Sales Tax on Estimates & Invoices not working right

[kkirk]

We use Square POS for free and I'm using Invoices plus. In Square POS, we have taxes set up for Il state tax on everything unless we choose dining option "Iowa Delivery". We live on the border of Il & Ia and have to play by their rules. It works great except when I do an invoice or estimate. It wants to apply both Ia & Il tax. I just want it to do Il tax which is our default in Square unless you choose "Ia delivery" as a dining option. Is there a way around this? I don't mind when I have an Ia invoice manually changing each item as we have more Il than Ia invoices. But having to change it for each invoice is time consuming. Sometimes if I go back and edit a quantity it will change the tax again to both IL & IA which is equally frustrating.

[MayaP · Accepted solution]

Hello @kkirk ,

Thanks for reaching out and sharing this feedback.

To confirm what is happening here so I can better assist.  You have an automatic tax applied to each item, but with invoices/estimates, it automatically applies both the Illinois and Iowa tax to the item. You do not want both taxes applying to the items on the invoice/estimates and would like an easier way to remove both taxes from items. Is that correct?

If so, the answer is there isn't an easy way to remove both taxes. You would have to manually change it. You can submit a feature request on our Ideate Board and this might be something our team would consider.