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How can I use tax codes on a Procore project?

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 Note
flag-australia.png The tax code setting is designed for Procore customers in Australia, New Zealand or Canada. However, it is available to all Procore customers. 

Answer

Yes. You can add tax code fields on the Prime Contract, Commitments and Change Orders tools.

Background

Some construction companies may want to identify taxed amounts for schedule of value line items on prime contracts, commitments and change orders. In Procore, you can set up a tax code, which is a percentage of the amount on a Schedule of Values (SOV) line item. Tax on a contract, change order and invoice is calculated by referencing the tax code applied to each line item. The total tax amount is a sum of tax applicable for all line items on the financial document, including markup.

Tax code fields appear in the schedule of values for prime contracts, commitments and change orders. They also appear on the PDF forms that are generated for prime contracts, commitments and change orders. You can also see the total tax amount on these PDF forms, broken out from the grand total. You can set up multiple tax codes that can be used for different tax rates per tax code.

Invoice PDFs also reflect the tax. The Summary page of the PDF will add:

  • Tax applicable to this payment
  • Current payment due including tax

In Procore, you create tax codes and apply them to line items using the Change Orders, Commitments and Prime Contract tools.

Things to Consider

  • Required User Permissions:
    • To set up this feature on your company's Procore account, 'Admin' permission on the Company Admin tool.
    • To set up this feature on a project, 'Admin' permission on the Project Admin tool.
  • Additional Information:
    • Enabling the tax codes feature in the Company Admin tool makes the feature available on all of your company's Procore projects. By default, tax codes are disabled on projects. 
    • To enable the feature on a per-project basis, see Update General Project Information.
    • The tax amount and rate will not appear on the contract or change order SOV within Procore (only on the PDF).
    • The Grand Total amount on the contract or change order SOV within Procore will exclude the tax.
    • If you want to display Goods & Services Tax (GST) or Value-Added Tax (VAT) as a budget line item and to make it visible in a custom PDF, but not add tax fields throughout Procore, see Add Tax to a Budget.
  • Limitations:
    • You can create one (1) tax type. Multiple tax types are NOT permitted. 
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  
    • Integration by Procore: Viewpoint® Spectrum®
      • The connector does not currently support syncing tax codes or groups. 
    • Integration by Ryvit: Viewpoint® Vista™
      • The connector does not currently support syncing tax codes or groups. 
    • QuickBooks®
      • The connector does not currently support syncing tax codes or groups. 
    • Sage 100 Contractor®
      • The connector does not currently support syncing tax codes or groups. 
    • Coming Soon Sage 300 CRE®

 

Tax Code Workflow

  1. Enable the tax codes feature at the company level and set up the tax type and tax codes. See Configure Tax Code Settings.
  2. Enable tax codes on the Procore project's Admin tool by updating the Use Tax Codes setting. See Update General Project Information.
  3. When updating Schedule of Values (SOV) on a change order, commitment or the prime contract, select the appropriate tax code from the Use Tax Codes dropdown list. For details, see:
  4. Export the change order to the PDF file format: