AUTOMATIC SALES TAX BASED ON LOCATION
Brittany
It would save so much time if Workiz had the ability to automatically apply the sales tax rate based on the location of the service address. We are in 4 different cities per day and each has their own sales tax rate. QBO has this feature and it made things alot easier when we invoiced through QBO. Now that we invoice through workiz I have to go to the DOR website for WA State every time I schedule a job, to input the service address to find the appropriate tax code and rate so I can manually input the sales tax rate in Workiz.
QBO already has this feature so I know it's a possibility. Hopefully this will be an easy addition for Workiz.
If this isn't a feature by the time our 1 year agreement is up, we will look elsewhere for another software that has this included already. It would be such a time saver for us.
j
jess@shoalsohd.com
You can set up tax codes for each city in the settings. Once you do that, it automatically populates that tax rate according to the address on the job.
S
Shay Karpeles
jess@shoalsohd.com I couldn't made it auto populate. And Workiz support don't know how to do it as well (which doesn't mean a lot as they usually have no clue how to operate their own system), can you please help?
Benjamin Heyer
jess@shoalsohd.com I've done this, and it still doesn't automatically change depending on the address. The guys have to manually change the tax rate which they often forget.