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KadcoOffMgr
October 21, 2022
Question

Tax Override

  • October 21, 2022
  • 1 reply
  • 0 views

We are an electrical sub-contractor in Saskatchewan.  Many of our commercial customers only pay GST and are PST exempt.  I set this up in their customer profile.

Also in Saskatchewan we are not allowed to charge any taxes on the charge for an electrical permit.  That is set up as exempt in the item description.

When I am invoicing those specific customers, when I enter the item line "Permit" Quickbooks overrides the item description and charges GST on the permit.

Can I stop this from happening?

1 reply

A
Alex M
October 21, 2022

Hi there KadcoOffMgr,

 

It's important that all your transactions be entered correctly so that your books can be well balanced. QuickBooks Desktop is a great tool able to help you keep track of your transactions so that you can make accurate tax filings. I can provide some information about default taxes.

 

Since you've set up a default tax code for the item as well as the customer, and both are different tax codes, there will be a conflict. The default taxes for the customer will take precedence in this case. In order to know if there is a more effective way to make sure that this product has the correct tax on the invoices, I recommend reaching out to the QuickBooks Desktop support team outside of the Community, as they'll be able to view the way you enter your transactions in a secure environment to help you get the most effective way at accomplishing this task. You can reach them using the methods outlined in the QuickBooks Desktop software support policies.

 

If you have any other questions, feel free to reach out here.

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