Tax Codes

Enterprise Administrators can use the following project settings to manage tax codes:

Allow Tax Codes/ to be Entered project setting: Use to manage tax rates for payments to Subcontractors. Some localities dictate that General Contractors pay tax on some invoice items. When this setting is selected, you can choose two additional settings: Require Tax Codes and Lock Imported Tax Codes.

Require Tax Codes project setting: This setting is displayed only if Allow Tax Codes to be Entered is selected. When this setting is selected, the tax code field becomes a mandatory field on the Contract Maintenance page.

Lock Imported Tax Codes: This setting is displayed only if Allow Tax Codes to be Entered is selected. When this setting is selected, the tax code field on the Contract Maintenance page is displayed but is not a required field. For imported contracts, the tax codes field is disabled, only service users can edit this field.

Note: Only Enterprise Administrators can add tax rates/codes.