When entering an AP Invoice there should be a way to mark the project/job Tax Exempt; kind of like the way payroll entries are flagged when project requires Certified Payroll reports.

When entering AP Invoices 4-2, there should be a way to flag a project so on 4-2 screen if the supplier has charged sales tax after sending in Tax Exemption form.

I tend to have a stack of invoices I am entering in 1 session from all different jobs, just entering job # on the screen does not flag that invoice as Tax Exempt.

I have 23 different projects at the moment that are Tax Exempt and I can not remember all of them when entering invoices. Unfortunately, I have a few suppliers that once I have submitted the documentation of Tax Exemption they have not removed the sales tax, then when I ask them, they just say "OH go ahead & short pay" However I do not have the time every month for every project to cross reference that the Tax Exempt projects were not charged tax on every invoice.

by: Kari K. | 11 days ago | Accounts Payable