09-13-2023 09:01 AM
We are considered a contractor in Florida. In Florida once a job is over $5,000 you don't need to charge the county surtax, only the state sales tax rate. Many of our larger jobs are well over $5,000. Not charging the surtax on larger jobs can save our clients thousands of dollars. We haven't found a way to do this in ST, we were wondering if other companies have found a way around this. Thank you.
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09-15-2023 09:21 AM
You could create a tax zone that accurately reflects the amount they should be charged and then manually change the invoice to that tax zone.
Unfortunately there is not a way to automate this scenario in ServiceTitan.
09-15-2023 09:21 AM
You could create a tax zone that accurately reflects the amount they should be charged and then manually change the invoice to that tax zone.
Unfortunately there is not a way to automate this scenario in ServiceTitan.
09-19-2023 08:10 AM
This worked perfectly! Thank you! I figured there was a way to do it I just wasn't sure exactly how.
09-19-2023 08:20 AM
So happy to help!