Calculating tax on a form for QuickBooks

Follow these steps to calculate tax based on Customer and Item lists from QuickBooks:
  • Upload a lookup table of QuickBooks customers. Make sure the TaxRate and Taxable fields are included.
    If the customer is taxable the Taxable field will contain 1, otherwise it will contain 0.
  • Include two destination fields on the form for the customer tax rate and the customer taxable fields.



  • Upload a lookup table of QuickBooks Items. Make sure the Taxable field is included. If the item is taxable, the Taxable field will contain 1, otherwise it will contain 0.

  • Include a destination field on the form for the item taxable field.



  • Add a calculation in the line items Repeatable or Table to calculate the item total: Quantity * Price



  • Add a calculation in the line items Repeatable or Table to calculate the item tax: ItemTotal * Customer_Tax_Rate * Customer_Taxable * Item_Taxable
    Note that if either the Customer_Taxable or Item_Taxable is zero, then the ItemTax will be zero.



  • Add a Subtotal calculation at the end of the form: Sum ( ItemTotal )



  • Add a Tax total calculation: Sum ( ItemTax )



  • Add a final Total calculation: Subtotal + Tax



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