Knowify does not currently have a way to mark items as taxable in Fixed Price with AIA contracts. The standard AIA invoice document does not generally include a space for tax, so the Knowify-produced document follows the same guidelines. If you need to include taxes in your AIA contracts/invoices, we recommend one of the following:
- Include taxes in your pricing. If you'd like, you can quote your prices to be inclusive of taxes. The Knowify support team can also include a line in your proposal contracts that says "all prices inclusive of sales tax" as a complementary service
- Create a sales tax line. If you prefer to separate out sales tax, you can also calculate how much it would be and create a separate line in the contract/schedule of values so it can be invoiced partially with each pay application
If you have more questions about this, please email us at firstname.lastname@example.org
Neither of these methods will sync with the tax codes in QuickBooks. If you are using QuickBooks online, taxes should be added in QuickBooks after the fact.
Please sign in to leave a comment.