Reset tax codes in prime contract invoices

The Reset Tax Code function updates all tax code references in a prime invoice using the default tax code from the job cost code table. This ensures tax codes remain consistent throughout the invoice.

This process does not affect other features or invoices.

Updates by contract type:

• Fixed Lump Sum contracts:

  • Original prime contract items (Schedule of Values)

  • Change order items

  • Billed retainage (retention/holdback)

• Cost Plus contracts (with or without GMP):

  • Cost plus invoice items

  • Billed retainage

• Unit Price contracts:

  • Original prime contract unit price items

  • Change order items

  • Billed retainage

Reset the tax code in a prime invoice

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Prime Invoices in the Client Contract Admin section.
3. Select the appropriate prime invoice number from the list.
4. In the Reset Functions section, select the tax code form the Reset Tax Code for Invoice Details dropdown.
5. Select Apply.
6. Select OK in the dialog to confirm your action.