Information Flow

Follow the hierarchies below to see how Spectrum determines the tax default by comparing the settings shown here with your company's settings.

IF ->

AND ->

AND ->

= THEN

Vendors = No tax code

Job Cost Installation Utilize tax classification? = No

Not applicable

Non-taxable.

Vendors = No tax code

Job Cost Installation Utilize tax classification? = Yes

Job File Maintenance = Yes, tax classification code entered

Use the A/P tax code in Tax Classification File Maintenance unless exemptions exist (see hierarchy shown below).

Vendors = No tax code

Job Cost Installation Utilize tax classification? = Yes

Job File Maintenance = No tax classification code

Non-taxable.

Vendors = Yes, tax code entered

Job Cost Installation Utilize tax classification? = No

Not applicable

Use the tax code from Vendors.

Vendors = Yes, tax code entered

Job Cost Installation Utilize tax classification? = Yes

Job File Maintenance = No tax classification code

Use the tax code from Vendors

Vendors = Yes, tax code entered

Job Cost Installation Utilize tax classification? = Yes, and Tax class default = By vendor

Job File Maintenance = Yes, tax classification code entered 

Use the tax code from Vendors.

Vendors = Yes, tax code entered

Job Cost Installation Utilize tax classification? = Yes, and Tax class default = By job

Job File Maintenance = Yes, tax classification code entered 

Use the A/P tax code in Tax Classification File Maintenance unless exemptions exist (see hierarchy shown below).