Tax code lists display relevant AP and AR tax codes

Tax code dropdown lists in Contract Administration and Procurement transactions now display tax codes based on whether they apply to Accounts Payable (AP), Accounts Receivable (AR), or both.

Details

The available tax codes are filtered as follows:

Contract Administration transactions display tax codes configured for AR Only or Both AR and AP.
Procurement transactions display tax codes configured for AP Only or Both AP and AR.

Contract Administration

The updated tax code filtering applies to line items in the following transactions:

Prime Contracts
Change Orders
Prime Invoices, including the JCC summary

When you add a transaction through Contract Administration, the tax code dropdown displays tax codes configured for AR Only or Both.

When editing prime contracts that were created after this release, 11 November 2026, the filtering applies. For prime contracts created on or before this date, all tax codes remain available.

Procurement

The updated tax code filtering applies to line items in the following transactions:

Purchase Orders
Purchase Order Change Orders
Subcontracts
Subcontract Change Orders
Bills
Sub Invoices

When you add a transaction, the tax code dropdown displays tax codes configured for AP Only or Both.

When editing purchase orders or subcontract s that were created after this release, 11 November 2026, the filtering applies. For Prime Contracts created on or before this date, all tax codes remain available.

The tax code dropdown displays only tax codes configured as tax groups in Sage Intacct.