So i started seeing that the sales tax center was not reporting properly and was also not showing the gross tax breakdown! I didn't think anything of it until I tried compiling data for my clients 1st Q 2021 sales tax report.
So unless the green check mark is checked on an invoice (even on a non taxable product & service) it will not report the gross sale on the sales report. This doesn't work. Some clients use 3rd party apps to bring in their sales (like square) - For Example: The barber shop that i work for - a haircut is non taxable, square will bring this data into an invoice. Since it is non taxable - it will NOT show up in the sales tax center as part of the gross sales. We are now expected to go into each invoice and check the box for taxable and make sure that the product and service in default non-taxable. ARE YOU KIDDING ME. That would mean I would have to go into hundreds of invoices a quarter and check boxes. COME ON QUICKBOOKS - PLEASE FIX THIS!
I have other clients that create their own invoices. Labor is sometimes taxable while other times non taxable. I cant expect them to understand this. If i have a product & service that is called "Labor" and set for taxable, now I will have another one called "Labor non taxable" and ask them to make sure the green check mark is checked for taxable?
We are hired to help these people with their books - they are better at haircuts and building stuff. We cant now add this to their plate.
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It's just crazy talk that it is now required to check the tax button on an invoice for a non taxable product & service in order for that sale to be reported in the sales tax center. That is A LOT of extra work.