Tax Schedules - Charge Defaults Tab

If you want Time & Expense with ESS to get any charge code values from the tax schedule for first-tier tax amounts, enter those values for the appropriate charge codes under Tax 1. If the charge type that applies to an expense is set up with Tax Schedule selected in ...Source for one of those charge codes, the corresponding value specified under Tax 1 on this tab is assigned as the charge code value for that tax amount.

If the tax schedule is for a two-tier tax, you can also specify charge codes for the second-tier tax under Tax 2.

Although the tab shows a column for all UDTs used in your system, you only need to make entries for those for which you want the tax schedule to provide the default charge information.

 

 

If your system is set up for the Costpoint Multicompany feature and you want to specify a default value for UDT06 or UDT07, use Costpoint Company to specify the Costpoint company associated with the UDT06 or UDT07.

 

If you want the reference text for tax amounts to come from the tax schedule, enter that text in Expense Reference Code under Tax 1. If the charge type that applies to an expense is set up with Tax Schedule selected in Expense Reference Source for Tax 1, this text will be used as the reference for that tax amount.

If the tax schedule is for a two-tier tax, you can also specify reference text for the second-tier tax under Tax 2.