Create a Tax Code

System Location: Settings > Base Tables > Tax Codes

Tax codes are used to calculate and track the amount of sales tax associated with customer and vendor transactions.

One code should be established for “Exempt” transactions with a Tax Percent of zero since the system will require a tax code on all outgoing invoices.

When tax rates change, it is strongly recommended to create a new tax code for the revised rate, assign it to customers and vendors accordingly, and mark the "old" code as inactive.

For more information see Tax Codes.

  1. Click the Settings button.Settings_Button
  2. Open the Base Tables dropdown menu.
  3. Select Tax Codes.
  4. Click New (located at the top of the page.)

Provide Values

Provide information for the fields listed below at a minimum to take advantage of JobBOSS2's reporting and analysis tools in addition to benefiting from its ability to pass information along from one part of the software to another.

An asterisk [*] indicates a required field.

  1. Provide information as appropriate:
    • *Tax Code: Should indicate what taxing authority the code is used for
    • Description: Appears on Tax Code Navigator and various reports for reference
    • *Tax GL Code: GL account that calculated tax amounts should be applied to
    • Tax Percent: Rate that will be used to calculate the amount of tax to be paid
    • Taxable Accounts (dropdown menus): GL codes that will automatically have tax rate applied against them when present on invoice with selected tax code
    • All GL Codes Are Taxable (checkbox): Tax rate applied to all GL codes present on invoice when selected, regardless of how dropdown menus are configured
  2. Click 'Save' to save and close the record.
    1. Use the Save dropdown menu if you want to create a new record or print a report upon saving.