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Costcode Tax Rule Template
- Kyle Niekamp
- Claire Aleman
- Erin Sarosi (Deactivated)
- Steve W. Smith [X] (Unlicensed)
Overview:
The Costcode Tax Rule Template window provides the ability to override a specific cost type/costcode combination to be taxable, or non-taxable, and override the default tax status of the job. For example, a job might be non-taxable by default, but when consumables are purchased, tax is owed. Costcode Tax Rule Templates must be copied to a Job Costcode Tax Rule Template, for the rules to take affect
Benefits:
- Ability to create costcode tax rule overrides that take precedence over the job default tax status, thus eliminating the amount of manual tax overrides required during purchasing setup and AP Invoice entry
Roles:
- Accounts Payable Manager
Location:
- Accounts Payable > Setup >Sales & Use Tax Maintenance > Costcode Tax Rule Template
Video:
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