Special tax code bookmarks for Contract Admin and Procurement transactions
Default report templates for Contract Admin and Procurement features usually display tax as a single aggregated value, even if multiple tax codes are referenced in a transaction. You can include an itemized breakdown of tax codes and their corresponding values on your reports by using special tax bookmarks in the report templates. This is especially important to Canadian contractors who need to show GST and PST separately.
Tax code examples
- Group Tax Code: QST
- Group Tax Code Components: GST and PST
Available bookmarks
- Tax_GST
- Tax_PST
Template example with the above bookmarks:
Report templates with GST and PST broken out
Applicable financial transactions
- Prime contract
- Change proposal request (CPR)
- Change order (CO)
- Prime contract invoice
- POs
- Bills
- Subcontract
- Subcontract change order (SCO)
- Subcontract invoice