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There are a handful of ways to handle taxes in Monograph depending on whether or not Monograph is integrated with Quickbooks Online.
To begin, navigate to Settings > App Defaults > Tax Rates.
Taxes for Non-Quickbook Online Users
In the Tax Rates section, select '+ New Tax Rate'. In the pop-up, you will enter the tax rate name such as GST or VAT. Then you will input the percent for that tax. You can add as many tax rates as you would like.
When you are in the Invoice Builder, you will be able to select which tax rate you would like to apply and to which services: Fixed Fee Phases, Hourly Phases, Expenses etc.
📚 Learn more about adding taxes to your invoice, by clicking here. If you would like to learn more about how you can see total tax amounts in reports, click here.
Taxes for Quickbooks Online Users
Automated Sales Tax (AST) is a feature Quickbooks Online that assigns the appropriate tax code to sales transaction objects and automatically calculates the tax amount. This is only a feature for the United States and may or may not be enabled. Depending on your location and your Quickbooks Online account, there are three potential scenarios for taxes.
Automated Sales Tax (AST) Enabled
No AST Enabled
International (ie not in the United States)
Each scenario will create a different experience in setting up tax rates in Monograph.
AST Users
If you have Automated Sales Tax enabled in Quickbooks Online, Monograph will pull that information over. There is no need to set up tax codes in Monograph as that information exists in your Quickbooks Online account. The management of all tax codes and rates will be done in Quickbooks Online.
If the incorrect tax rates are being used on an invoice in Monograph and AST is enabled, please review your settings, including your address and your client's address, in QuickBooks Online. Since Monograph pulls in rates based on the tax codes in QBO, if the incorrect rates are being used, it is due to the information in QBO.
If you use Custom Tax Rates in QBO, please note that QBO does not automatically default to use these rates.
Non-AST and International Users
For users in the United States who do not have AST enabled, the tax codes and rates will still be handled in Quickbooks Online and sent to Monograph. However, the maintenance of the tax codes and rates will be managed manually in Quickbooks Online. Whenever codes and rates are updated, go to Settings > QuickBooks Settings > Tax Rates and then ensure that the latest information has been synched using the prompt.
