Jurisdiction Breakouts for Sales Tax Groups and Item Code Visibility Settings (Nov 20th, 2023)

Derek Torres
Derek Torres
  • Updated

 

Today's release sees the following addition to the ServiceTrade Web App:

Jurisdiction Breakouts for Sales Tax Groups

In ServiceTrade, you can now create Tax Jurisdiction Breakouts for Sales Tax Groups. When selected, these Tax Jurisdiction breakouts will appear on customer-facing quotes and invoices.

This is useful in certain countries, states, or regions that require tax jurisdiction breakouts on quotes and invoices.

Creating a Jurisdiction Breakout in a Sales Tax Group

Follow the steps below to add a Sales Tax Group Jurisdiction Breakout to an existing or new Sales Tax Group.

  1. Click your Profile Picture, and select Account Settings.
  2. Click to expand the Sales Tax Menu.
  3. Click the Sales Tax Groups list link.
    Sales Tax Group List.png
  4. On the Sales Tax Groups List Menu, search and select the Sales Tax Group you want to add a Jurisdiction Breakout to.
  5. Check the Segment by jurisdiction tax rate box. This will open new fields.
  6. Enter the first Jurisdiction Name and its Jurisdiction Tax Rate.
  7. To enter additional jurisdiction tax rates, click + Add additional rate link. This will allow you to add more. Repeat Steps 6-7 as many times as needed.
    • Note: You can only have up to four jurisdictions.
      Edit Sales Tax Group.jpeg
  8. Click Save when done.

How Jurisdiction Breakouts Appear on ServiceTrade Quote and Invoice Pages

In ServiceTrade, when you select a Tax Group with Tax Jurisdiction Breakouts on a Quote or Invoice Page, you will see the breakouts on your Parts, Labor, and Items menu.

ST Page Jurisdictions.jpeg

Note: If you manually change the Tax @ field, the Jurisdictions Breakout will disappear.

How Jurisdiction Breakouts Appear on Customer-Facing Quotes and Invoices

When you select a Tax Group with Tax Jurisdiction Breakouts on a Quote or Invoice Page, your customer's will see the Jurisdiction Breakouts on the Invoice or Quote.

  • Invoice Appearance:
    Invoice Breakout.jpeg
  • Quote Appearance:
    Screenshot-2023-11-17-at-4-00-17-PM.jpeg

Bulk Import Jurisdiction Breakout Tax Groups

To learn how to bulk import Jurisdiction Breakout Tax Groups read the following article: Bulk Importing Tax Groups

 

Item Code Visibility Settings

By default, ServiceTrade displays each item's item code on Invoices when the visibility is set to either Line Items with Prices or Line items with Grand Total. An Account Setting now allows you to toggle off item code visibility for invoices set this way. You must be an Account Admin to change this setting.

  1. To change this setting, click your Profile Picture and select Account Settings.
  2. Click to expand the Account Preferences Menu.
  3. On the Item Code Visibility setting, click to check whether you want item codes visible or not.
    Item Code Visibility.jpeg
  4. Click Save when done.

Item Code Visibility = 'Yes'
Yes Code.jpeg

Item Code Visibility = 'No'
No Code.jpeg

 

New QuickBooks Desktop Integration Menu Field

We have updated a menu field on the ServiceTrade QuickBooks Desktop Integration. This new setting on the menu option 'The QuickBooks invoice tax item is determined by...' allows you to set that the correct tax item is assigned to all your invoices in QuickBooks.

The QuickBooks invoice tax item is determined by...

Screenshot-2023-11-20-at-5-17-23-PM.jpeg

Details Below:

"QuickBooks will assign the sales tax item whose name exactly matches the ServiceTrade invoice's location's sales tax group code. The corresponding QuickBooks sales tax item with applicable rates will be assigned to all invoices sent to QuickBooks, even for invoices that do not have sales tax in ServiceTrade. For consistency and accuracy, it is important that ServiceTrade tax groups and QuickBooks tax items be kept up-to-date and in sync. You can learn more about ServiceTrade sales tax groups in this support article.

If your ServiceTrade sales tax group code does not match the name of any sales tax item in QuickBooks, the invoice will fail.

If your ServiceTrade location does not have a sales tax group assigned, then QuickBooks will determine which sales tax item to use based on its internal rules."

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