Expense entries include taxes by default

User is trying to make an expense entry, but does not want the tax to be included in it. CORE is adding the taxes by default.

This can happen when the expense item used in the expense entry has a tax rate assigned to it in the Expense Items screen (Tax 1/2/3). These taxes are automatically brought forward in the Expense Entries screen. So you need to remove the taxes in the Expense Items screen to exclude them from the expense entry. To do so, follow these steps:

  1. In the Expense Items screen, click on More > Show/Hide Columns > Tax1/Tax2/Tax3.
  2. Identify the item for which you want to remove taxes and clear the Tax1/Tax2/Tax3 columns for it.
  3. Click Done to save the changes.

Note: If you are using a fee schedule on the project for which you are making the expense entry, you also need to make sure that you have not assigned taxes on the expense item in the Fee Schedules screen. Check CORE Help Center for details.

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