by Sunburst Software Solutions, Inc.
Archives by Month

QuickBooks Tip – Tracking Two Different Sales Tax Amounts

Print Friendly, PDF & Email

A customer wrote to ask:

In addition to needing to charge a fixed percentage (6%) of Sales Tax to each customer, I am also required to charge a 1 1/2% Discretionary Tax on the first $5,000.00 of each job/project/total Estimate.  How do I accomplish this using QuickBooks?

For the most part, QuickBooks does a good job of tracking taxable and non-taxable sales — even taxable and non-taxable items on the same invoice.  However, when it comes to tracking sales tax with a fixed rate on a fixed dollar amount of an entire sale — in addition to sales tax on the entire sale……well it fails miserably and causes a lot of frustration for QuickBooks users who encounter a situation of this nature.

Try this workaround from the March 2010 edition of the QuickBooks for Contractors Newsletter.

2 Responses to QuickBooks Tip – Tracking Two Different Sales Tax Amounts

  • Pingback: Tweets that mention QuickBooks Tip - Tracking Two Different Sales Tax Amounts | Sunburst Software Solutions, Inc. Blog --
About Your Host:

Nancy Smyth, Certified QuickBooks ProAdvisor

Nancy Smyth, Sunburst Software Solutions, Inc.
QuickBooks Construction & Payroll Expert

I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.

QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

Top QuickBooks blogs to read in 2018
We've been selected by TSheets as a Top QuickBooks blog to read in 2018!
Stay updated!

Sign up to receive our latest QuickBooks Tips, Tricks & News via email:

Enter your email address:

Delivered by FeedBurner

We promise NOT to sell, rent, or otherwise distribute your name and email address!

FREE 30-Day Trials

Request FREE 30-day Trials of QuickBooks add-ons for Certified Payroll, AIA Billing & Payroll Wage Management. Save time and increase accuracy on time-consuming error prone tasks; so you get paid on time!

Free 30 day trials of QuickBooks integrated add-ons for certified payroll, aia billing and weighted-average overtime

Certified Payroll Training:
Learn how to complete a Certified Payroll (Prevailing Wage) Report and fulfill your reporting requirements - 2 hour recorded webinar - $99.99. Click here for more info.

certified payroll requirements webinar
QuickBooks Training

Frustrated with QuickBooks?

QuickBooks Premier ContractorLearn how to get the MAXIMUM possible results from QuickBooks in your construction business! Visit our new QuickBooks training website, Learn to use QuickBooks in your construction business.

QuickBooks Time Tracking

Save 10%/FREE 14-day trial!

QuickBooks Time Tracker