Lacerte Tax Idea Exchange
Submitted by snootsdad on 09-07-2023 08:34 PMI want to start adding a surcharge % to every invoice, with the same functionality of the current "sales tax field" But in California we don't charge sales tax on our services. If I could customize the wording for this field I could use words that don't raise issues, since sales tax doesn't apply in CA.
Or if you just added a field that works just like sales tax and could be customized.
I currently am trying to get my clients away from paying with a credit card (cost is cutting into margin).
I will offer a discount of this fee is paid other than CC (Zelle, check or MO). I can explain this in the footer of my invoices.
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