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threerelectric's avatar
threerelectric
Contributor 3
2 months ago
Solved

How do businesses handle different tax rates when working in multiple areas?

What does everyone do to make sure they are using the right tax rate when you are **bleep** business all over the place.  We use QuickBooks that does it for us so when it integrates its all messed up if I don't stop and look it up but if Im going to do that I mind as well just use QuickBooks.  

construction
profit & finance
  • threerelectric's avatar
    threerelectric
    20 hours ago

    In Washington State I go to dor and look up the address and then input it into jobber so that it is always there and then I know when it syncs to quickbooks it will be right within a penny and then i adjust it from there

3 Replies

  • threerelectric's avatar
    threerelectric
    Contributor 3
    20 hours ago

    In Washington State I go to dor and look up the address and then input it into jobber so that it is always there and then I know when it syncs to quickbooks it will be right within a penny and then i adjust it from there

  • CMSRepairs's avatar
    CMSRepairs
    Contributor 2
    1 month ago

    Personally I compare the tax in Qbo once a month with the sales tax report in jobber and create a journal entry in Qbo to ensure my hst amounts match correctly with jobber. I just put a memo not to correct hst import errors. 

  • winnovations's avatar
    winnovations
    Contributor 3
    1 month ago

    Hi! The tax sync between Jobber and QuickBooks is a known headache, especially when working across different zones. We are building a "Pre-Sync Validator" that automatically flags tax rate mismatches before the data hits QuickBooks, so you don't have to look up every single rate manually. It basically does the "double-check" for you. We are looking for a few owners who use QuickBooks to test this module—any interest?