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When do Time Card entries determine whether to apply Sales Tax?

  • October 31, 2023
  • 2 replies
  • 32 views

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In Time Card entry, if a work / service being performed is taxable based on the state when does that sales tax become applied?  Is it during Time Card processing or during Invoice Creation?

Thank you,

Jeff

Best answer by laurabarber45

hello @jeffgrammer69 ,

During Billing, either Sales Orders, Field Service, Project Billing, and sometimes directly in AR Invoice screen (depending on how your company bills customers) is when the Sales taxes are calculated. 

Taxes are calculated based on a combination of the Tax Category of the items sold and the tax zone connected to the customer or specific Customer Location.

 

Laura

2 replies

laurabarber45
Captain II
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  • Captain II
  • 3140 replies
  • Answer
  • October 31, 2023

hello @jeffgrammer69 ,

During Billing, either Sales Orders, Field Service, Project Billing, and sometimes directly in AR Invoice screen (depending on how your company bills customers) is when the Sales taxes are calculated. 

Taxes are calculated based on a combination of the Tax Category of the items sold and the tax zone connected to the customer or specific Customer Location.

 

Laura


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  • Author
  • Varsity I
  • 47 replies
  • October 31, 2023

Thank you Laura02!  I thought that was the case, I simply needed that confirmation.