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Overview:

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  1. Work Order Template window (Tax tab)
  2. Customer Location (Customers window, Locations tab, Service Management sub-tab)
  3. Customer (Customers window, Service Management tab)
  4. Customer Invoice Location (Customers window, Loc Invoice Cus… button)
  5. Customer Invoice (Customers window, Cus Invoice Cus… button)
  6. Taxability Defaults By State/Province window
  7. Organizational Units window (Setup tab, Service Mgmt button, Service Management Parameters pop-up)

Benefits:

  • Ensures accurate tracking of taxability for Purchasing and AR Billings
  • Enables use of PENTA's sales tax module.

Roles:

  • Accounting Manager
  • CFO
  • Controller

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  • Financial & Accounting > Setup >Taxability Defaults by State/Province

Video:

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