Setting up Tax Posting Setup

Tax Posting Setup: gives the ability to define a Tax Posting Group Code used for sales tax, by Project, Task, Type (Resource, Item, Expense, Resource Group), and specify a start date to when the tax is effective.

Important

When a sales invoice is posted that contains chargeable time entry lines, if the Tax Group code on the Resource Card for the Resource on the Sales Invoice is blank, the system will look to this Tax Posting Setup page for the sales tax code to use for the transaction. If there is not a record set up here for that Resource, an error is generated, and the Sales Invoice will not post until a Tax Posting Group Code is added to either the Resource Card or a record is created for that Resource and Project in Tax Posting Setup.

Tax Posting Setup contains the following fields:

Field Name	Description
Start Date	Specifies the date this Tax should start.
Project No.	Specifies the Project to which this line applies.
Tax Code	Specifies the Task to which this line applies (may be blank).
Type	Specifies the Type to which this Tax should apply. Options:
	- All
	- Resource
	- Item
	- Expense
	- Resource Group
Code	Specifies the Code based on the Type (will be blank when Type is set to All).
Work Type Code	Specifies the Work Type code to which this applies (can be blank).
Tax Group Code	Specifies the standard Tax Group Code.
Ship-To Code	Specifies the standard Ship-To Code for Customer on the Project.