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
Additional Content
Location:
- Project Management > Jobs > Costcode Tax Rule Maintenance
Video: