We would like the ability to have multiple Tax Codes (Costs) within the Job Master. We have jobs that are sales tax exempt or have a resale certificates, but require us to pay sales tax on certain items regardless (equipment rental, consumables, etc.). Would like the ability to have multiple Tax Codes on the Cost Type which will allow us to code PO's and invoices accordingly. Need to have the default Tax Code at the Cost Type level with the ability to override the default Tax Code at the job.
Guest
| Company | Chamberlin Roofing & Waterproofing |
| Job Title / Role | CFO |
| I need it... | Yesterday...Come on already |
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I couldn't agree more with this and what Jim Gibbons said below. Sales and Use taxes are complicated even for an accountant when you're multi-state and have jobs of varying nature (real property or tangible personal property, new construction or remodels, labor only, etc.). As Vista is currently configured, the taxes are "determined" so to speak when a PO is written. If you don't have a purchasing department you're essentially relying on either your PMs or Project Coordinators to understand the intricacies of sales and use taxes. This is obviously not ideal and poses true business risk. You could be paying taxes you shouldn't and thus tying up lines of credit or other sources of capital that could have been used to fund more work, or you're not paying what you should and run the risk of an audit determining you owe X amount which could be a lump-sum cost you weren't expecting. Either way, improper recording and payment of sales and use taxes is a business risk that could be substantial and for that reason I'm shocked Vista hasn't seriously looked into addressing this issue.
I agree with the approach of determining sales and use taxes by Cost Type by Job. By Phase Code is another potential approach but I think by Cost Type is both reasonable and feasible. Even with that setup the taxes likely wouldn't be properly recorded down to the penny, but I think implementing this would take it from a potentially substantial business risk down to a small risk that the company doesn't have to worry about compromising the business as a whole.
Related requests:
VSTA-I-1934
SM-I-305
VACCTG-I-270
PM-I-81
During AP Invoice Approval, reviewers will sometimes change the Job and/or Phase assignment of costs, and the Tax Type and Tax Code are set to the default specified in the JC Job Master. However, since there can be multiple Tax Types/Code scenarios per job and vendor, a single default is not reliable. Errors will generate when attempting to post AP until the codes are corrected.
Vista should support dynamic assignment of tax types, depending on the situation. Having a tax code maintenance tab in the Job Master, instead of a single option, would mitigate errors that need manual correction during AP processing. A reasonable approach would be to apply an if/then scenario to apply the correct codes based on several criteria (e.g., tax-emempt, tax basis). Based on the job's setup, the correct code would automatically apply after approval; AP would still have an opportunity to review/change before posting. if desired.