These settings determine if taxes specific to the area will be calculated and included in the costs that are printed on purchase orders.
|
Note |
|
Tax groups are used within the Purchasing application to calculate sales tax. Tax groups should only be assigned in this screen if the sales tax is dependent upon a specific taxing authority applicable to the specific location of the area. |
The tax groups assigned within this screen are:
Labor Tax Group - This field determines the tax group (previously set up in Sage Timberline® Office Accounting) that is assigned to and calculated on any costs that are classified as Labor Job Cost Category in this specific area.
Material Tax Group - This field determines the tax group (previously set up in Sage Timberline Office Accounting) that is assigned to and calculated on any costs that are classified as Material Job Cost Category in this specific area.
Sub Tax Group - This field determines the tax group (previously set up in Sage Timberline Office Accounting) that is assigned to and calculated on any costs that are classified as Sub Job Cost Category in this specific area.
Equip Tax Group - This field determines the tax group (previously set up in Sage Timberline Office Accounting) that is assigned to and calculated on any costs that are classified as Equipment Job Cost Category in this specific area.
Other Tax Groups- This field determines the tax group (previously set up in Sage Timberline Office Accounting) that is assigned to and calculated on any costs that are classified as Other Job Cost Category in this specific area.
Overhead Tax Group- This field determines the tax group (previously set up in Sage Timberline Office Accounting) that is assigned to and calculated on any costs that are classified as Overhead Job Cost Category in this specific area.
If the area is not already open, from the Setup menu, selectAreas. Or, click the 
Areas icon within the Setup toolbar.
Create a new area (see the preceding Creating Areas section), or click on an existing area and within the Areas toolbar, selectAreas > Edit Area. OR, within the Areas toolbar, click the Edit Area icon.
From theArea Information screen, click the Purchasing tab.
To assign a tax group, click the 
List icon to the right of the specific Tax Group field. The tax Lookup screen displays.
All tax groups previously set up in Sage Timberline® Office Accounting and imported into WMS appear.
Click on the appropriate tax group for the job cost category in the selected area.
Click OK.
Repeat steps 3 through 6 for each tax group field as appropriate.
Click the Browse button for the Default Path to Estimates for the Area field, and select the desired location to save the imported estimates for the area. Create a new folder if desired. This provides an area-specific location for estimates, rather than the default location set in Integration > Timberline Estimating > Estimating DB Settings > Timberline Estimating Configuration tab. When importing an estimate from the Issue Purchase Orders or Issue Budgets screen in Purchasing, this location appears as the default.
Click OK.
Click within the Areas toolbar to save the changes. Or, click on the Areas toolbar to cancel the changes.
Creating Areas - Scheduling Tab
Creating Areas - Sales Center Tab