Tax codes

The following transactions in Sage Construction Management reference tax codes:

• Contract Administration module
  • Prime contract – fixed lump sum – original contract items (also known as schedule of values)
  • Prime contract – unit price – original unit price items
  • Change proposal request (CPR) – proposed item details
  • Change order (CO) – proposed item details
  • Prime contract invoice – line items and billed retainage (also known as holdbacks)
• Procurement module
  • Purchase orders (POs) – item details
  • Bills – item details
  • Subcontracts – schedule of values
  • Subcontracts – unit price items
  • Subcontract change orders (SCO) – item details
  • Subcontract invoices – line items and billed retainage
• Time and expenses module
  • Employee miscellaneous expenses

• Add standard tax codes
• Tax code groups

Default tax codes can be specified in the job cost codes table (see Projects > Contract Administration). This setting determines whether default tax codes apply to both procurement (AP) and contract administration (AR) transactions, or whether separate tax codes are required.

For the United States and Canada, a single tax code is typically recommended. In Australia and New Zealand, separate tax codes are usually required.

Set default tax codes to job cost codes

• United States tax codes overview
• Canada tax codes overview
• New Zealand tax codes overview including Xero integration

• Tax code reference logic
• Tax code reference logic on prime contract invoice items
• Tax code reference logic on PO, bill, subcontract, and SCO items
• Tax code reference logic on subcontract invoice items
• Tax code reference logic on employee miscellaneous expenses