Collect Sales Tax must be enabled
Create an item for SalesTax as type “Sales Tax Item” in
- Edit -> Preferences -> Sales Tax
- Named SalesTax-[ST]ate, for example SalesTax-OK, SalesTax-TX, SalesTax-FL
- THIS MUST BE NAMED SALESTAX(ONE WORD) + A DASH + THE STATE ABBREVIATION
- SalesTax-FL
- SalesTax-TX
- SalesTax-OK
- ALERT! The newly created Sales Tax Line Item will AUTOMATICALLY be assigned as the Default Sales Tax Item. Nothing you can do will change this
- You must save the Sales Tax preferences then go back into the Sales Tax preferences and change the Default Sales tax item to a Sales Tax Item other than one of the ones that will actually be used, otherwise errors will occur on import.
- You must assign a vendor to the Sales Tax account as the “Tax agency”
- For example Florida Department of Revenue must be setup as a Vendor
- For Example SalesTax-OK would need to have a tax agency of “OK Department of Revenue”
- The Tax Rate can be set to 0 as the values are passed directly into QB from SMART rather than calculated by QB
