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Setting Up HQ Tax Codes

HQ Tax Codes define sales and use tax rates and how tax posts to the GL. Use single-level codes for base jurisdictions and multi-level codes to combine them.

Before you start​

  • Know rates and GL liability accounts for each jurisdiction.

Steps​

  1. Open HQ Tax Codes.
  2. Create single-level codes for state, county, and city (each with its own rate) as needed.
  3. For combined jurisdictions, create a multi-level code and list the single-level members on the Single-Level Members tab.
  4. Enter a GL account on each tax code.
  5. Assign tax codes on jobs when sales or use tax applies to job-coded invoices; assign on the job cost contract when sales tax should appear on customer invoices.
  6. In Service Management, assign tax at customer, service site, or work order level when required.

Notes​

  • Missing GL accounts on tax codes cause posting errors.