Manage Global Tax Settings

Have tax management permissions.

Your program team might want to enable and configure global taxes for a few reasons:

To avoid the need for a separate tax solution to manage taxes after invoicing.

To complete invoices.

To see your total spend in reports.

From the header, select

Company Settings

From the

Accounting

section, click

Manage Taxes

If you haven’t configured taxes, you see a message indicating that Taxes are not being managed in VNDLY.
Click

Go To Tax Configuration

to continue with this process.

Click the

Cog

icon near the top right of the page.

As you complete the

Tax Configuration

page, consider:

Option	Description
Tax rates will be managed by	Enables the program to decide who is responsible for managing tax rates on the supplier amount in VNDLY: MSP Team/Program Team Vendor The team selected is responsible for verifying that tax rates match their needs. If Vendor is selected to manage taxes, the MSP/Program team only sees Tax Configuration , except for programs that manage MSP fee taxes on individual work sites.
I want taxes on the MSP program fee	Determines how taxes are calculated on MSP program fees. You can select from these options: to not be taxed - Taxes aren’t calculated on the MSP program fee for any transactions in VNDLY. to be managed at each work site individually - Enables the program team to enter tax rates directly on the work site in Manage Taxes settings. This option enables programs to configure MSP fee taxes on the work site even when the supplier amount taxes are managed by vendors. to be set by a default tax rate - Enables the program to set a single, default tax rate for MSP fee taxes. You’re prompted to select a Country of default tax rate to gain access and fill out the appropriate tax fields. to match the tax rate of the supplier amount - The MSP fee taxes use the same rate used for the supplier amount on all taxable transactions.
Enable Canada Regulation 105 Tax	Reserves 15% automatically for work orders where the vendor is headquartered in the United States and the client work site is located in Canada.
Allow tax overrides on individual work orders	For the entity responsible for tax management, either program team or vendor, the ability to override taxes displays for that specific work order.