Verifying tax rates

The sales tax settings in MANAGESM and QuickBooks need to be an exact match. If you receive an error message stating that the tax rates must match, verify the tax values using this procedure.

In MANAGE SM, the fields Parts Tax Rate and Labor Tax Rate are on the Tax and Markup tab of the Company Setup window.

In QuickBooks when creating a company file, you indicate that you charge a sales tax.

To verify taxes in MANAGE SM:
To determine the QuickBooks tax items applied in MANAGE SM:
To verify tax rates in QuickBooks (non-Canadian versions):
To verify tax rates in QuickBooks (Canadian versions):

The values of the tax rates in QuickBooks and the setting in MANAGE SM Accounting Setup window must match the values in Tax Rates Matrix on the Tax/Markups tab of the Company Setup window in MANAGE SM.

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