[JB] Setting Up Tax Code to Automatically Populate on a JB Progress Bill or AR Invoice

A Tax Code can be automatically populated into the lines of a Job Billing Bill or an Accounts Receivable Invoice if there is a Tax Code set-up in the Items tab of the JC Contract Master / PM Contracts.

• A default Tax Code can be set-up in the JC/PM Contract Master for each Contract Item.
• A Default Tax Code can be entered into the Tax Code field. This tax code will be the default tax code for the contract and automatically entered into the contract items when they are created. This will also populate all of the lines of the contract when you click Yes on the pop-up that comes up if you change the current default Tax Code.
  
• After the Tax Code is entered in the info tab, it is good practice to make sure all of the Contract Items have a Tax Code in the Items tab. Here, the Tax Code can be overridden for each Contract Item if necessary.
  
• When one of these contract items are billed thorough JB or AR, the tax code from here will be added to the line and the corresponding tax amount will be billed.