Method Community

Greetings,

I have been making a mistake when i make up estimates. I have not been adding the sales tax to the materials. Now I pay the sales tax when i go to the store and get materials so there is not a taxing division that i have to cut a check to. What my CPA said to do is simply add this to your mark up field. I see we have a mark up field in estimates and i could use that to make a default entry in that fields of 15%.

Now i wont need this added on if its freight or labor, only material.  Could that mark up field only add the 15% if the item is material?

I guess i could turn on the sales tax feature in quickbooks but then i dont cut checks for that tax because contractors here  pay the sales tax when we buy materials.

Thanks, John M

Hi John,

You could add some additonal actions to the Item drop down for the text change.

You can have it so that if the Item Type for the Item you selected contains inventory then enter 15 and check % for the item.

-Michael