Zamp for Quickbooks Online: Invoicing

Calculating Transactions with Zamp

Certain events in QuickBooks Online can trigger a sales tax calculation. Zamp evaluates factors such as your account configurations, the purchasing entity’s address, and the line item details included in the transaction. The result is a tax-due amount, which is added as a line item to the final invoice.


Any edits or cancellations to a transaction record can also trigger a new sales tax calculation event. For example, if you make multiple edits to an invoice, Zamp will automatically update the latest version of that invoice for posting to your Zamp account. This ensures that QuickBooks Online and Zamp remain synchronized on the sales tax liability amounts owed to each state.


Note: We recommend avoiding changes to invoices once a monthly filing period has closed, as this can impact previously reported liability totals.


Calculating Sales Tax on Invoices

  1. Create an invoice as you normally would, by selecting a customer and adding line items to the sale
  2. Ensure the following:
    1. Tax is checked for each line item you would like to charge sales tax to
    2. Zamp is specified as the tax provider
  3. Save & Close the invoice

  4. A "Sales Tax calculated by Zamp" line item will appear on the final invoice, and be added to the total:

Note:

If you aren't seeing sales tax calculated, you may need to manually refresh the invoice page, or it's due to one of the following reasons:

  • The customer is tax exempt
  • The products/services sold are tax exempt
  • The customer is in a state where you do not have sales tax nexus (no sales tax liability)
    • Check your Zamp account to ensure the state is configured as taxable.


Recurring Invoices


The Zamp Tax app for QuickBooks Online supports automatic sales tax calculation and transaction reporting for recurring invoices, commonly used for monthly subscriptions or SaaS (Software as a Service) billing.


To set up a recurring invoice that’s supported by the Zamp Tax app, follow the steps below.


  1. Set up a new invoice as you normally would, and Save and close the invoice. This ensures Zamp will calculate sales tax for you:

  2. The Recurring payment settings will support the recurring billing terms you have for your customer(s):

  3. Save the invoice
  4. Recurring invoices can be identified in your Sales page by the recurring icon next to the invoice date field: