Tax

Use the Tax module to set up sales tax codes and jurisdictions for the methods and rates that your tax authorities require.

Configuration options will vary depending on your company's VAT/Sales Tax setup. WorkBook supports the following:

• USA Sales Tax
• Canadian Sales Tax
• European VAT

You configure settings for VAT-enabled companies in Settings > Finance > VAT Settings.

Note: You can validate the VAT/Tax setup in Settings > Company Settings > Basic Company Settings > Open Company Card > Company Settings > Basic Settings.

You can use tax codes in Jobs > Price, Jobs > Purchase Order, and Jobs > Invoice.

Company Variables

WorkBook has the following company variables related to the Tax module that you can define or enable:

• 1 (Sales Tax column on Job Invoice): Use this setting to hide, show as read-only, or show and allow edit the Sales Tax column on Job Invoices.
• 72 (Define the source for VAT/Tax on price quotes): Use this setting to determine the level (header or line) at which VAT/Tax on price quotes will be based.

System Variables

WorkBook has the following system variables related to the Tax module that you can define or enable:

• 166 (Default rate for VAT/Tax): Use this setting to define the default VAT or tax rate percentage according to the company setup for price quotes.
• 823 (Allow Tax Code field to be shown in the expense entry): Use this setting to display the Tax Code field in the expense entry.