Sync new tax codes added in Sage automatically into Procore
In Texas we have to have a Texas Sales and Use Tax Permit per location so every job we do we must apply for said permit. The tax is then reported by location to the state. This is why we create a new tax group per job in TX.
We also build nationwide, so if we have not worked in a city/county, we have to create a new tax group/rate for that city/county. If a tax rate changes, we have to create new ones b/c if we revise them in Sage it messes up old jobs.
In other words, we create new tax groups often, and it would be nice that we had of way of syncing them to procore without having to email and wait.
Thanks for the feedback! Our team will review your suggestion and I will update this ticket if we proceed.
Stella M. Britt commented
It is very cumbersome to have to email to sync a tax code. Please add this to development for 2020.