Boomer can create and maintain sales tax schedules using tax data from Zip2Tax. Automated schedules organize rates by taxing jurisdiction and are kept separate from your existing manual schedules.
What Happens to Existing Tax Schedules?
Your existing manual tax schedules will not be changed. Automated schedules are separate from any custom schedules you already use.
- Manual schedules are preserved. Synchronization does not overwrite, modify, or delete them.
- Automated schedules are separate. Boomer creates system-maintained schedules alongside your existing schedules.
- You choose whether to use an automated schedule. Automated rates apply only after the venue’s applicable revenue types are mapped to that schedule.
- Existing orders are not recalculated. Assigning a new schedule affects future tax calculations. If an existing order needs a tax update, adjust it manually.
How Automated Schedules Are Created
Boomer uses the venue’s five-digit ZIP code to identify applicable tax information. For open stores with active venues and valid ZIP codes, Boomer can generate a system-maintained schedule automatically.
Generated schedules use a consistent name, such as TEXAS Schedule - 78701, to distinguish them from manually created schedules.
How Tax Rates Are Organized
A location’s total sales tax may include taxes from several jurisdictions. Instead of storing one combined percentage, an automated schedule contains separate rules for applicable jurisdictions, including:
- State
- County
- City
- Special-purpose taxing districts, such as transit or hospital districts (up to seven)
Each rule can include the rate, jurisdiction, and reporting code. For example, a schedule might include 6.25% TEXAS State Tax and 1.00% Austin Tax (2227016). These examples illustrate the rule names and structure; they are not a quote for a venue’s current taxes.
How the Daily Synchronization Works
Boomer refreshes its master tax information, matches eligible venues by ZIP code, creates missing system-maintained schedules, and compares incoming rates and jurisdictions with existing system-maintained rules.
If a rate changes, Boomer gives the previous rule an end date and creates a new rule with the updated rate and effective dates. If Boomer identifies a new jurisdiction or rule, it adds a new rule. Rules without changes remain in place.
How This Helps with QuickBooks Online
When tax information is sent to QuickBooks Online (QBO), the jurisdiction reporting code can be included in the tax rate’s name and description. For example:
- Name: Austin City (2227016)
- Description: City Sales Tax - Code: 2227016
Including the code makes it easier to identify jurisdictions when reviewing sales tax information and reconciling tax liability reports in QBO. QuickBooks Online does not provide a separate field specifically named ReportingSalesCode, so the code is included in the tax rate name or description.
Frequently Asked Questions
Will this replace the tax schedules I set up manually?
No. Your manually maintained tax schedules remain intact and separate from system-maintained schedules.
Will the new rates be applied automatically to my venue?
No. The applicable venue revenue types must be assigned to the system-maintained schedule before its rates apply.
Will existing orders or invoices change?
No. Existing orders and historical invoices are not recalculated automatically. If an existing order needs a tax adjustment, update it manually.
Why are there multiple tax lines instead of one combined rate?
Each line represents a taxing jurisdiction, allowing its rate and reporting code to be tracked separately for reporting and reconciliation.
Do I need to update system-maintained rates myself?
The system is designed to refresh system-maintained schedules from the tax feed. Manually created schedules are not included in that automatic refresh.