Invoices and quotes created from projects ignore the contact "Sales GST" field
Creating a quote or an invoice from within Projects should respect the same rules for default tax rate that creating one from scratch does, as set out in this article:
https://central.xero.com/s/article/How-your-default-tax-rate-and-account-settings-work
Both quotes and invoices created from Projects ignore the contact "Sales GST" field and revert to the account default.
If the project uses "product or service" item codes with tax rates set, then quotes correctly respect the item tax rate (but still ignore the contact tax rate). An invoice created from Projects ignores both the item tax rate and the contact tax rate.
For example, I have a "With GST" service item and a "Without GST" service item set up. If I raise a quote in Projects for the "Without GST" service item for a contact with a "GST free" sales tax rate, then it correctly goes through as "GST free".
If I raise an invoice for the same item and contact, it sets the account default "GST on income" ignoring both the item rate and the contact rate!
This has meant I have accidentally charged international clients GST on numerous occasions.
This is not an "idea", it is a bug which needs to be fixed.
Jason McGee
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