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Overview:

The Costcode Tax Rule Maintenance window allows Jobs to have different rules for sales tax.  It might be that one state taxes similar work differently than another state and a Tax Rule Template exists for each state, so the rules can be assigned to the Job.  As costcodes are charged to a Job, the tax rules are applied.

Benefits:

  • Provides flexibility to create tax rules by costcode to comply with complex taxing jurisdiction rules.
  • Templates can be created to consistently apply rules or be tweaked on a job by job basis without creating a new template when the standard application of rules does not apply
  • Tax Jurisdictions can vary by costcode which is useful if Materials, Labor, etc., do not apply to a specific tax jurisdiction and that specific jurisdiction is applicable to all other cost types, or vice versa

Roles:

  • Project Coordinator
  • Sales Tax Manager

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  • Project Management > Jobs > Costcode Tax Rule Maintenance

Video:

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