Overview:

For jobs that are taxable, a tax jurisdictions list is required. The list of tax jurisdictions will be the default sales tax on future purchase orders and AP invoices. The below video walks through how to query a job and update the default list of tax jurisdictions in the Job Information window. Tax Jurisdictions can be overridden when creating a purchase order, or during AP Invoice entry.

Benefits:

Establishes default tax jurisdictions and tax rates for purchases
Can be overridden manually during purchase order or AP invoice entry

Roles:

Project Manager
Project Coordinator

Additional Content

N/A

Location:

Project Management > Jobs > Job Information

Video:

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