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Tax zones For Physical Service Location VS Bill to

  • 12 April 2024
  • 1 reply
  • 27 views

We have many instances where we do work for a customer in Tax Jurisdiction A (Example). The invoice, is generated to a sperate bill TO Customer. 

The tax rate due - is based on where the Service customer is - where the work is physically performed. However, the tax rate is pulling from the bill to customer, creating a very cumbersome tax Code review process. 

IS there something I am overlooking, or is this a shortcoming / issue that is being addressed? 

For Service work, it would always be tax in jurisdiction work is performed. 

Would be great if anyone could share some insights (hoping IM making a mistake!). 

 

Below is example of our current billing configuration in this scenario. 

 

 

1 reply

vdiaz
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Userlevel 4
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Hello @max75 !

The system has been desinged to set the tax information on the service order based on the billing customer. Unfortunately, there is no setting that will allow users to choose if the tax zone is picked from the customer that is being serviced (where the work is performed) or the billing customer.

We will take this input for account for future improvements. 

Valentina

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