Post Taxes: On Invoices

Check this box to allow posting sales tax when entering invoices (in AR) or progress billings (in JB). If checked, all tax-related inputs will be enabled on the AR Invoice Entry and JB Progress Billing. In addition, enables retainage tax options below.

Note: If you do not allow posting taxes on AR invoices, but do allow posting taxes on progress billings in JB, you will need to check this box. However, you can use the F3 function to hide the tax-related fields on the AR Invoice Entry form and then either set the Tax Code input to a Default Type of ‘2-Fixed Value’ with a Value of ‘blank’ or remove any tax code designations for customers in AR Customers or contracts (those not used in JB).

Leave this box unchecked if you will not be posting taxes with invoices or progress billings. All tax-related inputs will be disabled in AR Invoice Entry and JB Progress Billing.

Important: Although allowed, it is recommended that you do not change this flag once you begin processing invoices and billings, as it can have a serious impact on this and other modules relative to input defaults and release retainage processing. If changed, a warning displays, but gives you the option to continue. Make sure you only continue with the change if you are sure it is the correct action to take.