If you could put a sales tax code in job cost that overrided the code on the customer's AR masterfile during invoicing that would be helpful. We serve contractors who's exemption status changes with the job and the state where the material is accepted. They are not tax exempt themselves, but might be if the project they are working on is something like a church or school. Also, they might be exempt in their home state but not if they ship the material to the job site in another state. We have to pay very close attention during invoicing to whether the job itself is tax exempt, and what state it was shipped to to insure we charge (or don't charge) the correct sales tax. If the sales tax was programmed to refer to the job masterfile first and the AR masterfile second, it would improve our accuracy significantly.

by: Richard K. | over a year ago | Payroll / Job Cost