Detail Costs/Taxes Screen

  1. Open Project and Job Costing > PJC Transactions > Costs.
  2. Click Detail/Tax.

Overview

Use the Detail Costs/Taxes screen to enter information for details. You can enter the same information that is in the detail table on the PJC Costs screen, with the following differences:

  • For time and materials projects and for fixed price projects that use an item invoice type, you can view and enter information for taxes that apply to the customer. This information is in a table, which includes the following fields:

    • Tax Authority. The tax authority code and description comes from the tax group for the customer or for the contract (if you changed the tax group for the contract). You cannot change it.
    • Tax Class. By default, the tax class code and description is set as follows (but you can change it):
      • If one or more tax authorities are assigned to the item in Accounts Receivable, the tax class from the A/R item record is used.
      • If no tax authorities are assigned to the item in Accounts Receivable, the customer tax class for the inventory item is used.
      • If the item does not use a customer tax class, the default tax class of 1 is used.
    • Tax Included. By default, this status is set as follows (but you can change it if the tax authority permits):
      • If one or more tax authorities are assigned to the item in Accounts Receivable, the Tax Included status from the A/R item record is used.
      • If no tax authorities are assigned to the item in Accounts Receivable, the Tax Included status is set to No.

  • The field that shows the Work in Progress or Cost of Sales account has a different name:

    • On the PJC Costs screen, this field is named WIP/COS Account.
    • On the Detail Costs/Taxes screen, this field is named either Work in Progress Account or Cost of Sales Account (as appropriate).