Overview:
For jobs that are 100% except from sales tax, a checkbox should be placed in the Tax Exempt field, and a Tax Except Reason Code should be listed. The combination of these two fields tells PENTA to not calculate/accrue sales taxes by default on job related purchases. This can be overridden via a Costcode Tax Rule, during purchase order setup, or during AP Invoice entry.
Benefits:
- Disable PENTA's calculation of sales tax
- Can be overridden manually during purchase order or AP invoice entry, or if you have defined costcode tax rules
Roles:
- Project Manager
- Project Coordinator
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