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Remove Sales Tax From Estimate

Does anyone know of any way to block the sales tax off of estimates without blocking it off of the billing? According to the C&P Help Desk the only way is to take the sales tax off of the tasks, complete the estimate and then put it back before billing. This could result in a tracking nightmare, especially with the department of revenue just waiting for us to make a mistake. Thanks.

Bennie Jones
Corporate Controller
ROCKETT BURKHEAD & WINSLOW Advertising, Marketing & Public Relations
www.rbw-advertising.com

I'm not aware of any way at the job level, but a simpler method might be to take the tax off in the CLIENT file, but leave the individual tasks taxable. Then it's only one change back & forth.

Roxanne Cowan

Since both the AE and the client want to know what the sales tax hit is, particularly on collateral jobs, we usually include sales tax in both our estimates and billing. However, I usually (for a variety of reasons) wind up changing the sales tax settings when it gets to billing. Most of the time, I can change the setting on the task when I invoice. Just complete the invoice, save it, and then before posting, go back and double click on the task and change the setting. For some reason C&P can't explain to me, this doesn't work on jobs that I have estimated time on. I have to go back to those particular jobs and change the sales tax setting on the task on the job. Which is a true pain. Hope this helps.

Mary McMurtrey

In Pro 4.x you can create the bill, then double-click each line and turn off the checkbox for sales tax. This should affect the bill only, not the task on the job ticket. Were you referring to doing it at bill level or back at the job level?

The problem with this approach on an estimate bill is that the estimate is considered a sale, so when the final portion of the job is billed there won't be any catch-up tax on the first portion.

The other option we use is an advance bill. These are not considered sales so, if memory serves, do not charge tax. At the end of the project you bill 100%, it's fully taxed, and the advance is applied against the amount due. We've used this solution in similar circumstances, with a description for the bill than calls it an estimate and says "see attached estimate" or similar wording.

Brent A. Byrd Chief Financial Officer Point Zero, Inc.

We prefer to leave the sales tax off of the tasks until billing time. We do this because some of our clients are non-taxable. Some of the jobs we do are not taxable (in OHIO). That way, we control when a task is taxed. We don't have to remember to take the sales tax off before billing.

When an estimate is done, you could simply say plus applicable sales tax.

Deanna Cummins

I've been using C&P for 6 years and I have to take it off manually at estimate stage and add it back in at invoice stage. I have the estimate tasks set up to not include tax by default (easier for the AE's) then I have just gotten into the habit of checking every task when billing and "clicking" the tax box. I have to look at every task when doing an invoice anyway, so its not that bad. Before I post an invoice I always double check every task to make sure the tax box is clicked.

Liz Love Consumer Strategies Group inc

I'm new to the user group- but am so excited to be able exchange ideas with everyone! I've been using I&P foI about 2 years, and still have so much to learn. So my first question at hand is- does anyone use the profit center function? My company (marketing communications) has recently merged with a printer and I'm trying to convince the new partners to switch to clients and profits and run each division as a profit center. I've suggested it, but I'm not really sure how to implement it.

Any suggestions would be greatly appreciated,

Karen Duarte Giacobbe Communications Operations Manager