Do you service areas that have different tax codes? Are you tired of having to manually look up their tax rate and apply that to each individual estimate and invoice? If so, you are in luck with FieldPulse's Automatic Tax Rate function! This function will save you time and help reduce errors when crafting your estimates and invoices.
Enable Automatic Tax Rate
To enable, go to Company Settings, Features & Plugins, then Enable Automatic Tax Rates.
What It Does
When enabled, FieldPulse automatically applies the tax rate based on the location of the job or customer. (Note: If the service and billing addresses differ, the automatic tax rate will be based on the service address zip code.)
How It Works with QuickBooks Online
If Automatic Tax is enabled in QuickBooks Online (QBO), you’ll only see two options in FieldPulse:
Automatic Tax
Custom Rates (created in QBO)
System-generated QBO tax codes won’t display. To use a specific tax rate, create them in QuickBooks Online by following these steps: Navigate to Taxes > Sales Tax > Tax Settings > then Add Custom Rate.
Tax Functionality Update (As of May 13, 2025)
Users with Automatic Tax Rates enabled can no longer use the Tax Override feature. To use Tax Override, you must first switch to a non-automatic tax option (aka a Custom Rate created in QBO).
Key Updates:
You can no longer manually toggle on or off the tax override feature. The behavior is now based on the selected tax account:
Automatic Tax → Tax Override = Off
Selecting any other tax account (aka Custom Rate you've created in QBO) → Tax Override = On
Click here to learn more about the tax override functionality.
Best Practices
✅ Set up your Custom Tax Rates in QBO before using them in FieldPulse.
✅ Use Automatic Tax for the simplest and most accurate setup.
✅ Regularly review your tax settings in QuickBooks Online.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.