Applying Taxes to Sales Contracts

 

When a Sales Contract is created and the Agency is selected the Agency may have associated Taxes with it.*

*Taxes are defined through the “Tax Definitions” screen and associated with an Agency or Advertiser. For more information on setting up and associating Taxes see the “Tax Definitions” section

Steps:

From the Sales menu, select Sales Contract, Sales Contract Entry/Editing

 

When entering/editing a Sales Contract if the Advertiser or Agency has taxes associated with it, these taxes will appear in the upper right hand side of the Sales Contract Entry screen. The taxes associated with the client will be displayed and can be selected or deselected for the Sales Contract. If you need to apply taxes after the contract has been invoiced, you must use the Header Change button in order to affect the invoice that has been generated.  Please note that if previous invoices generated for the contract did not have taxes applied, using the Header Change button will also affect any past invoices as well.