Accounting

Tax Zone Issue

I would appreciate some votes for an issue that has been bothering our accouting department for awhile now with the way service titan applies taxes. https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6832

Non-Taxable Customers

I am noticing that recently many customers are being marked non-taxable on our end. I have not found a pattern to this. Any ideas?

Quickbooks Online - ST invioce export - Sales Tax issue

ST CANNOT export invoices correctly to Quickbooks online. The sales tax shows as a line item instead as the tax rate nor does it show the correct tax rate on the invoice in QBO. Does anyone have a fix for this? ST says they cannot export properly bec...

How do I reconcile payments to deposits showing up in QBO?

I'm having a real tough time reconciling sales by month and payments/cash deposits. Whatever was synched from ST to QBO is obviously messed up. Anyone have any clues on where i should start?

Resolved! Best Report for Texas Sales Tax

In Texas, we pay sales tax on a cash basis - meaning we only pay sales tax when it is collected, not when it is billed.We usually use Quickbooks for all our sales tax reporting, but have been having terrible issues with our file. In the interim, we a...

Resolved! Legacy Tax Reports are inaccurate, No new tax reports fix this issue

We have discovered a calculation inaccuracy in the Tax Zone Report (which we love the layout of) where the column titled "Taxable Sales" does NOT pull the information from the actual taxable sales on the invoices - it pulls it from the "subtotal" sec...

NY Capital Improvement Process in ST - Advice

We operate solely in NYS, and to comply with NYS capital improvement laws, when a job meets the CI criteria, rather than collecting tax from the customer like on our regular service/maintenance jobs, it is our responsibility to sum the total of parts...

Tax Setup for Flat Rate Residential Service Work in CT

I'm wondering how other flat-rate HVAC / Plumbing companies in Connecticut set up their taxes in ServiceTitan. Should a flat rate service company setup a tax zone with a material tax rate or service tax rate of 6.35%? The problem is, with enhanced sa...

ST and Quickbooks Online setup for Georgia Sales Tax

We have been on ST for 3 months now and have yet to get our Sales Tax configured correctly. In Georgia we only charge tax on Materials and Equipment. There is no labor tax. For some reason ST will not calculate our taxes correctly. We have all of our...

Is anybody paying "use tax"??? I would love to talk to you!!!

I need to find a way to report on material (inventory & noninventory) costs listed on in progress jobs so we can accurately pay our use tax each month.

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