Tax Code Reference Logic on Subcontract Invoice Items

Below is the logic on how tax codes are specified for Subcontract Invoice Items based on the contract type.

• Cost Plus:
  1. Tax Code referenced on data entry grid or form
  2. Default tax code referenced in Vendor Profile form (See Contact Management Module | Company Profile)
  3. Job Cost Code Table | Default AP Tax Code
  4. Job Cost Code Table | Default Tax Code
• Fixed Lump Sum: Same as Original Subcontract and SCO Item
• Unit Price: Same as Original Unit Price and SCO Item
• All Contracts - Billed Retainage (aka Holdbacks):
  1. Job Cost Code Table | Default AP Tax Code
  2. Job Cost Code Table | Default Tax Code