We are a mid sized construction company that often encounters situations where vendors do not charge us sales tax and we subsequently need to expense, accrue, and pay use tax. Our problem is that the Use tax district in the payable invoice screen does not automatically populate when clicked by the user. This means that whoever is entering the invoice would need to know the tax district of every job, and then manually enter the sales tax district that corresponds to the job. Ideally when you click "Use Tax District" it should automatically match the district to whatever job is selected.

I have noticed that "Sales Tax District" automatically populates from the job in both the Purchase Order Screen as well as the Receivable Invoices/Credits Screen. I would love to see the exact same functionality from the Receivable invoices screen implemented on the Use Tax selection for AP Invoices. Where the use tax district does not populate by default, but automatically matches to the job when clicked by the user.

by: Stuart V. | over a year ago | Accounts Payable