[JB] How to add tax to a JB Progress Invoice that has already been interfaced

Adding Tax to Existing Job Billing Bills

Changes made in the JC Contract Master only affect new bills. To apply a tax code to an existing bill that has already been interfaced, you must update the bill directly in JB Progress Billing.

Steps:

1. Open JB Progress Billing and select the bill that requires tax.

2. Navigate to the Item SM/Tax tab.

3. Scroll to the columns for Tax Code, Tax Basis, and Tax Amount.

4. Enter the appropriate Tax Code and Tax Basis. The Tax Basis should match the “This Bill WC Amount” for the corresponding item on the Items tab.

5. Tab out of the fields; the system will automatically calculate the Tax Amount.

Note: Updating tax information will place the bill in Change status. The bill must be re-interfaced using JB Interface to reflect the updates.