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Jerny
Level 1

multiple Tax Charges in the same estimate

I am in the short term rental business in the state of Hawai'i. That means that I am needing to charge General Excise tax, Transient Accommodation Tax, and Hawai'i county Transient Accommodation tax. How can I charge all 3 of these tax types in estimates and invoices?

2 Comments 2
Adrian_A
Moderator

multiple Tax Charges in the same estimate

Hello there, Jerny.

 

I know how you can add the three taxes on a single estimate and invoice. I'm here to help walk you through the steps.

 

You can override the calculated sales tax of the transaction. Then, enter the three taxes.

 

Here's how:

 

  1. On the Estimate or Invoice page, enter the customer's name.
  2. Under PRODUCT/SERVICE, select the rent item.
  3. Enter the RATE and AMOUNT.
  4. Click the TAX column.
  5. Click the drop-down arrow under the Select tax rate field.
  6. Click + Add rate.
  7. Select Combined.
  8. Enter a Name.
  9. On the Rate 1, enter General Excise Tax as its Nickname.
  10. Select the Agency.
  11. Enter the Rate.
  12. On the Rate 2 field, enter Transient Accommodation Tax.
  13. Select the Agency and enter the Rate.
  14. Click + Add another rate.
  15. You can enter Hawai'i county Transient Accommodation Tax as its Nickname.
  16. Select the Agency and enter the Rate.
  17. Click Save and then Save and close.

 

When you're ready to convert the estimate to an invoice, you can check this guide: Convert estimate to an invoice.

 

You can always post in the forum whenever there's anything that I can help. I'll be around.

Jerny
Level 1

multiple Tax Charges in the same estimate

I think the issue I am running into is that I do not have the ability to do what you are telling me to do - those buttons you are telling me to click do not exist in the page that I am working from. The functionality of what I am looking at seems to be much more 'dumbed down'. 

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