Default Sales Tax Rate

Sales tax codes default into transactions and maintenance screens based on the following rules:

Contracts

  • Tax Classification On: The Sales Tax code will default from the Tax Classification code entered for the job.

  • No Tax Classification: The Sales Tax code from the customer will default.

Customer Invoice Entry

  • Contract invoices: Default the sales tax code set up in Contracts

  • Misc (non-contract) invoices: Default the sales tax code found in the Customers screen.

Draw Request Entry

  • Defaults the sales tax code set up in Contracts.