Why can’t I see the tax rate table (to add multiple tax rates) in ServiceTitan for my tax zones?
Ensure you have checked Charge multiple taxes for this zone. If you can’t see that option when you are editing your tax zones, contact Technical Support for details to configure your account.
Why isn’t sales tax showing on my ServiceTitan invoice?
Sales tax may not populate on your ServiceTitan invoice if tax zones are not set up correctly. To ensure tax zones are set up correctly:
Make sure each zone has the correct zip codes assigned.
Ensure your customers’ addresses are Google verified.
Once you have set the tax zones, you must click Set Tax Zones to apply the settings to your customers.
You can manually add a tax zone to a customer by going to Search > Customer Name > Location > Edit Pencil > Tax Zone.
The service or equipment is not set as taxable. Your service/equipment must be set as taxable for sales tax to be applied. Go to Settings > Pricebook > Services or Settings > Pricebook > Equipment, and click into the service or equipment. Ensure the box beside the Taxable field is checked.
How can I see what my sales tax liabilities are?
You can check your sales tax liabilities for each tax zone by running a QuickReport in QuickBooks. To run the QuickReport:
Go to Lists > Item List.
In the Look for search bar enter the name of the sales tax.
At the bottom of the window, select Reports > QuickReport.
What should I do if I am receiving “Error: There is an invalid reference to QuickBooks Item...” on the Pending Export Report?
If you are receiving this error, you may need to:
Set up a QuickBooks item for the tax zone.
Go to Settings > Tax Zones and ensure a QuickBooks item is linked to each tax zone.
What should I do if I am receiving another error on the Pending Export Report?
If you are receiving another type of error, ensure your services and equipments are mapped to the appropriate account or class in QuickBooks.
Why is the sales tax on my ServiceTitan invoice different from the sales tax on my QuickBooks invoice?
If your sales taxes are different, ensure that sales tax is not populating in the tax field on the QuickBooks invoice. Sales tax amounts should show as line items.
If sales tax is populating in the sales tax field on the invoice:
Ensure the customer is set as non-taxable. You can change this by navigating to Customer > Customer Center > Customer Name> Edit Pencil >Sales Tax Settings > Tax Code.
Ensure the services are set as non-taxable. You can change this by navigating to Lists > Item List > Item Name > Right-click > Edit Item > Tax Code.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.
