Recent invoice format (modern) causing issues with taxable or non taxable items
We recently had to accept the new invoice formats for QB online. Now we are having issues entering items for out of state customers. QB is saying we have to change/ click tax or non tax per item on the invoice screen. We have the choice of listing items as taxed or non taxed. If the customer is listed as non taxed and we have the item listed as taxable, we now have to unclick the tax box for each item on the invoice for it to process.
Before the modern invoice format this was never an issue. All items were entered as taxable and each customer was set up as tax or tax exempt. If the customer was set us as non tax then tax was not listed on the invoice even though the item is taxable.
Is this an issue for anyone else out there that has tax and non tax customers? In state and out of state? It seems there will be a lot of room for error if we are having to click items as taxed or non taxed regardless of how the customer is set up as. What is the purpose of setting up a customer with tax exemptions if the items have to be changed one way or the other?