Display tax rate and amounts within Procore, not only on PDFs
With the new tax rate feature, the tax amount or rate does not show up subcontract or change order SOV with Procore. It appears only on the PDF that is produced -- usually for subcontractors. In addition, the Grand Total amount on the subcontract or change order SOV will exclude the tax. For more details, see Procore’s documentation: https://support.procore.com/faq/how-can-i-use-tax-codes-on-a-project
This approach is a recipe for overbilling subcontractors and other accounting challenges in the United States. I understand from Procore Customer Success that these tax features were designed for their Australian and New Zealand clients where the tax is applied to all transactions. There should be more visibility to these taxes for the project manager to monitor and audit. Typically, the PDFs go to the subcontractor via email before the project manager can see that the taxes been applied. This can lead to double taxation and is a significant problem, given Procore’s decision on user interface design (see link above for details.) I STRONGLY urge Procore to change the interface and make these taxes more visible before they are sent to subcontractors.
Thanks for the feedback! Our team will review your suggestion and I will update this ticket if we proceed.
Josh Pottinger commented
I think is much needed. Please implement
Nicholas Paradis commented
less confusion, please
Marty Sievertson commented
please fix to avoid confusion
Casey French commented
confusing needs changed
Russ Berg commented
Continuity and visibility, please.
Brandon Keller commented
incredibly confusing, fix this!
Cindy Alvira commented
I also " STRONGLY urge Procore to change the interface and make these taxes more visible before they are sent to subcontractors."