QuickBooks and Sales Tax / VAT

Modified on Mon, 19 Feb 2024 at 06:59 PM

Tax Settings are only required when you are charging your clients a tax on services. Settings include Tax Label, Tax Code and Tax Rate.

To ensure your invoices created in Pet Sitter Plus can be synced correctly in QuickBooks Online, Tax settings in both systems need to match.

In Pet Sitter Plus, VAT, GST / HST, sales or other tax for products and services can be set at Company or Client Level.

Note: If you do not charge tax, you do not need this feature.

TABLE OF CONTENTS

1. United States of America & Canada Tax Settings
2. United Kingdom & United Arab Emirates Tax Settings
3. Australia & New Zealand Tax Settings

Important Note: Tax Settings in QuickBooks Online vary depending on which country your business is located.

1. United States of America & Canada Tax Settings

Info: In the USA and Canada, QuickBooks automatically calculates your tax rates based on your geographical location.

Navigation: QuickBooks > Menu > Taxes

Navigate to Taxes > Sales Tax
Click on "Use Automatic Sales Tax"
Follow the steps to set your Sales Tax rate based on your businesses geographical location.

2. United Kingdom & United Arab Emirates Tax Settings

Navigation: QuickBooks > Menu > Taxes

Navigate to Taxes > VAT
Click on "Set up VAT"
Follow the steps to set your VAT Tax rate based on your businesses geographical location.

Set United Kingdom and United Arab Emirates Tax rates in QuickBooks Integration in pet sitting software

3. Australia & New Zealand Tax Settings

Navigation: QuickBooks > Menu > Taxes

Navigate to Taxes > GST Set up
Follow the steps to set your GST Tax rate based on your businesses geographical location.

Info: Further reading:
Understanding the QuickBooks integration
QuickBooks connection settings
What information is synchronized with QuickBooks Online?
Sync your transactions with QuickBooks
Are client accounts added to QuickBooks?