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We have some vendors that we buy some stuff for jobs (a mix of taxable and tax exempt projects) and we also purchase some stuff for our fabrication shop (where we would be the end user and would need to accrue use tax)….problem is, with these vendors, we must accrue ourselves to be able to set the job (either taxable or tax exempt) to be able to default if use tax should be included or not, but the when we buy items for our shop, if the AP clerk does not manually enter the use tax code which would allow the use tax to accrue for those items where we are the end user, then there doesn’t appear to be a way to review the invoices for items that we purchased that did not have a use tax code associated with them…basically, leaving this responsibility up to the AP clerk versus the higher level employee who would review the use tax report for accuracy. Another way to manage vendors that we purchase direct and indirect expenses from would be to have the vendor tax us in all occasions and to send tax exempt certificates to them for the taxable projects, but we’ve found in the past that this way is even more difficult to have done accurately and it would be more time consuming.

Ideally, there is an easy way to manipulate the existing use tax report to include all invoices (even the ones that do not have a use tax code associated with them) so that when we must accrue use tax for indirect expense or asset purchases, we could review those invoices as well to ensure that they have the correct tax either paid to the vendor or accrued via use tax that would be manually entered by our AP clerk.  If the AP person does manually enter a use tax code, these invoices do show, but if they forget to enter the code...the reviewer has no way of knowing as those invoices do not show on the use tax report.