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Line Item Tax - Send Tax Table info

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odathp View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote odathp Quote  Post ReplyReply Direct Link To This Post Posted: 06-August-2010 at 1:50am
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
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