If your company charges for your services or if you apply taxes to materials used on jobs to charge out to the customers, it’s important to let CLIPitc know that you wish to do so. This is performed within CLIPitc to allow the program to work for you.
There are a couple sections of the program to key or select information along the way so that everything is able to move forward.
First, on the Pattern Jobs tab you’ll ensure that each service has the “Taxable” checkbox filled. This makes sure that whenever you assign a job to a customer it is always marked as taxable when applicable.
Next, on the customer’s General Information tab you must select the Tax Rate on the customer. This is how much you’re taxing this customer when you select services and materials to be tax enabled elsewhere in the program. Tax Rates are populated by QuickBooks if you're a QuickBooks user, or are keyed in through the Customize > Tax List menu if you are not a QuickBooks user.
Next, you’ll dictate which of your customer’s properties are able to be taxed on the Properties tab of the customer. We’ve done this because some properties and locations that your client may have you taking care of aren’t taxable locations such as churches, some schools, and some government properties.
If this is an installment customer, you’ll dictate whether or not you are taxing the installment charge by indicating it in the checkbox, here.
On the Jobs tab, each service has a checkbox that indicates whether or not you are charging tax for it. If you marked this on the Pattern Jobs, it should automatically be marked as taxable here as well.
If you need to charge tax on a customer you weren’t previously collecting for or if you’ve been charging tax on a customer who you shouldn’t have, it will calculate the tax. It will collect tax as long as the job is marked properly on the customer (for the rate), property (for the location), and job (for the service) before you generate or print the invoice,
If you have materials you'd like to charge tax for, simply attach them to the taxable job and allow the program to take care of it automatically.