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Release Notes (Web App) - Feb. 21, 2019
Release Notes (Web App) - Feb. 21, 2019

New Composite Sales Tax Feature

Mike Bempah avatar
Written by Mike Bempah
Updated over a week ago

Do you collect taxes for multiple jurisdictions? If you’re collecting taxes for multiple jurisdictions for your invoices or estimates and want to present them as a single tax, you can now do so in mHelpDesk with our new Composite Sales Tax feature. Read on below!

Easier for You, Better for Your Customers

With our new Composite Sales Tax feature, you can now present your aggregated taxes as a single tax code or line on your customers’ estimates and invoices. Set up your various jurisdiction taxes once and then never to manually total them again—mHelpDesk will do it for you!

Here’s an example. In Fairfax County, Virginia, there are three taxes: Virginia state (4.3%), Fairfax County (1%), and a Special tax (.7%) totaling 6%. To set this up, you would create each of the taxes as Standard taxes, and then create a Composite Tax that includes all three. As a reminder, you’ll go into Settings > Lists > Tax Items and click the Add Tax Item button to get started.

In your Tax Items list, you’ll see the standard and composite taxes you’ve created, as shown below:

To add a Composite Tax to an estimate and invoice, simply select the Composite tax code just as you would a regular tax code. That’s it, and you’ll save time on every estimate and invoice you generate going forward!

Also, like our standard tax code, your composite taxes will conveniently sync with QuickBooks (both QuickBooks Desktop and QuickBooks Online).

Please note: Line item taxing is still available in mHelpDesk. If you’d like to continue separating your taxes into line items as you were doing before, you can. 

Release Date: 2/21/19

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