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Variable sales tax for clients

Can anyone tell me how they handle variable sales tax for clients who take shipment of finished material in several different states? When do you determine the tax rate for the job, and how do you change the rate on the invoice? We use Clients and Profits Classic 4.3.

Thanks much, Carolyn Lorence Business Manager Core Creative, Inc.

Hi Carolyn,

We determine the tax rate for a job based on the ship-to address of the final product. We are in California so anything shipped out of state is exempt from CA Sales Tax. If I have multiple ship-to addresses in other states, I just note that on the front of the invoice and attach the shipping documents for the record.

It gets tricky if part of an order stays here in CA. Technically, Sales Tax should be applied to the % of the job that stays in the state. For simplicity's sake we usually split these into two different invoices, but take this on a case by case basis as it does not come up very often.

The tax rate on an invoice is in the invoice description area and can be changed there.

Good luck!

Shannon Asquith Business Manager Tackett Barbaria Design Group

Re: Sales tax We have the same situation here in Maryland. If the job is delivered out-of- state, the client should be filing monthly sales and use tax each month and reporting/paying their home state's taxes directly. Hope that helps.

Terry L. Jones, Jr. Controller Harvey and Daughters, Inc.