{"id":3389,"date":"2024-07-15T10:03:35","date_gmt":"2024-07-15T00:33:35","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=3389"},"modified":"2024-07-15T10:55:38","modified_gmt":"2024-07-15T01:25:38","slug":"configuring-tax-calculation-type-exclusive-inclusive-excluding-us-instances","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/configuring-tax-calculation-type-exclusive-inclusive-excluding-us-instances\/","title":{"rendered":"Configuring Default QBO Retention Tax Code &#8211; Excluding US Instance"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p>This document guides users on set the QBO Retention Tax Code in OneCore. The retention tax code will be applied when creating a commitment claim.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Preconditon<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-consolidate-the-retention-line-item-in-commitment-claim\/\"><strong><u>Enable consolidation of retention line item in commitment claim<\/u><\/strong><\/a><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Tutorial<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to OneCore QBO Portal, Go to Direct Costs &gt; General Settings<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"240\" height=\"104\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/07\/Tax-GeneralSettings.png\" alt=\"\" class=\"wp-image-3390\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/Tax-GeneralSettings.png 240w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/Tax-GeneralSettings-50x22.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/Tax-GeneralSettings-60x26.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/Tax-GeneralSettings-100x43.png 100w\" sizes=\"auto, (max-width: 240px) 100vw, 240px\" \/><\/figure>\n\n\n\n<p>2. In Default QBO Retention Tax Code, set the tax code.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"486\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/07\/default-qbo-retention-tax-code-1024x486.png\" alt=\"\" class=\"wp-image-3403\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/default-qbo-retention-tax-code-1024x486.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/default-qbo-retention-tax-code-300x142.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/default-qbo-retention-tax-code-768x365.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/default-qbo-retention-tax-code-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/default-qbo-retention-tax-code-1536x729.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/default-qbo-retention-tax-code-60x28.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/default-qbo-retention-tax-code-100x47.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/default-qbo-retention-tax-code.png 1917w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. Click <strong>Save<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"485\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/07\/save-tax-default-retention-cost-code-1024x485.png\" alt=\"\" class=\"wp-image-3405\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/save-tax-default-retention-cost-code-1024x485.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/save-tax-default-retention-cost-code-300x142.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/save-tax-default-retention-cost-code-768x364.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/save-tax-default-retention-cost-code-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/save-tax-default-retention-cost-code-1536x727.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/save-tax-default-retention-cost-code-60x28.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/save-tax-default-retention-cost-code-100x47.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/07\/save-tax-default-retention-cost-code.png 1913w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview This document guides users on set the QBO Retention Tax Code in OneCore. The retention tax code will be applied when creating a commitment claim. Preconditon Tutorial 2. In Default QBO Retention Tax Code, set the tax code. 3. Click Save.<\/p>\n","protected":false},"author":15,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[71,72,67,66],"ht-kb-tag":[103,100,64,101,102,104],"class_list":["post-3389","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-qbo","ht_kb_category-transaction-direct-costs-qbo","ht_kb_category-faq-qbo","ht_kb_category-mapping-in-onecore-qbo","ht_kb_tag-australia","ht_kb_tag-canada","ht_kb_tag-qbo","ht_kb_tag-tax","ht_kb_tag-tax-calculation-type","ht_kb_tag-uk"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3389","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=3389"}],"version-history":[{"count":3,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3389\/revisions"}],"predecessor-version":[{"id":3423,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3389\/revisions\/3423"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=3389"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=3389"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=3389"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}