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Sales Tax

Feature Request

A tax rate should be associated with each client. Each client location also needs its own tax rate. When billing hardware, the tax rate for the client or location should automatically be applied. In the US, every city has its own tax rate. Some cities even have multiple tax rates depending on your address. We have to charge the appropriate tax rate based on the location it was installed.

Status: Completed1 comment

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Comments1

  • Indigo Sandwich

    I’m not sure we will be able to complete our PSA switch without this, though I haven’t reviewed the Quickbooks Online integration in detail yet.

    We need the ability to collect sales tax for products, resold services, and bundles of resold services.

    We also need the ability to mark certain customers (non-profits, resellers, out-of-state) as non-taxed.

    A field or tax code for each location would be perfect.

    We also need the ability to change future tax rates without affecting previously-generated invoices (i.e. tax rate changes from 6.25% to 6.75% effective January 1, 2026)