Name of Feature/Request: Maintain Individual Item Sales Tax Rules Within Item Groups (Component-Level Taxability)
What financial, time savings, or quality of life improvements will occur with this:
- Tax Compliance & Accuracy: Prevents miscalculating sales tax when an Item Group contains a mix of taxable items (e.g., physical materials) and non-taxable items (e.g., labor, consulting, or exempt services).
- Financial Protection: Eliminates manual line-item audit time or the need to issue credit memos/rebills caused by incorrect default sales tax calculations on grouped sales.
Attempted solutions so far:
Currently, when items are bundled into an Item Group, Striven overrides the individual line items’ underlying taxability settings and applies a single blanket tax setting at the group level. The primary workaround right now is manually removing non-taxable items from the group and adding them as standalone line items directly on the transaction. This completely defeats the ease and efficiency of using Item Groups in the first place.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven:
In accounting and ERP software (such as QuickBooks or NetSuite), adding a group or bundle to an order evaluates the components based on each item’s individual tax settings (e.g., Item A = Taxable, Item B = Non-Taxable). Allowing Striven to respect component-level taxability within Item Groups will keep transactions tax-compliant while preserving the ease and speed that Item Groups are meant to provide.