# Custom Tax Rates in Tally for QuickBooks

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

Source: https://gettally.io/quickbooks/features/custom-tax-rates

Plan: Tally Growth and Tally Scale

## What it does

- Sync Sales Tax in the Tally Hub brings in each QuickBooks tax code with its component and combined rates.
- Schedule sync refreshes tax codes and rates from QuickBooks automatically.
- Select Sales Tax Rate at the bottom of the form; only active codes are listed; each line has a Tax checkbox.
- The Easy Setup invoice and sales receipt Flow actions take a Tax Rate Record Id and Apply Tax After Discount.

## Sync

- QuickBooks to Salesforce: tax codes and rates, on demand or on a schedule.
- Salesforce to QuickBooks: the tax code chosen on each document.

## Questions

### 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

- All features: https://gettally.io/quickbooks/features.md
- Pricing: https://gettally.io/quickbooks/pricing.md
- Book a demo: https://gettally.io/book-a-demo