Set default tax codes to job cost codes

You can specify default tax codes for job cost codes.

Before you begin

In Settings () > Company Settings > Taxation, specify whether a single tax code applies to both Contract Administration and Procurement transactions, or if separate tax codes are required.

Go to Projects and select the appropriate project in the Quick Select section.
Select Job Cost Codes in the Client Contract Admin section.
Select Columns.
Select the following options depending on the tax codes setup:
- If a single tax code applies to both Contract Admin and Procurement transactions, select Tax Code.
- If separate tax codes apply to the Contract Admin and Procurement transactions, select AP Tax Code and AR Tax Code.
Select Apply.

Go to Projects and select the appropriate project in the Quick Select section.
Select Job Cost Codes in the Client Contract Admin section.
Select one or more codes from the list and select Choose Bulk Action.
In the Default Tax Code section, do the following as needed:
- If a single tax code applies to both Contract Admin and Procurement transactions, select the Tax Code checkbox and select the corresponding tax code from the dropdown.
- If separate tax codes apply to the Contract Admin and Procurement transactions, select the appropriate checkboxes and select the corresponding tax code from each dropdown.
Select Save.

The default tax code on the job cost code listing is automatically added to prime and subcontract invoices.

Go to Projects and select the appropriate project in the Quick Select section.
Select Job Cost Codes in the Client Contract Admin section.
On the Project home page, select either Prime Invoices in the Client Contract Admin section or Sub Invoices in the Procurement section.
Select an invoice number from the list.
In the Invoices Details section, select one of the available options.

The tax code for each item displays in the item details section.