Special Tax Code Bookmarks for Contract Admin and Procurement Transactions

Default report templates for Contract Admin and Procurement features will typically show tax rolled up into one value even though multiple tax codes may be referenced on a transaction. If an itemized breakdown of tax codes and their corresponding values need to be shown on the report, please follow the guidelines below to add these special tax bookmarks. This is certainly applicable to Canadian contractors who need to show GST and PST separately.

Tax Code Example

• Group Tax Code: QST
• Group Tax Code Components: GST and PST

Additional Bookmarks Available:

• Tax_GST
• Tax_PST

Example Template with these Bookmarks:

Report Templates with GST and PST Broken Out

• Canada - Contract Admin and Procurement Templates With GST and PST Broken Out (Zip Download)

Applicable Financial Transactions

• Prime Contract
• Change Proposal Request (CPR)
• Change Order (CO)
• Prime Contract Invoice
• POs
• Bills
• Subcontract
• Subcontract Change Order (SCO)
• Subcontract Invoice