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DCE123
Level 1

How to assign different sales tax codes to multiple jobs for the same customer.

I have a client who has large customers with multiple job sites that each require different tax codes.

The customers send remittances for all of the jobs in one emittance so setting up separate customers for

each job doesn't really work. Isn't there a way to assign the tax code at the job level ???

1 Comment 1
MaryLurleenM
Moderator

How to assign different sales tax codes to multiple jobs for the same customer.

Let me share about assigning tax codes, DCE123.

 

Tax codes can only be assigned on items, line items on transactions, or on the customer/vendor's profile. When you add multiple jobs per customer, you don;t have an option to set up a tax code.

 

If you haven't done that yet, here's how:

  1. In the Customer Centre, select New Customer and Job.
  2. Select Add Job.
  3. Name the job.
  4. Pick the main customer name from the drop-down menu in the top right of the New Job window.
  5. Enter other details as desired.
  6. Click OK to save.

You can read through this article for more insights about managing sales tax: Set up sales tax in QuickBooks Desktop.

 

Also, you can enable the class and location tracking feature in QuickBooks. This will help you organize your transactions by department, business office or location, separate properties, or any other meaningful breakdown of your business.

 

I'll be here if you have other questions.

 

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