These defaults are used by the Tax Group Retrieval Hierarchy whenever a tax group assignment is required in WMS.
These settings are required if the user has assigned tax groups to each job in the Sage Timberline® Office Job Cost module and requires that similar tax assignments be made for Sales Worksheets and non job-specific reports.
If the user has assigned tax groups to each job in the Sage Timberline® Office Job Cost module, the tax group is assigned by JC Cost Type. The settings in this section are used as the default tax group for each JC cost type when the user is calculating Sales Worksheets or printing reports which are non job-specific. The Tax Group Retrieval Hierarchy will retrieve the necessary tax information from these settings to calculate the tax on costs.
From the Integration menu select Accounting > Setup Job Cost Types. The Setup Job Cost Types screen is displayed.
Select the appropriate JC Cost Type row in the JC Cost Type grid.
To select the default tax group for the JC Cost Type, click the drop down menu in the Default Tax Group column. The available list of tax groups displays.
Click the appropriate tax group in the list.
Repeat this process for each cost type.
Click the Save button at the top of the screen to save the changes.
Click the Close button to close the Setup Job Cost Types screen and return to the Desktop.