Tax Methods

These fields appear on the Tax Methods page for an MSP organization.
Note:
This page only appears for SysAdmin users. This documentation is informational only.
Section Description
Tax Calculation Methods These settings enable the tax calculation methods for invoice options. Enabling an option makes the method available for all invoice options.
Select from the following:
  • PeopleSoft - Only applicable for Magnit affiliated organizations. Taxes are calculated in the PeopleSoft ERP.
  • Wand - Taxes are calculated in the application, if the tax rates are defined in the application.
  • Manual - Taxes can be manually added to billing items before they are invoiced.
  • None - No taxes are calculated.
Note:
For project engagements, tax calculations now use the engagement's Tax Location field rather than the project location, ensuring accurate results across multi-jurisdiction projects.