u/ITGuysNC

In Connectwise, we could create agreements for clients and assign the applicable tax rate in the agreement. In Florida, we pay communication services taxes for VoIP products but then sales tax for all other services. Connectwise had been integrated with QuickBooks Desktop but now we've also transitioned to QuickBooks Online, so Halo is integrated with that. No matter how we set up the sales tax rates in Halo, even creating a site under the client and assigning the comm svc tax rate to that, it still hands off to QBO with the top-level tax rate. Is there any way around that? All I can think of to do is create a separate client that will just have VoIP services invoiced using the correct tax rate.