Backstory: I work in medical capital equipment space. Met a consultant, she was working with a doc opening her first private practice.
Sent her a great quote and piece of equipment. They needed help financing equipment so made a referral to lending partner.
We close deal. I think everything's gravy.
Fast forward to yesterday, I get pinged from my accounting team. Yay for tax season....come to find out we never collected sales tax on this deal. My project manager forgot to send the separate invoice for sales tax ($5,800) and it wasn't collected by the financing company.
The consultant, on behalf of the actual customer, is saying WE should write off the sales tax solely because of the unsent initial invoice.
Have a call with consultant in a few minutes....how would you approach?
I'm basically detaching. "Hey consultant, I understand no one likes getting hit with an invoice that isn't expected. However, the contract specifically states the buyer is responsible for any applicable sales tax. The doctor is more than welcome to pay the state directly. Or, they can pay us and we can pay on her half. Like any goods purchased, there is sales tax."
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