Adding a Tax Code for General Contractors

To add a tax code:

  1. Navigate to the My Organization Settings Page
  2. From the My Organization Settings page, select the Manage Tax Codes link.

    The Tax Code page displays.

  3. Select the button.
  4. Complete all required fields. Required fields are marked with a red asterisk.

    Note: Tax codes may be dictated by your accounting interface and will display on the Contract Maintenance page.

  5. Select the Add.
    • A status message displays, confirming the tax rate has been saved.
    • The next time you access the Tax Codes page, the new tax rate displays in a table.