How are others in the state of Texas handing sales tax? 1. Commercial vs Residential labor tax. 2. No tax on lump sum estimates 3. When tax is calculated correctly. it does not come over into QBO correctly and therefore makes the tax in QBO useless

[sbolin68]

Yes this is a problem because it makes residential "type" non-taxable and that is not correct - only labor is non-taxable so you have to remember to go into the new customer you just entered and uncheck that as it doesn't come up when you are first entering the new customer.  If they would just change that and make it something that has to be answered (taxable or non-taxable) when setting up the customer that would help.

[dsuarez]

We manually update them. We do more residential so it is not to bad but it would be nice if we didn't have to do it manually.

[Previous Contributor]

I am working diligently with the success team. ST does not integrate with QBO correctly in regards to taxation. When the invoices are exported the tax is doubled, once as a line item and once as a tax subtotal (triggered by QBO). ST does this so that the invoice is correct and the invoice total is billed and payment totals are correct. When it comes time to export ST sends over the sales tax line item as well as the line item tax designator (tax check box in pricebook). This box triggers the QBO tax module to apply the taxation rules. resulting in the tax being doubled. So, every invoice has to be manually updated and the tax line item deleted in QBO.

[rwong]

Hi @Gary Covington?,

We would recommend reaching out to your success team in order to find the best tax workflows. There are a couple different options you have, and your success team would be the most experienced in which one is optimal for your business and the set up!