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[eyebug]

When exporting my ystore orders to QB2005 through SuperManager Lite, the QB sales receipts are defaulting all customers/orders to Taxable. 90% of my orders are actually from non-taxable out-of-state customers, so I'm having to reset the "Customer is Taxable" indicator for the vast majority of the orders. Is there something I can set to import them as NON-taxable, so I then have to manually reset only my relatively few in-state taxable orders?

[David Johns]

eyebug,

Currently The SuperManager sets all customers to taxable as you explained and then uses a tax rate of 0%.  The real sales tax is added using a line item.  Unfortunately there is not a way to turn this off.  We will explore the options there and consider making an adjustment in an upcoming release that could give the user control over this.

Thanks,
David

[qbsrox]

As a side note; even though the customer is set as taxable your Sales Tax Liability report will be correct.  Since the tax is reported as a line item instead of at the bottom of the Sales Receipt, it actually provides better reports and more flexibility in QuickBooks.

Rox

[David Johns]

eyebug, Rox,

Would a good solution be to have SuperManager set customers whose order tax total is zero to non-taxable and those with tax to taxable or is it best to leave as is?

Thanks,
David

[qbsrox]

David,

By default they could all be set to non-taxable, since that is the majority for eCommerce clients. 

Then either what you have suggested or a parameter to specifiy by State which ones should be marked taxable... or any with an amount in the tax line set to taxable.  I think it's best to have the default as non-taxable though.

Rox

[David Johns]

Rox,

As of the 1.1.2.2 beta it will check the order for whether tax was collected.  If so it will set the customer to taxable.  Otherwise it will default to non-taxable.

Thanks,
David