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sswitzer01
Level 1

Unable to override Automatic Calculation option in the Sales tax rate in Invoice created via API. The sales tax amount is being overridden but the sales tax rate is not.

I have automatic sales tax calculations on my QuickBooks account.
The payload is attached below.
The correct TxnTaxCodeRef and TotalTax are being passed. However, the sales tax amount is getting overridden correctly. Still, the specific sales tax rate is not being selected in the dropdown instead Automatic Calculation is selected there. This is working fine in the sandbox environment but not in production.
This is my Company ID:
Company Id for sandbox => [removed]
Company Id for production => [removed]
Payload
{
        "TxnDate": "2024-04-01",
        "Line": [
            {
                "LineNum": 1,
                "Description": "Products",
                "Amount": "517.00",
                "DetailType": "SalesItemLineDetail",
                "SalesItemLineDetail": {
                    "ItemRef": {
                        "value": "33"
                    },
                    "UnitPrice": "517.00",
                    "Qty": 1,
                    "TaxCodeRef": {
                        "value": "TAX"
                    }
                }
            },
            {
                "LineNum": 2,
                "Description": "Setup Fee",
                "Amount": "40.00",
                "DetailType": "SalesItemLineDetail",
                "SalesItemLineDetail": {
                    "ItemRef": {
                        "value": "41"
                    },
                    "UnitPrice": "40.00",
                    "Qty": 1,
                    "TaxCodeRef": {
                        "value": "TAX"
                    }
                }
            },
            {
                "LineNum": 3,
                "Description": "Ship Handling Fee",
                "Amount": "3.00",
                "DetailType": "SalesItemLineDetail",
                "SalesItemLineDetail": {
                    "ItemRef": {
                        "value": "31"
                    },
                    "UnitPrice": "3.00",
                    "Qty": 1,
                    "TaxCodeRef": {
                        "value": "TAX"
                    }
                }
            },
            {
                "LineNum": 4,
                "Description": "Shipping",
                "Amount": "20.83",
                "DetailType": "SalesItemLineDetail",
                "SalesItemLineDetail": {
                    "ItemRef": {
                        "value": "6"
                    },
                    "UnitPrice": "20.83",
                    "Qty": 1,
                    "TaxCodeRef": {
                        "value": "TAX"
                    }
                }
            }
        ],
        "CustomerRef": {
            "value": "7461"
        },
        "DocNumber": "xxxxxxxxx",
        "PrivateNote": {REMOVED}
        "TxnTaxDetail": {
            "TxnTaxCodeRef": {
                "value": "9",
                "name": {REMOVED}
            },
            "TotalTax": "36.19"
        },
        "ShipAddr": {REMOVED}
            ",
            "Line1": "
            "Line2": "",
            "PostalCode": "xxxxx-xxxx",
            "{REMOVED}
        }
    }
}

2 Comments 2
Ethel_A
QuickBooks Team

Unable to override Automatic Calculation option in the Sales tax rate in Invoice created via API. The sales tax amount is being overridden but the sales tax rate is not.

I'm here to ensure you receive the best possible support, @sswitzer01. Let me route you with the specialists who can address this issue with expertise and care.

 

I recommend reaching out to our dedicated Intuit Development Support team for assistance. This way, they'll check the situation and provide you with a suitable resolution. You can post a question on the Intuit Developer page.

 

Here's how:
 

  1. Go to this link: https://help.developer.intuit.com/s/.
  2. Choose your QuickBooks product relevant to your integration.
  3. Click on Ask a Question.
  4. Sign in and follow the prompts appearing on the screen to continue.

 

Here’s an article that provides more in-depth information about the new app and compliance process: Develop your app.
 

We're delighted to welcome you here in our Community page. If you have any questions or concerns about managing your QuickBooks account, don't hesitate to ask. We'll do our best to assist you. Have a great day!

sswitzer01
Level 1

Unable to override Automatic Calculation option in the Sales tax rate in Invoice created via API. The sales tax amount is being overridden but the sales tax rate is not.

Hey @Ethel_A ,
I have asked my question on Intuit Developer Page and am now waiting for the reply.
Question link:
https://help.developer.intuit.com/s/question/0D5TR00000YYfeq0AD/unable-to-override-automatic-calcula... 
Thanks!

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