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Customer:Job Form – Tax Info Tab

By |2021-08-25T08:54:40-05:00August 19th, 2021|0 Comments
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Introduction

The Customer:Job Form – Tax Info Tab is used to store a variety of tax information regarding the customer.

Form Access

  • From the main menu, click Customers | New Customer:Job, or
New Customer:Job File Path

New Customer:Job File Path

  • From the toolbar, click the New Customer:Job button.
New Customer:Job Toolbar

New Customer:Job Toolbar

Customer:Job Form – Tax Info Tab – Field & Button Definitions

Customer:Job - Tax Info

Customer:Job – Tax Info

  • Sales Tax Information – 
    • Tax Code – Select from the drop-down menu the sales tax code that applies to the customer. You may also create a new tax code, if the tax code you need is not in the list. Click on the hand icon to the right of the Tax Code field and Add a Tax Code. Is the customer taxable or non-taxable?
    • Tax Item – Select from the drop down menu the tax item that applies to the customer. You may also create a new tax item, if the tax item you need is not in the list. Click on the hand icon to the right of the Tax Item field and Add a Tax Item).
    • Resale # – Enter the customer’s resale number, if you do not charge the customer sales tax. When a person gives you a resale number, they are asking not to pay sales tax because they plan to resell the item, collect tax, and forward that collected sales tax to the proper authorities. This is the number issued by their local sales tax authority. You don’t have to use this field.
  • B to B Demographics –
    • Primary SIC/NAISC – Select from Industry Code is provided. Or add a new one and select if it is SIC or NAISC.
    • Secondary SIC/NAISC – Select from Industry Code is provided. Or add a new one and select if it is SIC or NAISC.
    • Number of Employees – Enter the number of employees.
    • Year Started – Enter the year started.
  • Taxes to allocate to the Customer:Job

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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