Skip to content
Tally

Your QuickBooks tax rateson documents built in Salesforce

Sync your QuickBooks tax codes and rates into Salesforce, then pick the right one on an invoice, estimate or sales receipt. The tax is worked out on the taxable lines, and the document goes to QuickBooks with the same code.

Book a demoSee pricing

Sync Sales Tax in the Tally Hub. Fictional tax codes.

The rates you already havekept current

Tax codes stay managed in QuickBooks. Tally copies them into Salesforce and can refresh them on a schedule.

Codes and their rates

Each QuickBooks tax code comes in with its description, its component rates and the combined rate.

Refresh on a schedule

Schedule sync refreshes tax codes and rates from QuickBooks automatically.

Only active codes

The tax rate list on a document shows the active codes.

Taxable per line

Each line has a Tax checkbox, so only taxable lines count toward the taxable subtotal.

Discount, then tax

Apply a discount and the form shows the subtotal, taxable subtotal, tax, shipping and total.

In Flows too

The Easy Setup invoice and sales receipt actions take a Tax Rate Record Id and Apply Tax After Discount.

On the formnext to the totals

Choose a rate from Select Sales Tax Rate at the bottom of the invoice, estimate or sales receipt, and the tax fills in beside the taxable subtotal.

The bottom of the estimate builder: messages, subtotal, discount, taxable subtotal, Select Sales Tax Rate, shipping, total, and Save and Save and Send

Set it up oncefrom the Tally Hub

Everything is on the Sync Sales Tax page.

  1. 1

    Sync tax codesQBObyTALLY__TaxCode__c

    Pulls every QuickBooks tax code and rate into Salesforce.

  2. 2

    Schedule the refresh

    So a rate change in QuickBooks reaches Salesforce without anyone remembering to sync.

  3. 3

    Build documents as usual

    Mark taxable lines and choose the tax rate on the form.

Pricing

$5,899

per year, Tally Growth

Custom tax rates come with Tally Growth and Tally Scale, and Growth is Avalara integration ready.

See pricingBook a demo

In Tally Growth

  • Custom tax ratesIncluded
  • Avalara integration readyIncluded
  • Custom fieldsIncluded
  • QuickBooks class trackingIncluded
  • Automation readyIncluded

Questionsabout custom tax rates

Does Tally support custom tax rates?
Yes. Your QuickBooks tax codes and rates are synced into Salesforce and can be chosen on invoices, estimates and sales receipts built there.
Do tax rates stay up to date?
Sync tax codes pulls them on demand, and Schedule sync refreshes them from QuickBooks automatically.
Can automated invoices use a tax rate?
Yes. The Create Invoice on QBO - Easy Setup and Create Sales Receipt on QBO - Easy Setup Flow actions take a Tax Rate Record Id, and can apply tax after the discount.

More of the package

All features

Guides on the blog

PricingFAQComparing integrationsRelease notesData model

The right rateon every document

Book a demoSee pricing