The Tax Code and Tax Type of a proposal or sale get populated one of three ways:
- The "Proposal For" (aka "bill to") Customer record carries forward certain default settings into the new proposal as long as the Profits > More Detail screen shows "Tax Source = Proposal For". NOTE: This is a default setting that can be changed in the Admin > Defaults > Accounting tab.
- The user can manually enter the "Ship To" (aka "installation site") and manually override the Tax Code and Tax Type in the Profits > More Details area.
- The "Ship To" (aka "installation site") can be set up as a new customer with default Tax Code and Tax Type. Back at the proposal screen, the "Ship To" area is populated by using the Customer dropdown list (not manually entered). On the Profits tab > More Details, the "Tax Source" = "Ship To". This brings the Tax Code and Tax Type associated with that new customer record.
Training-v22b10-20230526CR-KB