TAX ISSUES

Skylar P. shared this problem 16 days ago
Solved

Those of us in Illinois are now required to charge sales taxes on rentals as of 1/1/25

I am trying to get this set-up in IO but the tax rate isn't changing, it is showing as 7% for every lead regardless of location. Our sales taxes are based on state, county , and city. How do I set this up in IO for the correct rate to show up based on county and city?

Thanks

Comments (6)

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Settings>tax preferences. If you don't tell IO to do a flat rate, it will pull the records from your state to determine tax rates...I think. And it combines them into one percentage

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Yes...be sure to clear any overrides you have in Settings-->Tax Prefences. That way each lead will calculate the tax rate by location

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Regardless of having a flat rate set or not, every lead is stuck on 7% for some reason. I have played with all the settings and cannot get IO to automatically call a tax rate.

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Susan, I cleared the overrides. Tried doing back up only, tried not setting a flat tax rate at all. Regardless of what I change in tax preferences the tax rate will not change from 7% (which is not the correct tax rate for any location around here) on any lead that I have tested.

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Illinois is origin based for sales tax. Checking your company address, it is calculating correctly at 7%.

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Anthony, thank you I thought I read otherwise. My mistake

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