The Tax Classification File Maintenance screen builds a file used to store all of the Accounts Receivable and Accounts Payable taxability information for a group of jobs based on locality. A list box displays tax classification codes and descriptions, and whether any override cost types are present in Accounts Payable or Accounts Receivable.

The use of tax classifications is optional. Select the Utilize tax classification checkbox in Job Cost Installation - Properties to designate use of the tax classification system.

This file references existing tax tables in Accounts Payable and Accounts Receivable for tax information. Depending on whether sales or use tax is paid on job purchases, the file points to either an Accounts Payable sales tax code or use tax code.

Additionally, this file stores the tax exemptions by cost type and phase for Accounts Payable tax.

Phase overrides are automatically deleted when a cost type override is deleted in the Tax Classification File Maintenance screen. When a tax class code is deleted, its associated overrides are removed from the system.

In the Search Bar, click the arrow to open the Advanced Search Options window, or click Go to display all tax classification codes.