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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 February 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

8 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

Highlighted
Level 1

Sales Tax

In reading over this conversation, I am having the same issue with the sales tax for "Jobs" but on a much larger scale.  I have several customers who have multiple locations across multiple states.   Because these customers write checks for invoices with no regard to which states they are located in, the fastest way to process payments is to have the multiple branches listed as "Jobs" under the home office.  Likewise, we have to manually change the sales tax for each individual invoice.  Some times, that can be 50 invoices (or more) a day that have to be changed.  

 

Is there a way to develop an update to the program so that the "Jobs" can have their own sales tax setting? It is very time consuming on a daily basis to have to do this manually.  It also makes it impossible to set invoices to be emailed automatically due to having to go back and fix the tax settings in each one.

Highlighted
QuickBooks Team

Sales Tax

Hi @JC1978,

 

I appreciate you for joining the thread. 

 

We strive to improve our products so they can provide our users with the best experience. Please be advised there isn't a specific time as to when a new feature will be deployed. 

 

What I can suggest is to visit this page for updates: QuickBooks Product Updates. You'll see a link for the new features available in QuickBooks Desktop 2021, along with screenshots for your reference. 

 

In case you need to enter sales tax adjustments, open this article: Process sales tax adjustment. It has links to different articles related to this topic, as well as the step by step guide on the sales tax adjustment. 

 

Have anything else in mind? Post them below, and I'll be sure to get back to you. 

Highlighted
Level 1

Sales Tax

I would like to know if this issue has been fixed?  We have clients such as property managers that have sub-accounts/jobs in many locations that we service.  Each one could have a different sales tax rate.  But we received payment from the one Property Management company for all jobs and need to keep them together to post payments and pull reports.  This seems like an easy things to solve.

Thanks!

Debbie  

Highlighted
QuickBooks Team

Sales Tax

Greetings, @Debfromge.

 

As of now, we don’t have a specific time frame as to when this feature will roll out. I recognized how this feature would benefit you and your business. Rest assured our product team is aware of this and is working on implementing this in future updates.

 

In the meantime, you’ll want to consider the workaround suggested by my colleague MaryLurleenM above.

 

Additionally, I recommend checking our QuickBooks Product Updates page for reference. There, you’ll stay updated on the latest news and updates in QuickBooks. You’ll also get to know what are product team are currently working on.

 

Let me also add this article that you can use for guidance in paying your sales tax in QuickBooks Desktop (QBDT): Pay sales tax.

 

If you have other concerns or questions about taxes in QBDT, you're always welcome to post in this thread. I’m just a post away from you. Take care!

Highlighted
Level 1

Sales Tax

I would not call this solved.  This is a real issue and is too time consuming when a main customer has 30 or 40 jobs that all have different sales tax codes.  Way too time-consuming to enter an individual tax rate on each client for each invoice.  

Very disappointed that this is your only solution!

Debbie

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