We use Tax Areas and Tax Jurisdictions, on Jobs themselves. Tax has to be based on the exact location of the work…we have customers with billing addresses different then the job address, and some customers with multiple jobs, so the tax is not Customer-based…

For any given job, some items and services may be taxable, others not. It depends on the local and state tax law, and some other rule. For example, rental construction equipment may be taxable in one state, and not another…

We have figured out how to mark a whole Job taxable or not, using the Tax Area and Tax Liable flag on the Job’s Ship-To Address. A customization carries this over to invoices posted from the job. But we still need to determine the Tax Group Code per Job Planning Line, and – equally as useful – the Job Task.

So, the wish-list request to Microsoft is: Add ability to be able to set the Tax Group Code on Job Tasks and Job Planning Lines (minimally, Planning Lines). The setting on the Job Task would be the default for new Planning Lines, where it could be overridden.