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Procore

Configure Tax Code Settings

Objective

To enable the tax codes feature at the company level and to configure the settings for this feature. You will set the tax type and configure one or more tax codes.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool
  • Additional Information:
    • Enabling the tax codes feature at the company level will make this feature available to all projects, although by default it is disabled for all projects.
    • You can then enable the feature at the project level on a per-project basis. See "Add or Edit General Project Information" in the See Also section below.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under Tool Settings,  click Tax Codes.
  3. Enable the Tax Codes Feature
  4. Set the Tax Type
  5. Configure a Tax Code

Enable the Tax Codes Feature

  1. In the "Tax Code Settings" section, mark the Use Tax Codes check box.
  2. Click Save.

tax-code-setup.png

Set the Tax Type

  1. In the "Tax Type" section, set the tax type by doing the following:
    • Name. Enter the name of the tax type (ex. GST, VAT). This will be the name of the tax type column that appears in the Tax Codes section of this page.
    • Description. Enter a descriptive name for the tax type. Typically, the name of the tax type will be abbreviated, so the description field lets you provide more information about the tax type.
  2. Click the Add button add-button.png next to the line item to save the tax type.
  3. If you want to delete the tax type, click the red X button red-x.png next to the tax type line item.

Note: You can only set one tax type.

Configure a Tax Code

  1. In the "Tax Codes" section, configure a tax code by doing the following:
    • Code. Enter the name of the tax code. This will be the name of the tax code as it appears in the Tax Code field on prime contracts, commitments, and change orders.
    • Description. Enter a descriptive name for the tax code. Typically, the name of the tax code will be abbreviated, so the description field lets you provide more information about the tax code.
    • [Tax Type]. The name of this field matches the name you assigned to the tax type. Enter a number in this field, which will be the percentage rate used for this tax code.
    • Default. Mark this check box to set it as the default tax code. This tax code will be selected by default in the Tax Code field on prime contracts, commitments, and change orders.
  2. Click the Add button add-button.png next to the line item to save the tax code.
  3. If you want to delete a tax code, click the red X button red-x.png next to the tax code line item. You cannot delete tax codes that are currently assigned to a contract or change order line item.

See Also

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