Sales Tax Set Up

Overview

This section will highlight how to set up sales tax for your company.

Please note that MobiWork partners with Zip Tax. Zip Tax provides, free of charge, over 42,000 sales tax percentages based on the customer’s zip code. MobiWork also partners with Avalara for more advanced sales requirements. For more information about our Avalara connector, please see the Avalara Connector page.

Table of Contents

Automatic Sales Tax Set Up

You can set up an automatic sales tax within your MobiWork web application. For more information on how to accomplish this, please see the General section on the Invoice Settings page:

Please note, that if this setting is off, you will be able to change the tax rate on a per invoice basis.

Calculating Sales Tax

MobiWork automatically calculates sales tax based on the zip code. If there are multiple sales tax in the same code, then MobiWork will use the specified city.

MobiWork also provides a catalog of parts and services where you can specify if the individual part or service is taxable or not. For more information on modifying the sales tax for a part or services, please refer to the following pages: Add a Part, Edit Parts, Add Service, or the Edit Services.

Additionally, you can override the sales tax amount used in any quote or invoice. For more information on how to do update the invoice's or quote's sales tax, please see either the Add an Invoice page or the Add Quote page.

Manual Sales Tax Set Up

Instead of an automatic sales tax, you can manually set up a sales tax for your customers and parts & services.

You can access these settings by editing the selected customer, or by editing/adding your parts & services. For more information about editing your customers or parts/services, please see the Edit Customer(s) page, Add a Part or Service page, or Edit Parts & Services page.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!