Comment puis-je utiliser les codes fiscaux dans un projet Procore ?

You can apply tax codes to line items on a Ventilation des coûts using the Change Orders, Client Contracts, Commitments, Funding, and Prime Contracts tools.

In Procore's Project Financials tools, you can set up one or more tax codes in Procore's Company Admin tool. This provides your Project Financials users with the ability to apply a specific tax to line items on a Ventilation des coûts. To turn this feature ON in your company's Procore account, your company's Administrateur Procore uses the steps below.

After creating your company's tax codes, project users can apply the code to the SOV line items on a contract, funding, change order, and invoice. To calculate the tax amount, Procore applies the tax code to the line item amount, including financial markup, to determine the tax amount. Procore then adds the tax amounts from each line item to determine an unrounded sum and then rounds that sum to determine the total tax amount.

Tax code fields appear in the schedule of values and on PDF forms. You can also see the total tax amount on these PDF forms, broken out from the grand total. In addition, you can set up multiple tax codes that can be applied to line items that require different tax rates.

Invoice PDFs also reflect the tax. The Summary page of the PDF will add:

• Tax applicable to this payment

• Current payment due including tax

• Required User Permissions:

  • To set up this feature on your company's Procore account, 'Admin' permission on the Company Admin tool.

  • To set up this feature on a project, 'Admin' permission on the Project Admin tool.

• Additional Information:

  • Enabling the tax codes feature in the Company Admin tool makes the feature available on all of your company's Procore projects. By default, tax codes are disabled on projects.

  • To enable the feature on a per-project basis, see Update General Project Information.

  • The tax amount and rate will not appear on the contract or change order SOV within Procore (only on the PDF).

  • The Grand Total amount on the contract or change order SOV within Procore will exclude the tax.

  • Taxes are applied to markups on taxable line items. Tax on markups is included in the total tax amount.

  • If you are a Procore client who wants to display Goods & Services Tax (GST) or Value-Added Tax (VAT) as a budget line item and to make it visible in a custom PDF, but not add tax fields throughout Procore, see Add a Goods & Services Tax (GST) to a Budget.

• Limitations:

  • You can create one (1) tax type. Multiple tax types are NOT permitted.

• Pour les entreprises utilisant l’outil Intégrations ERP : Afficher/Masquer

  • Toutes les intégrations ERP ne prennent pas en charge la synchronisation des groupes ou des codes fiscaux. Des considérations, des limitations ou des exigences supplémentaires peuvent s’appliquer en fonction du système ERP auquel votre compte est intégré. Voir Choses à savoir sur votre intégration ERP pour plus de détails.

The steps below describe the workflow for Procore's tax code feature:

1. Configure Tax Codes for Your Company's Procore Account
   A Administrateur Procore enables the tax code feature and sets up your codes in the Company Admin tool. See Configure Tax Code Settings.

2. Configure the 'Use Tax Codes' Setting on a Procore Project
   A Project Administrator updates the Use Tax Codes setting in the Project Admin tool. See Update General Project Information.

3. Apply Tax Codes to a Line Item on a Schedule of Values
   A user with permission to create or edit the corresponding item in one of the supported Project Financials tools can then apply a tax code to a Schedule of Values line item using the 'Use Tax Codes' drop-down list. To learn more, see the appropriate tutorial in the table below.

    Note

   Pour les clients des États-Unis utilisant un dictionnaire de point de vue, voir Quels noms d’outils et termes sont différents dans Procore pour les entreprises générales, les maîtres d’ouvrage et les entreprises spécialisées ?

Procore tools supporting tax codes

4. Export Items to PDF
Keep in mind that, once applied, the tax amount and rate are NOT visible on SOVs in Procore. Instead, you can view them only when exported to PDF. To learn how to perform an export, see the appropriate tutorial in the table below.

Procore Tools Supporting Tax Code Exports

¹The tax codes appear in the PDF. They are also applied to the PDF as follows: The 'Subtotal' (does NOT include tax), the 'Total Tax' (shows the sum of all the tax amounts in the 'Tax Code' column), and the 'Grand Total' (includes tax).

² The 'Summary' page of an invoice PDF also shows the tax applicable to this payment and the current payment due includes tax.