Sales and purchase tax
Control which budget lines are taxable and set sensible tax defaults by cost type so tax flows correctly onto the records you send.
Not every line is taxable, so Foreman tracks taxability per line. You decide which budget lines tax applies to, and the tax then carries onto the client records that come out of the budget.
Mark a line taxable or non-taxable
Each budget line has a Taxable column in the Estimating band.
- Open the budget (Projects → a project → the Budget tab).
- In a line's Taxable cell, click to toggle it. A green checkmark means sales tax applies to that line on client records; a dash means it doesn't.
Set taxability defaults by cost type
Rather than toggle every line by hand, set the default once per cost type so new lines start with the right setting.
- From the sidebar, open Catalog and go to the Cost Types tab.
- Edit a cost type and use its Taxable option — "Sales tax on customer invoices" — to set whether lines of that type are taxable by default.
Note
Taxability is the part you manage on the budget. The tax rate itself is applied on the client record (such as an invoice or agreement) where the taxable totals are billed — so the budget decides what is taxed and the record applies how much.