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

Automatic Tax Code in Job Billing or AR

A Tax Code can be automatically applied to bill lines if it’s set up in the JC Contract Master or PM Contracts.

Steps:

1. In JC/PM Contract Master, set a default Tax Code for each contract item in the Items tab.

2. When the default Tax Code is entered in the Info tab, all contract items will be populated with it. You can click Yes on the pop-up to update existing items.

3. You can override the Tax Code for individual contract items if needed.

4. When the item is billed in Job Billing or Accounts Receivable, the Tax Code is automatically applied to each line, and the tax amount is calculated.