SuperOps is introducing a more flexible tax framework that lets you apply tax based on both where your client is and what you’re selling.
As part of this update, your existing tax setup will be migrated automatically into the new structure using Taxes, Regions, and Categories.
What’s changing?
In the new framework:
Taxes contain the actual tax rates.
Regions are assigned to clients.
Categories are assigned to products and services.
The applicable tax is determined using the client’s Region and the item’s Category.
What happens to my existing tax setup?
You do not need to recreate your existing tax configuration.
During migration, SuperOps will use the tax assignments already present on your clients and items to automatically create the corresponding Regions and Categories.
If you currently apply tax at the client level
SuperOps will create Regions based on the taxes assigned to your clients.
For example:
If multiple clients currently use the same 8% tax, SuperOps will group them under the same Region. Your items will continue to use the client’s tax unless they have their own tax assigned.
If you currently apply tax at the item level
SuperOps will create Categories based on the taxes assigned to your products or services.
For example:
If multiple services currently use the same 5% tax, they will be grouped under the same Category.
If you use tax at both the client and item level
SuperOps will create both Regions and Categories.
If both the client and the item currently have a tax assigned, the item-level tax will continue to take precedence, preserving the way tax works today.
Will my tax calculations change?
The migration is designed to preserve your existing tax outcomes.
SuperOps uses the same client-level and item-level tax assignments you already have today and converts them into the new Region and Category structure. No tax information needs to be re-entered.
What about clients or items without tax?
If a taxable client or item does not currently have a tax assigned, it will remain under the default behavior in the new framework.
If a client or item is marked as exempt, it will remain exempt and will not participate in tax calculation.
What will the new Regions and Categories look like?
During migration, SuperOps automatically creates Regions and Categories based on the names of your existing taxes.
For example:
If the existing tax is named Texas, SuperOps creates a Region named Region - Texas.
If the existing tax is named Hardware, SuperOps creates a Category named Category - Hardware.
These names are created automatically to preserve the relationship with your existing tax configuration. You can rename the Regions and Categories later without affecting the underlying tax mapping.
What happens if I use QuickBooks or Xero?
If you use QuickBooks or Xero, the way you import, create, and map taxes between your accounting platform and SuperOps will not change. What changes is how those taxes are associated with clients and items.
How does it work today?
Today, when a client or item is synced, SuperOps checks its assigned tax. If that tax is already mapped to a tax in SuperOps, the mapped tax is assigned directly to the client or item.
What happens in the new Tax Framework?
Taxes are no longer assigned directly to clients and items. Instead, clients are assigned to Regions and items are assigned to Categories.
When a client with a tax is synced:
SuperOps identifies the corresponding mapped tax.
It looks for a Region with that tax as its default.
If found, the client is assigned to that Region.
If not, SuperOps creates a Region with the mapped tax as its default and assigns the client to it.
For example, if Acme Inc. uses the Texas tax in QuickBooks, SuperOps will assign Acme Inc. to a Region where the mapped Texas tax is the default. If no such Region exists, one will be created automatically.
The same logic applies to items, with Categories used instead of Regions.
This preserves your existing tax mappings while adapting them to the new Tax Framework.
What do I need to do after migration?
Once the new Tax Framework is available, we recommend that you:
Review the Taxes created or mapped in your account.
Review the Regions assigned to your clients.
Review the Categories assigned to your products and services.
Rename any system-generated Regions or Categories where helpful.
Verify that your tax setup reflects how you want tax to be applied going forward.
Your existing tax setup will continue to work after migration, but the new framework gives you more flexibility to configure tax by both client location and item type.