Sales Tax Rate/Location

I would like to see DesignFiles assign a sales tax rate and location to every invoice. DesignFiles does not assign a tax rate or location to tax-exempt invoices, such as labor and installation services, which are tax-exempt in our state. The issue is that QuickBooks automatically assigns a default tax rate and location based on the clientโ€™s address, and when it does so, it also makes the invoice TAXABLE, regardless of whether itโ€™s classified that way in DesignFiles. This wreaks havoc with the reporting and filing. Every invoice of this type has to be changed manually in QuickBooks in order to get correct data.

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Upvoters
Status

In Review

Board

๐Ÿž Bug Reports

Date

Almost 2 years ago

Author

Rochelle C Grass

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