Summary
Are you encountering unexpected tax additions to your invoices in QuickBooks Online, even when items are marked as non-taxable in ServiceBox? This issue can be frustrating, but there’s a simple solution. This article will guide you through the steps to ensure your invoices remain tax-free when syncing between ServiceBox and QuickBooks Online.
The Problem
Some U.S. users have reported automatic tax additions to their invoices in QuickBooks Online, even though items are marked as non-taxable in ServiceBox. This discrepancy arises due to mismatched tax settings and configurations between the two platforms.
The Solution
To prevent QuickBooks Online from automatically adding taxes to your invoices, follow these steps:
Step 1: Navigate to ServiceBox Settings
Log in to your ServiceBox account and go to the Settings section.
Step 2: Adjust Tax Settings
In the settings menu, locate the section related to Taxes. Make sure the tax level is not linked to any sales tax.
Step 3: Verify Tax Code and Tax Level
Confirm that the tax code or tax level used in ServiceBox is not associated with any sales tax. Even if the name says “non-tax” or “non zero-rated,” if it’s linked to a tax in the system, it will be applied.
Conclusion
ServiceBox recommends configuring tax settings to accurately reflect the tax status of items. However, the final tax treatment depends on how data syncs to QuickBooks Online. If the tax code in ServiceBox is linked to a sales tax in QuickBooks Online, tax will still be applied. That’s why it’s critical to align tax configurations between platforms and understand how sync behavior affects tax outcomes.
Need Help?
Click the Help button in the bottom-right corner of your screen when logged in.
If you're still having trouble, contact our support team at support@jobboxsoft.com.