You bet! Split taxes can be a headache, but setting this up in Jobber is actually super quick once you create a couple of custom tax groups.
Here is the easiest way to do it:
Head over to Settings > Tax settings and create two individual rates:
Now combine them so Jobber knows how to apply them:
When you're writing up quotes or invoices, just pick GST Only for your labour line items and GST + PST for parts.
Time-saving tip: Assign these tax groups directly to your items in your Products & Services list. That way, Jobber automatically tags the right tax every time you add labour or parts to a job!
Your customers get a crystal-clear breakdown on their invoices, and Jobber’s Taxation Report keeps track of both taxes separately so filing at tax time is painless.
Nice response travisshepherd
I think the issue is the quotes and invoices are all written as one. So rather than line by line items the entire invoice is a combination of parts and labor.
There are a lot of companies we advise that don't break their invoicing out. Take example 1 I made for a landscaping company:
Here you cannot apply PST and GST appropriately, but this is the invoicing/quote style of choice for many companies. When advising companies, we try to get them to do their invoicing as you described so it looks like example 2:
The total is the same $2000. Doing the line by line has a lot of benefits (as you likely know) but that takes an entire mindset shift as well as extra time to produce these types of invoices. Once the shift is made then the GST and PST can be applied correctly. This is at least our experience with trying to separate the PST and GST. Most companies have decided to pay the PST from their supplier and then marked up the parts on their invoicing.
Nano-Repair Do your invoices look like example 1 or example 2?
travisshepherd with example 1 are you able to breakout the GST & PST like you stated? Or is the issue what I'm running into which is everything is lumped together and not broken out?
