a business manager to copy the previous invoice and create a new one. At worst, it costs a service provider hundreds or even thousands of dollars because the taxes are calculated incorrectly. A messy intermediate state is that each sales event presents the opportunity to commit bookkeeping errors by forgetting to change the "Shipping from" field or the "Location of sale" field to the customer's address. I personally have a business which is located in Washington County PA, but does business in Allegheny County PA. Quickbooks knows the appropriate rate based on customer address, but I must manually change each invoice to the proper sale location - always the customer's address for relevant service types. If I forget, then I under collect and it costs me money. Simply letting us choose to set the default "Location of sale" to a customer's address mitigates the entire risk.

CharleneMae_F
QuickBooks Team

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Adding the default sales tax calculation to be based on customer address in QuickBooks is a good idea, Jeremy44.

 

We appreciate you for sharing this idea here in the Community. While this feature is not yet available in QuickBooks, I recommend providing feedback to help us make the program better. 

 

Here's how:

 

  1. Go to the Gear icon and then select Feedback.
  2. Enter your comments or product suggestions and then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or click Skip and send message.
  4. From the drop-down menu, choose the appropriate category, then select Send message.

 

After that, your feedback will be sent to our Product Development Team. This helps us improve your experience in QuickBooks.

 

You can also visit our QuickBooks blog from time to time. There, you'll be updated with all the latest news and product improvements.

 

Additionally, I encourage checking our Help articles page to learn some tips and tricks in managing your QuickBooks account. From there, you can read articles that can guide you in completing your future task.

 

If there's anything else that I can help you with, please don't hesitate to leave a comment below. I'll always have your back.

HandiChickNW
Level 3

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Although I must reiterate, when there is more than one shipping address associated with a client we should be able to add more than one shipping address for a client's record and choose, when creating an invoice, which address associated with a single client should be on any individual invoice.  We have clients who have a primary residence but one or more other locations we will be hired to design; an office or even one or more vacation homes.  We shouldn't have to create separate accounts for a single client, we should be able to use one account for a client and have multiple shipping addresses that are selectable when creating the invoice.

IDzyne
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

This issue needs to be fixed.  We are a reseller in California.  The goods never come to our place of business.  The entire sales calculation needs to be based on the delivery address.  This is allocating the tax wrong.  Our district should not be getting tax on this.  

ahelton
Level 2

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

100% agree. QB is supposed to be one of the premier accounting software in the world, but it doesn't have the simple ability to change the tax location to the client's /customer's address on file. For us in the service industry, this is a major issue that can only be remedied through a lot of manual, tedious work. Having to edit each and every invoice so that the Sale Tax calculation will be correct is an absolute pain and major time drain. It's been over 2 years since the OP posted this question, and yet the same issue still exists. Please fix this QuickBooks!

Greebo
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

You suggest we do exactly what we already have to do anyway.  That was useful.

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