Taxable Install Items

SedonaOffice automatically handles tax calculations for AIA billing applications:

1. Marking items as taxable:

• When creating install items, mark them as taxable if applicable.
• Set the appropriate tax rate or tax code.
• The scheduled value should be the pre-tax amount.

2. Tax calculation on the Continuation Sheet form:

• For taxable items, tax is automatically calculated.
• Tax is added to the scheduled value.
• The Continuation Sheet form displays the tax-inclusive amounts.

3. Tax on current period work:

• When you enter work completed this period (Column E), tax is calculated on that amount.
• Tax is proportional to the percentage of work completed.
• Running tax totals are maintained.