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Overview
The Taxes and Surcharges tab establishes taxes and/or Surcharges used for the project selected. In order to enforce the tax/surcharge, a Taxes section must be used in the Invoice Design for the invoice being used for the selected project. Taxes and Surcharges are established in Administration>Global Settings>Taxes and Surcharges Tab.
Field Descriptions
Below are field descriptions for the Taxes and Surcharges Tab.
| • | Use - When checked, the tax will be used in the selected project. |
| • | Tax Code - Code of the tax. |
| • | Tax Name - Name of the tax. |
| • | Tax 1 % - Percentage of the first Tax/Surcharge applied to this project. Used in the first tax field in the Invoice Design. |
| • | Inv. Text 1 - Text that shows up on the invoice next to the first tax/surcharge. |
| • | Tax 2 % - Percentage of the second Tax/Surcharge applied to this project. Used in the second tax field in the Invoice Design. |
| • | Inv. Text 2 - Text that shows up on the invoice next to the second tax/surcharge. |
| • | WBS level - The WBS level in which the Tax/Surcharge is enforced. |
| • | Exclusions - In the Exclusions column, click the icon and a pop up will appear. You will see the 3 following sections. Checking the box next to the item will exclude if from the tax. |
| o | Project Exclusions - Checking the box next to any Project Path that you want to exclude the tax from. |
| o | Labor Code Exclusions - Checking the box next to any Labor Code that you want to exclude the tax from. In order for this to work, users must be entering Labor Codes on their time sheets. More on Labor Codes |
| o | Expense Code Exclusions - Checking the box next to any Expense Code that you want to exclude the tax from. In order for this to work, users must be entering Expense Codes on Expenses, Purchases and Disbursements that are passed to billing. More on Expense Codes |
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