Overriding Sales Tax

For sales tax to be calculated on a bill, all of the following conditions must be met:

  • The service code must be taxable and have a tax rate selected.
  • The client must be taxable either on their client profile or based on the WIP work location.

ClosedHow is sales tax calculated?

Sales tax is calculated based on:

Sales tax can be calculated three different ways, depending on whether WIP is being billed.

  • When WIP is being billed.

  • When WIP is not selected. Sales tax is only calculated if the client has a tax authority.
  • When the client is progress billed on a final bill. Tax calculated on the WIP being final billed using the final bill hierarchy + Tax calculated on the progress bill using the client tax rate = Sales tax.

To override the calculated sales tax, do the following:

  1. ClosedOpen the sales tax page.
    1. Open Dashboard, click Application Links on the navigation panel, and then click Bill WIP under Billing & Invoicing.
    2. Select the Clients, Client Billing Groups, or Projects tab.
    3. Locate the record you want in the grid and select Actions > Bill.

      Note: You can use search or filters to help you locate the records you need. To use search, enter a client’s or client billing group's name or ID in the Search and bill box. Click the client name if you see it, or press Enter. See Using the Billing & Invoicing Filters for information about filters.

    4. Select the WIP items for which you want to override the sales tax by selecting the check box in the first column.
    5.  Click in the Sales Tax section.
  2. Update the amount in the Sales Tax column to enter the sales tax override.

    Note: Click Reset to revert to the calculated sales tax amount.

  3. Click OK.