Updating Taxes in Advantage

How to: Update taxes in Advantage after adding or crediting sales tax from a project or cost group in invoicing. 

Environment: Comsense Advantage

Purpose: You must update the taxes after crediting either a change order or miscellaneous item (to add the applicable taxes on the re-invoice) or the total tax amount (to match the project pricing in advantage with the invoice).

In this article:

Accessing Pricing 

In the Advantage left-hand Navigation menu:

Advantage > Detailing > Pricing

Click image to enlarge
Advantage Navigation menu showing where to access Detailing and the Pricing window.
Image 1: Advantage Left-Hand Navigation Menu

Opening Your Project

In the Pricing window:

  1. Search your project by either:
    1. Project code
      • Enter project code and Press Tab
    2. Project Search window
      • Click Open and Search your project

In the Change Order List window:

  1. Select the appropriate original project
  2. Click OK
    • The Price Book Selection window will open 
  3. Click OK
    • The Pricing & Contract for Detailing Project window will load

You are now ready to add or remove sales taxes from your project or cost groups. 

Adding Taxes

You can add sales tax individual cost groups or the entire project.

Individual Cost Group

Removing Tax Exemptions

If your cost group does not have taxes because you chose to exempt the taxes, you must remove the tax exemption. 

In the Pricing & Contract for Detailing toolbar: 

  1. Click icon
    • The Project and Cost Group Tax Exempt / On Cost window will open
  2. Uncheck the default checkbox 
  3. Find the appropriate cost group(s) to remove tax exemption

Under the Select column:

  1. Uncheck the checkbox
  2. Click Save
Click image to enlarge
Project and Cost Group Tax Exempt on Cost window showing where to deselect tax-exemptions for individual cost groups.
Image 3: Tax Exempt Checkboxes for Individual Cost Groups

Your cost group(s) are no longer tax-exempt.

Entire Project

Removing Tax Exemptions

If your entire project does not have taxes, you can remove the tax exemptions in the Pricing & Contract for Detailing window.

In the bottom pane:

  1. Find the appropriate tax code
  2. Uncheck the checkbox under the Exempt column
Click image to enlarge
Pricing and contracting for detailing window showing the unchecked exempt checkbox.
Image 4: Tax Exempt Checkbox for Entire Project
  1. Click Save
    • The Tax Exempt column does not update before saving

Your project is no longer tax-exempt.

Adding New Tax Code

If your project or cost group does not have taxes because you did not add the appropriate tax code, you need to add a new tax code. 

In the bottom pane of the Pricing & Contract for Detailing window:

  1. Right-click the bottom pane
  2. Click Edit Project Taxes
    • The Project Change Order Tax Review window will open
Click image to enlarge
Pricing and Contract window showing the location of the Edit Project Taxes menu item.
Image 5: Tax Code Right-Click Menu

In the top pane of the Project Change Order Tax Review window:

  1. Right-click
  2. Click Add
    • The Tax Code Selection window will open
  3. Select the appropriate tax code 
  4. Click Add
Click image to enlarge
Tax code selection window showing the location of the list of tax codes and add button
Image 6: Tax Code Selection Window
  1. Click OK
    • The Tax Code Selection window will close
  2. Click OK
    • The new tax code will appear in the bottom pane of the Pricing & Contract Detailing window
Click image to enlarge
Pricing and contract window showing the location of the new tax code.
Image 7: New Tax Code Example
  1. Click Save

Your project now has the appropriate tax code. 

Removing Taxes

Individual Cost Groups

If the tax exemption does not apply to the entire project, remove taxes by individual cost group. 

In the top toolbar:

  1. Click % Icon
    • The Project and Cost Group Tax Exempt / On Cost window will open
Click image to enlarge
Pricing toolbar showing where to find the Project and Cost Group Tax Exempt / On Cost window.
Image 8: Pricing & Contract for Detailing Toolbar

In the bottom-right pane of the Tax Exempt tab:

  1. Find your cost group(s)
  2. Check the checkbox(es) under the Select column

To exempt tax for the cost group(s) on all future change orders:

  1. Check the checkbox under the Default column in the top pane
  2. Click OK
  3. Click Save

Your cost groups are now tax-exempt.

You can double-check the tax is exempt by reviewing the far-right Tax Exempt column in the Project Pricing Tab of the Pricing & Contract for Detailing Project window.

Click image to enlarge
Pricing and Contract for Detailing window showing the column that confirms your item is tax-exempt
Image 9: Tax Exempt Column

*Note: The Tax Exempt column may be hidden. View the column by dragging a different column header left.

Entire Project 

In the bottom pane of the Pricing & Contract for Detailing window:

  1. Find the appropriate tax code

Under the Exempt column:

  1. Check the checkbox
Click image to enlarge
Pricing and Contract for Detailing window showing the checkbox to exempt an entire project from a tax code.
Image 10: Tax Exempt Checkbox for Entire Project

If you want to exempt the tax from any future change orders by default:

  1. Check the box under C/O Exempt Default
  2. Click Save
    • The Tax Exempt column does not update before saving

Your entire project is now tax-exempt.

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