Import Washington State sales tax zones directly from the Washington State Department of Revenue Tax

Transcription

1 Import Washington State sales tax zones directly from the Washington State Department of Revenue Tax If your business is based in Washington State, it is very important for auditing purposes to set the local sales tax zone correctly. Washington State has a great number of sales tax zones, and these tax rates get updated regularly. You can set up ServiceTitan to integrate directly with the Washington State Department of Revenue Tax API. This means that ServiceTitan will import sales tax zones directly from the Washington State Department of Revenue Tax. Important things to know about importing Washington State sales tax zones: ServiceTitan can update all current customer records located in Washington State with the correct sales tax zone. When you book new customer jobs in Washington State, the correct sales tax zone will be automatically applied. When you dispatch a job to a Washington State location, ServiceTitan will automatically check to make sure that the most recent sales tax rate is attached to the location. To use this feature: This feature is not enabled by default. Contact your Success Manager or Implementation Specialist to configure your account. Read below for more information: How to import Washington State Tax Zones 2 How to update sales tax zones for all customer locations in Washington State 3 How to set the sales tax zone for new customers based in Washington State 5 A tax zone tag will be automatically applied to all jobs performed in Washington State 6 page 1 of 6

2 How to import Washington State Tax Zones 1. Navigate to Settings > Tax Zones. 2. Click Import, under Import Washington Tax Zones. 3. A full list of Washington State Tax Zones will appear in your tax zone settings. Each tax zone is automatically set up for you. a. Note: On the list of of Washington State Tax Zones, you will see a column for Expiration Date. Make sure you re-import your Washington State Tax Zones whenever you receive notice that tax rates have been changed, and before the listed expiration dates. 4. You may add additional tax zones outside of Washington State by clicking Add Tax Zone. Any tax zones located outside of Washington State will appear under General Tax Zones, located directly below your Washington State tax zones. page 2 of 6

3 How to update sales tax zones for all customer locations in Washington State Once Washington State sales tax zones are set up in your account, ServiceTitan can automatically update the sales tax zone for all customer locations in Washington State that do not currently have a tax zone assigned, or who may have an outdated or incorrect tax zone assigned. To update sales tax zones for customer locations in Washington State, complete the following: 1. Navigate to Settings > Tax Zones. 2. Click Set Tax Zones. 3. You will be asked, Would you like to set the tax zones for all locations that are not currently assigned to a zone? Click OK. page 3 of 6

4 4. If you have any customer location records based in Washington State that do not have a tax zone assigned, ServiceTitan will update the location record with the sales tax zone that matches the location zip code. page 4 of 6

5 How to set the sales tax zone for new customers based in Washington State When you book a job for a new customer, ServiceTitan will automatically detect if you enter a Washington State zip code for the customer location. If the customer location is in Washington State, the sales tax zone matching the customer zip code is automatically applied to the location record. You may also click the Edit Pencil on the location record, to view the Tax Zone entered for the customer location. page 5 of 6

6 A tax zone tag will be automatically applied to all jobs performed in Washington State When you dispatch a job in Washington State, ServiceTitan automatically checks that the most up-to-date sales tax zone is attached to the location. Also, ServiceTitan automatically creates a job tag that tells you what sales tax rate was applied. This creates a historical record, so as tax rates change, you can still navigate back to old jobs to see what tax rate was applied. page 6 of 6