Service Titan Knowledge Base

You must specify a Sales Tax Item for Tax zone errorLast updated on 02/22/2022

This article explains why a user is getting the error “You must specify a Sales Tax Item for Tax zone” and the steps they need to take to resolve the error so they can export.


Problem

The user receives the “You must specify a Sales Tax Item for Tax zone” error and cannot export. This error is most often encountered when a customer does have tax zones set up in ServiceTitan or, have not designated a tax zone on an invoice for a variety of reasons.


Solution

First, create the liability account in ServiceTitan. Then, create the liability account in Quickbooks.


Create the Tax Zone in ServiceTitan

  1. In ServiceTitan, go to the navigation bar and click Settings. In the side panel, click Invoicing > Tax Zones

  2. Click Add Tax Zone

  3. In the Sales Tax Item field enter “ST Sales Tax”

    1. Note: be sure to spell this exactly.

  4. Click Save


Create the liability account in Quickbooks

In QuickBooks, create a new GL Account with the type Other Current Liability and name it Sales Tax Payable - ST:

  1. Under Your Company, pick Chart of Accounts.

  2. Click New.

  3. Click Other Account Type > Other Current Liability

  4. Name the account "Sales Tax Payable - ST" > click Save & Close.

  5. Add an Item type Service with the name ST Sales Tax.

  6. Click Items & Services > New.

  7. Map to newly created GL account Sales Tax Payable - ST

  8. Set the Account of the item as Sales Tax Payable - ST.

  9. Click OK.

  10. Return to the Accounting Tab in ServiceTitan > enter the batch number in the search field > Click on Batched > Right Click anywhere on the screen > Click Reload (this will hard refresh the page) > Re-export the Batch.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.