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Add a Default Tax Item to a Task

If you subtotal invoices by tax or use the line item rate tax invoice style, you can configure BigTime to automatically apply tax rates to tasks on those invoices. You can set this up by applying a default tax rate to each of your tasks. Follow the steps below to add a default tax item to a task. 

1. Navigate to MY COMPANY…PROJECT LIST and open the TASKS tab for your project.

2. Open your chosen task’s settings by clicking on its hyperlinked name. 

3. A pop-up window will appear with all your task configuration options. Navigate to the ACCOUNTING tab and find the TAX ITEM field. 

4. Clicking on the GRAY ARROW on the right side of this field will open a picklist with your tax item options. Select the option you’d like to make your task’s default tax rate.

Then, click the blue SAVE button at the bottom of this window.

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