Tax Code Reference Logic

Below is the logic on how tax codes are specified for Prime Contract, CPR, and CO Items.

Applicable Transaction Items

  • Prime Contract - Cost Plus with GMP - Original GMP Items
  • Prime Contract - Fixed Lump Sum - Original Contract Items (aka Schedule of Values)
  • Prime Contract - Unit Price - Original Unit Price Items
  • CPR - Proposed Items
  • CO - Proposed Items

Tax Code Reference Logic

Listing reflects priority. For example, if a tax code is not specified in the grid or form by the user then the system will check the client profile form. If nothing is referenced there then tax codes referenced on the Job Cost Code table will be reviewed.

  1. Tax Code referenced on data entry grid or form
  2. Default tax code referenced in Client Profile form (See Contact Management Module | Company Profile)
  3. Job Cost Code Table | Default AR Tax Code
  4. Job Cost Code Table | Default Tax Code