Understanding Tax Rates Between Inspect Point and QuickBooks Desktop (QBD)

This article outlines how tax rates work within the QuickBooks Desktop (QBD) integration with Inspect Point and how to configure them properly to ensure accurate syncing of tax data.

Integration Prerequisites

Before adjusting any tax settings, ensure the QBD integration is enabled and connected.

• Navigate to: Settings > Integrations > QuickBooks Desktop

👉 Related Article: How to Set-up the QuickBooks Desktop Integration

Enabling Tax Rate Sync 

• Navigate to: Settings > Integrations > QuickBooks Desktop
• Toggle On: Sync Customer Tax to Inspect Point

Enabling this option ensures that customer tax rate data from QBD is imported and applied to the corresponding Building (and Account) records in Inspect Point.

 Behavior of Tax Rate Syncing with QBD

When Sync Customer Tax to Inspect Point is enabled:

• QBD will send the tax rate for each customer/building into Inspect Point
• Numeric values only will override the default tax percentage
  If no tax rate is set on the building in QBD, Inspect Point will fall back to the Company Default Tax Rate

Important Note:
If your intention is to apply a 0% tax rate from QBD, you must explicitly set that value in QBD. Simply leaving the field blank will not result in a 0% rate — instead, it will trigger the fallback to the Company Default in Inspect Point.

How Tax Rates Work in Inspect Point

Inspect Point allows for flexibility in how tax rates are applied across the platform: 

1. Company Default Tax Rate

• Go to Settings > Company Settings
• Locate the Default Tax Percentage field
• This value will be applied by default unless overridden by QBD data or manually adjusted at the Account or Building level

2. Account/Building-Level Overrides

• Inspect Point supports overriding the company default rate:
• You can set custom tax rates directly on the Account or Building
• These values take precedence over the company default