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In a situation where a project is setup for Customer Split Bill, the sales tax should be calculated on the tax location of each customer in the Customer Split Bill tab. For instance, assume Customer A (who's listed in the CustID field on the project) has a tax rate of 7.0% and Customer B has a rate of 6.0%. There is a project billing of $10,000 split evenly between A and B. In a perfect world, Customer A would be billed $5,350 while Customer B would be billed $5,300. Instead, SL is picking up the TaxID associated with the task, which defaults to Customer A's 7% rate and billing each $5,350.
Has anyone found a way to work around this issue? It makes reconciling sales tax accounts at the end of each month more difficult that it should be, ir it may be taxing some billings when Customer B is in fact tax exempt..
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Dear Stuart,
Scope
SL is picking up the TaxID associated with the task, which defaults to Customer A's 7% rate and billing each $5,350.B
Assessment
Project taxes are calculated on the taskid, so if both customers charge to the same task...they will use the same taxid.
1. You can manually override the tax id on Customer B's invoice.
2. You can use bill by task customer, Assign the custid to unique tasks with the tax id you need to use on that task.
Number one is likely what you'd want to do, it's the easiest workaround.
Number two means you'd have to code the 5k each to the separate tasks but you'd get the right tax calculation on the separate billings....
Plan
Let me know if you have any questions. The current design assigns taxes at the task level rather than the customer level.
Best Regards,
Jana
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