Why the Tax on my Invoice is Calculating 0.1 cent more? FAQ
How to Align Tax Calculations Between ServiceBox and Your Accounting Software
Issue: Tax Calculation Discrepancies
Some clients have reported minor differences in tax amounts when comparing manually calculated tax totals to those shown on invoices in ServiceBox. This typically occurs because ServiceBox applies tax at the individual line item level, which can result in slight rounding variations.
Cause
The root of this discrepancy lies in how sales tax is applied based on your current settings and the specific accounting software integration (QuickBooks Desktop, QuickBooks Online, or Sage).
Solution
To reduce tax discrepancies and align invoice totals between ServiceBox and your accounting platform, follow these steps:
1. Review Your Tax Calculation Settings
ServiceBox offers the option to apply sales tax per line item — this is essential for matching tax calculations with software that uses the same method (e.g., QuickBooks Online, Sage).
You can find this setting under:
Settings > Work Orders > Tax Settings
Look for the checkbox labeled “Apply Tax Per Line Item”.
2. Consider Your Accounting Software Integration
Different platforms handle tax calculations in distinct ways:
-
QuickBooks Desktop:
Calculates tax based on the total amount, not per line item. -
QuickBooks Online and Sage:
Calculate tax per line item, which may result in line-by-line rounding.
Recommended Settings Based on Your Integration
-
QuickBooks Desktop Customers:
✅ Uncheck “Apply Tax Per Line Item”
This matches QuickBooks Desktop’s total-based tax calculation. -
QuickBooks Online & Sage Customers:
✅ Keep checked “Apply Tax Per Line Item”
This ensures consistency with line-item-based tax rounding used by these platforms.
Conclusion
Accurate tax calculation is essential for consistent invoicing and seamless accounting integration. By aligning your ServiceBox tax settings with your accounting software’s methodology, you can eliminate discrepancies and maintain clean, reliable financial records.
Need Help?
For further support or help adjusting your tax settings, reach out to our team at support@jobboxsoft.com — we’re here to help ensure everything adds up.