Repair-CRM doesn't calculate tax itself. QuickBooks Online does it when the invoice is created. Here's how to set it up so your invoices come out right.
How it works
Jobs and quotes in Repair-CRM show amounts without tax.
When you create the invoice, QuickBooks adds sales tax, GST or PST based on the item's tax setting, the customer's tax setting and the customer's address.
Canadian QuickBooks Online with GST/HST/PST works the same way.
Set it up
In QuickBooks, set up your tax rates/agencies and mark items and customers as taxable or non-taxable.
Make sure customer addresses in QuickBooks are complete.
Whenever you change tax settings in QuickBooks, re-import the tax data in Repair-CRM (QuickBooks integration settings).
Quotes
Quotes don't include tax. We can add a fixed note such as "Tax not included" to your quote template – just ask support.
Common questions
Can I set a tax rate in Repair-CRM?
No, there is no tax-rate setting in Repair-CRM.
Tax is wrong on an invoice
Check the customer's and item's tax settings and the address in QuickBooks, then correct the invoice in QuickBooks.