Line Item Tax - Send Tax Table info

After using QuickBooks Add-on for a while we've encountered a new got-cha.  Our customer is in Florida and uses line item tax with a tax table.  Florida has a different sales tax for each county.

When PC sends the invoice to QB the line item tax does not identify the tax percentage.  i.e. Volusia County 6.5%, Orange County 7.0% and so on.

Our customer's CPA is saying they need to keep a record of how much sales tax was collected for each tax category i.e. 6.0%, 6.5%, etc.  Mainly for auditing purposes.

The customer has separate tax accounts in QB for each tax ie. 6%, 6.5%, 7.0%, etc.  The shopping cart software they previous used had a QB Add-on that would send the invoice over as an order level tax indenifying the specific tax collected.  That amount would be added to the appropriate tax account and everyone was happy.

This problem surfaced when the customer went to run the QB Tax report and found the line item tax that does not breakdown each tax category i.e. 6.0%, 6.5%, etc.

I realize Florida and a few other states have this same challenge.  It seems that to modify QB Add-on to support this need could possibly be a major endeavor.

We thought a possible solution could be to include the tax info from the tax table in the invoice.   Maybe even replace or append the line item tax with the info from the tax table.   This way the customer could manually update the invoice in QB without having to go back to PC, edit the order and click on check tax (which is what they are doing for every order).

Example.

Current Line item tax description = Florida Sales Tax

Proposed line item tax description = Florida Sales Tax (Orange County - 7%)

Of course ultimately sending the tax as an order level tax would be the preferred solution, but it seems QB does not support order level tax with a tax table.

Thank you,
John

I guess my last post was a little long winded.  To summarize, the customer is currently using line item tax and a tax file.  Everything works.  They would like to include the [tax file] tax rate on the invoice.

The invoice currently says "Florida Sales Tax" on the line item tax description.  They would like to change it to "Florida Sales Tax (Orange County 7%).  "Orlando County 7%" comes from the tax file.

Could you point me to the code?  I could have my staff modified it to meet the customer needs.  Or, if Early Impact feels this is a valuable enhancement, they could include it in the next version of PC.

Now that I think of it, this is possibly not a QB Add-on issue.  I put it here because the customer needs to identify the tax rate for each invoice that is sent to QB (for IRS auditing purposes).

Thanks,
John

So you basically just need the description of the tax in QuickBooks to have more detail.  What value do you have for "Display taxes separately?" in ProductCart tax settings?

Thanks John, that is correct.  Really the tax file is a great option for you.  Entering 1471 zones into ProductCart and mapping them to items in QuickBooks would work, but that is really not efficient.   What exactly do you need in your report?  The invoice already has the zip code and tax rate.  Do you need the county name?  Maybe you can customize the report.  Just a thought.

Hi John,

Tax by Location does require mapping.  Everything I said is correct, except that I said "zone" instead of "location".  You would need to create one "location" for each of the tax codes and map them to items in QuickBooks.

Regarding the line item tax.  I am not clear at all.  You are saying that invoice does not show the tax rate, but you are deleting the line item tax from QuickBooks.  It sounds like it is there if you are deleting it.  Are you saying their is a line item, but it has no rate (e.g. 0%).  If that is what you are saying you should open a ticket so we can review your control panel settings.  No one has ever reported that issue before.

In any event, if you are removing the line item tax from QuickBooks and replacing it with Order Level, then why not just use the Order Level setting?

If you need further assistance please open a ticket so we have the information we need to properly investigate.