Once there are bottom line discounts or line-item discounts included in an opportunity it can be difficult to understand the amount that each line item is being taxed. The tax breakdown makes it easy to view the taxable amount for each line item on an opportunity, including any sales tax applied to credit card processing fees.
Note: Only the items that you have selected for that branch will have sales tax calculated for them
View the Tax Breakdown on an Opportunity
Step 1: Navigate to the Accounting tab on an opportunity.
Step 2: The opportunity should have finalized jobs to see complete tax breakdowns. This will populate your actual charges on the opportunity.
Note: NTE (Not To Exceed) amounts are only applied on the Accounting page, not the Estimate page.
Step 3: Navigate to the Opportunity Total Panel.
Step 4: Locate the line for sales tax.
Step 5: Select the menu icon.
Step 6: From the drop-down menu, select to View Tax Breakdown.
A dialog box will populate showing you the tax breakdown of the opportunity. The breakdown will show each job that is included in the opportunity that has been finalized.
Credit Card Fee Sales Tax Section
If sales tax was applied to a credit card fee, an additional section will appear at the bottom called "Credit Card Fee Sales Tax" with one record showing the tax calculation for processing fees.
Tax Breakdown Column Details
From the tax breakdown, each line item includes the following information:
For Job Sections:
Name: The charge name
Base Amount: The actual charge of the line item before any discounts are applied (charge's subtotal)
Line-Item Discount: The amount that is being deducted from that single line item as a discount (charge's line-item discount)
Bottom-Line Discount: The weighted amount that is being deducted from that line item as a discount (only applies to positive charges)
Taxable Amount: The amount that is taxable for this charge after discounts are applied: {Base Amount} - {Line-Item Discount} - {Bottom-Line Discount}
Total Tax: The total amount that is being taxed for that line item: {Taxable Amount} × {Sales Tax Rate} ÷ 100
For Credit Card Fee Sales Tax Section:
Name: Shows as "CC Fee Sales Tax" (or your custom credit card fee label + "Tax")
Base Amount: The credit card fee value (sum from all credit card transactions taken)
Line-Item Discount: Will show $0
Bottom-Line Discount: Will show $0
Taxable Amount: Matches the sales tax amount when the payment was processed
Total Tax: The actual tax amount collected (may not match the calculation if sales tax rates changed between payments)
Important Notes
Column Totals: The sum of the Base Amount column minus the Line-Item Discount column equals the Subtotal value shown in the opportunity card
Discount Totals: The sum of the Bottom-Line Discount column equals the total discount amounts on the opportunity card
Tax Totals: The sum of the Total Tax column equals the sales tax value in the opportunity card (may be off by a penny or two due to rounding)
Rate Changes: If the opportunity's sales tax rate changed between different credit card payments, the Credit Card Fee Sales Tax amount shown may not match the exact calculation displayed in the modal columns, but will reflect the correct tax amount that was actually collected
Example Scenarios
Multiple Jobs: Each finalized job will show as its own section, even if some jobs don't have estimate charges
Mixed Finalization: The breakdown will show both finalized and non-finalized jobs, with finalized jobs displaying complete tax calculations
Credit Card Fee Changes: If you delete a credit card fee, the associated sales tax will be removed from the breakdown. Re-adding the fee will recalculate tax based on current settings
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