How Is Tax Calculated?
Whether tax is applied or not to a proposal/invoice is determined at two different levels. Both Services and Parts/Add-ons have Taxable settings. Tax will be calculated for any Parts/Add-ons that are marked as taxable. Then, if the Service is also marked as taxable, the tax for everything will be included.
Sales tax in SM is calculated on an accrual basis when the invoice is created, and not per payment plan or cash receipt.
A common application for this is installing fixtures at a residence. All of the fixtures would be marked as taxable (Control Panel > Parts/Add-ons). The Install service would probably be marked as not taxable since doing an initial installation on a residence is usually not taxed. But if you have to replace an item on a service call, then you do need to charge tax. So the Service Call service would be marked as taxable.
Setting up for Mixed Labor and Materials
If you need to set things up so that labor is not taxed and materials are, then set your services all as taxable (but with 0 base and unit prices. Then set your materials Parts as taxable and your labor Parts as non-taxable.
QuickBooks Online
Due to changes in the way QBO handles taxes, serviceminder.io is unable to properly publish invoices to QBO until the tax codes/rates exist in QBO. The problem, then, remains that QBO cannot create tax rates independently of invoice creation. With no support for manual code creation or selection, you must manually tie tax rates to your QBO using dummy invoices for each distinct invoice location.
Once QBO has set all of your tax rates up, you can navigate to Control Panel >> General and under the Invoices section, follow the link for Set up tax rates.
Your Tax Rates
This table contains any tax rates you've created in serviceminder.io. Clicking Add... will allow you to create a new rate. Linking the rate to your QBO tax rate will allow QBO to correctly report tax
Provider Tax Rates
This table contains any tax rates retrieved from QBO, which serviceminder.io can use to push invoices to QBO with the appropriate tax information.
Mapping
The Mapping tab will allow you to dictate to serviceminder.io which tax rate belongs to each city, county, postal code, and state. This will allow serviceminder.io to decide tax rates based on service addresses.