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)
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:
Go to the Customers tab and selectthe Customer Center.
Find a customer you need to add a sub-account to and right-click on it.
Choose Add Job and enter the Job Name.
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.