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Level 1

How do I assign different tax rates to different jobs under the same Customer?

I have a client who does a lot of jobs for companies with multiple locations in different counties with different tax rates.

 

Is there a way to easily assign tax rates to Jobs which are under the same Customer? Right now, we can only set a tax rate to the top level of the Customer, not to any Jobs that fall under that Customer.  

 

They are using QB Desktop Enterprise version.

 

 

5 Comments
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Level 15

How do I assign different tax rates to different jobs under the same Customer?


@michamuyot7142 wrote:

I have a client who does a lot of jobs for companies with multiple locations in different counties with different tax rates.

 

Is there a way to easily assign tax rates to Jobs which are under the same Customer? Right now, we can only set a tax rate to the top level of the Customer, not to any Jobs that fall under that Customer.  

That is correct, so the job and the new tax rate will have to be a top level customer, just the way intuit programmers set it up

 

They are using QB Desktop Enterprise version.

 

 


 

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Level 1

How do I assign different tax rates to different jobs under the same Customer?

This is a terrible restriction. We have several such customers. And to have to have several separate 'customers' in QuickBooks for what is essentially one customer in the rest of our CRM tools creates a lot of redundancies and manual entries in QB. Everything flows until it gets to QuickBooks. There the invoices have to be manually assigned to 'different' customers in order to get the proper tax rates. Does anyone know if Enterprise offers a solution to this dilemma?

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QuickBooks Team

How do I assign different tax rates to different jobs under the same Customer?

Hi amulack,

 

Helping you trim down the time it takes to complete the task of assigning the proper sales tax rate in QuickBooks Desktop is my top priority.

 

At this time, QBDT only has an option to add the sales tax code to apply the rate to the top level of the Customer. I can see how this feature would be beneficial to your business, and I'm preparing a feedback submission to our Product Development Team right now. They place a lot of value in the ideas provided by users, like yourself, when deciding on how best to improve QuickBooks.

 

The good news is, QuickBooks has a default setting which will remember the last sales tax rate you used for a specific job. With this, you won't need to manually change it every time you create an invoice. The only time you need to change it is if you want to use a different rate, for special situations.

 

Keep in touch with me if there's anything else I can do for you. I'm always here to provide help and answer any questions that you may have.

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Level 2

How do I assign different tax rates to different jobs under the same Customer?

If this is a transaction that happens every month then just memorize the transaction and the correct tax code will show up every month.  If it is not then yes this is a problem because anytime you start a new invoice it will use to top level customer's tax rate.  

 

I wish they would change this.

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QuickBooks Team

How do I assign different tax rates to different jobs under the same Customer?

We appreciate the work around you shared with regards to the sales tax codes, cbrhon.

 

I am taking notes of your feedback and will forward it to our engineers. You can also send it directly to them by clicking the Help menu and select Send Feedback Online. Updates and product enhancements are based on collective feedback and customer reviews.

 

Visit us again in the Community if you have other questions. 

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