I’m coming from Quickbooks and evaluating Manager to see if it will fit our needs.
In the US sales tax is charged at different rates depending on location (state/city). We have several tax locations we collect sales tax for each with their own rate.
In quickbooks sales tax is handled by flagging an item as either “taxable” or “non taxable” (not with a specific tax code) and then tax locations are set up.
Then on the invoice, the customer is tied to a tax location. (e.g. Mike is tied to the PA tax location). When you assign a customer to an invoice, it changes the tax rate to match their location (with the option to override, say for exempt). Then any items that are flagged as taxable are summed up and they tax rate is applied.
I have set up tax for a single location (which includes multiple tax entities). But seems like tax rates are handled at the item level, not the invoice level. This makes having to update the tax location for every item very tedious and prone to error.
There is also an exception to the rule in things like shipping charges, some states charge sales tax on shipping, some do not.
Is there no way to default the item’s tax rate to the customer’s location? It seems not since location is not a field in customer.
This would be a show stopper for us. Seems like this software focused on non US users.