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Contractor Sales Tax

MET
New Contributor

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. 

1 ACCEPTED SOLUTION

DianaK
Contributor

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.

View solution in original post

3 REPLIES 3

DianaK
Contributor

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.

MET
New Contributor

This worked perfectly! Thank you! I figured there was a way to do it I just wasn't sure exactly how.

So happy to help!