Tax

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Have taxes be addable and specifiable in estimate proposal

I would like to be able to, as a part of building a estimate proposal, be able to add taxes - similar to how they would be shown in a prime contract. Ideally, I think having them be like a global markup or being able to independently add the tax t...

Sean Coffman 15 days ago in Estimating, RFP, Proposals (Pre-Construction) / Tax 1 Future consideration

8 VOTE

Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...

Brandon Dahn 7 months ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

6 VOTE

all analytic reports should have the option without tax

All Sage CM customers in Canada, UK, Australia, NZ and others - DO NOT include GST - VAT as a Cost to a Job. This would also apply to Sage Intacct.

Ian Broadfoot about 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Tax 1 Future consideration

5 VOTE

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...

Tim Smith about 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

1 VOTE

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...

Guest 11 months ago in Companies / Job Cost Codes / Tax 0 Future consideration

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