You can set up defaults to streamline the calculation of taxes in various service activities. If you carefully plan the defaults for consistency, users should not need to do much editing. The system simply calculates taxes as part of the billing process.

Only items defined with Item Master Maintenance (1.4.1) can be consumed in the service of a call. Assign a taxable status and tax code to these items. Tax data initially defaults from the item’s product line.

Use Service Category Maintenance (11.21.9) to associate tax status and tax codes with labor and expense service categories. Since the labor and expense service category is the equivalent of an item, this provides functionality similar to the tax defaults in Item Master Maintenance. The system uses the taxable status and tax class associated with the service category as the default for labor and expense usage records for taxable call lines in Call Invoice Recording.

See Service Categories.