Copy/Create Costcode Tax Rules

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: