Sales Tax Rules

The Sales Tax Rules page allows you to define rules for applying sales taxes to labor, material items, and other costs. You can define different sets of rules for different situations. For example, you could define a rule that taxes materials at one rate and labor at another. Or, you could define a rule that changes the tax rate depending on the material class of an item.

You can create tax rules using any unique combination of:

• Charge Type

• Activity Type

• Sales Tax Groups

To add a sales tax rule:

1. Open the Administration Menu page.

2. Under the WORK ORDER ADMIN heading, click Sales Tax Rules.

3. In the State field, select the state in which the new rule will apply.

   All existing sales tax rules appear in the yellow pane.

4. In the Charge Type field, select the type of cost (labor, materials, or other costs) to which the rule applies.

5. Select a qualifier for the charge type:

   • For Labor costs – Select the Labor Activity to which this rule applies.
   • For Material costs – Select the Material Class to which this rule applies.
   • For Other costs – Select the Other Cost Type to which this rule applies.

   If no qualifier is selected, the rule applies to all values.

6. Click the Sales Tax Group Select link to select the sales tax group that this rule will utilize

   If not specified, this rule will apply to all sales tax groups.

7. In the Tax Status field, select whether items should be Taxable or Non-Taxable.
8. Click ADD.