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Level 1

Sales Tax

I recently had a customer located in my state of GA who added another manufacturing location in KS. I combined two "Jobs" under one "Customer" since the company is paying both locations with one check sometimes, and it was easier to process the payments. However, I am in the situation where I want the two jobs to have different default sales tax settings, but I only see that defaulting sales tax rates is an option as a Customer. Can anyone clarify how best to set up a Customer with two different manufacturing facilities in two different states, so that each has its own sales tax default and I can share payment? I can split them back up to their own individual "Customer" accounts but would like a different solution if possible. Thank you in advance. (Desktop Pro 2019)

Solved
Best answer 02-07-2020

Best Answers
Highlighted
Moderator

Sales Tax

You can only set up a default sales tax code on the primary customer, Sandal.

 

You'll want to create the invoice on the sub-customer, then manually add the sales tax code for the state.

 

I'll send a feedback about this to our product developers. I can see how useful it is and it'll save you time as well.

 

Stay in touch with me if you have additional questions.

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Sales Tax

Hello, @Sandal.

 

Based on the detail you've provided, I suggest adding sub customers to reflect both the state's default sales taxes. The sub customers will allow you to select either for a job and keep track of all the finances under the parent account. The steps below will show you how to set up sub customers:

 

  1. Go to the Customers tab and select the Customer Center.
  2. Find a customer you need to add a sub-account to and right-click on it.
  3. Choose Add Job and enter the Job Name.
  4. Press OK.

 

Now you have sub-accounts for your customers and can track the different sales tax for each job. 

 

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again.

Highlighted
Level 1

Sales Tax

This is how the jobs were set up, but when you do that the "Job" does not have sales tax settings, only the primary "Customer" 

Highlighted
Moderator

Sales Tax

You can only set up a default sales tax code on the primary customer, Sandal.

 

You'll want to create the invoice on the sub-customer, then manually add the sales tax code for the state.

 

I'll send a feedback about this to our product developers. I can see how useful it is and it'll save you time as well.

 

Stay in touch with me if you have additional questions.

View solution in original post

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