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Add Sales Tax Zone on the Project

When customers have several projects in different locations they need to have Sales Tax calculated in the jurisdiction where the work is being done rather than the Customer location.  Currently, the Sales Tax is calculated based on the Sales Tax Zone attached to the Customer Form.  This doesn't work well for clients that have projects in various jurisdictions and need sales tax by location of the project.

  • Bronwyn Duprey
  • Mar 11 2019
  • Already exists
  • Attach files
  • Admin
    Feedback Admins commented
    19 Mar, 2019 06:51am

    > So if a customer has projects in multiple tax zones, then we need to setup a Customer Location for every tax zone they can work in, correct?

    Yes.

    Best regards,

    Kate

  • Bronwyn Duprey commented
    18 Mar, 2019 01:23am

    So if a customer has projects in multiple tax zones, then we need to setup a Customer Location for every tax zone they can work in, correct?

    Bronwyn Duprey
    Direct: 419.794.3131
    Mobile: 614-634-8804

  • Admin
    Feedback Admins commented
    15 Mar, 2019 03:59pm

    Hi Bronwyn and Don,

    The system creates project invoices grouped by customer location of the project tasks being invoiced, copying the tax zone from the customer location to the invoice.

    If you specify the necessary tax zone in the project tasks' customer location, then it will flow to invoice.

    Best regards,

    Kate

  • Don Carl commented
    14 Mar, 2019 02:49pm

    This is a must have item...