As a re-seller of material, under 9-5 takeoffs when creating an estimate for a client we need to be able to show sales tax on certain items after O/H and profit rates are calculated. The sales tax that is currently calculated is only calculated on our cost.
It would be helpful to have a column/calculation like the receivables have for if an item is taxable to the customer.
by: Alex D. | over a year ago | Estimating
Comments
And follow it thru the system. The invoices show tax, all of the modules like change orders should allow tax rate fields for charging tax to the client on taxable items (some items are non-taxable so give the option to make taxable y or n. like in the S.O.V.). We have to charge our clients sales tax.
New to SAGE 100C. Sales tax is a major issue in this system. I agree that it needs to be followed all the way through including how it is reported on the AIA forms. For a system that is supposed to do a lot of automated things we still have to deal with our sales tax by not just printing a report. This is dealing with the government, therefore, a seamless system on sales tax would go a long way. We are a manufacturer, therefore, charge tax on our product we sell and are a installer, no tax on labor.
And still no resolution? This is a big problem that needs to be addressed. Otherwise why pay for the estimating portal?