Add checkbox for 'Taxable' to Labor Types
in progress
E
Eric Kalpakoff
We have been dealing with some human error issues when setting up the project. We will look up project taxes based on the site address and it will typically apply the sales tax rate to both equipment and labor. But most of the labor we sell is non-taxable where we are located. However, it keeps occurring where either we don't catch that we didn't unassign the labor tax or someone inadvertently adds it later.
Additionally, there isn't a great way to notice this since the only places this would reveal itself are 1) a manual sales tax calculation on items reveals the sales tax is higher than it should be or 2) open the items and go to the price tab and click view to see the calculated sales tax on the total price of the item or 3) manually open the project tax settings to see if labor has sales tax.
Since labor items have the ability to choose whether or not the labor is taxable, we should also be able to do this per labor type.
Last, please add a labor tax line on the built-in Project Summary so we can see a non-zero value here easily and catch these mistakes before they are sent to the customer.
Seth
in progress
Planned for v24 release. You will be able to mark Labor Types as Taxable or not when tax setting "Taxes are the same for all taxable products and labor items" is true, or set a specific tax for Labor Types if you have tax setting "Taxes are set on each product and labor item" set to true.