Job Costing - TEAM Softwarehelp.teamsoftware.com/Resources/PDF/CourseGuides/JobCosting.pdf · • Taxes & Insurance. Use this Type only for the Taxes and Insurance total on the Job

Copyright 2013 TEAM Software, Inc.

Job Costing

WINTEAM

Education Department | TEAM Software [email protected]

March 2014 | Version 2014.03

CONTENTS

Job Costing ............................................................................................................................ 0 Winteam ........................................................................................................................................0

Objectives ............................................................................................................................. 2

Job Cost Report Templates .................................................................................................... 3

Copyright 2013 TEAM Software, Inc. 1 | Page

Format Job Cost Report ..................................................................................................................4

On Screen Job Cost Analysis ................................................................................................... 6 Current Period Dates ............................................................................................................................. 6 Budget Filters ......................................................................................................................................... 6 Print Options .......................................................................................................................................... 7 Tier Template ......................................................................................................................................... 8

On Screen Job Cost Report ..................................................................................................... 9 Detail Buttons ...................................................................................................................................... 10 Navigating ............................................................................................................................................ 10 Grid ...................................................................................................................................................... 10

Job Cost Level 1 Graph ......................................................................................................... 15

Job Cost Analysis Report ...................................................................................................... 16 Available Report Criteria ............................................................................................................... 18

Current Period and YTD ....................................................................................................................... 18

Objectives ........................................................................................................................... 20


Objectives 1. Learn to format your Job Costing Report.

2. Learn how to run the On Screen Job Cost Analysis.

3. Learn to use the drill down features to research expenses and income down to the source

document level.

4. Learn to customize reports to ensure applicable information is available for each level of

management.

5. Review the available report criteria to understand how to best manage your accounts.


Job Cost Report Templates

Click the Lookup down arrow to view and select from the existing records.

Use the Format Description field to view the description of an existing Job Cost report format or define

the description of a new Job Cost Report format.

Use the Labels for Total Levels fields to define descriptions for the Total Levels in the Report Format

Details area of the screen. You may enter up to eight labels for the available Total Levels on the report.

Label 1 corresponds to column 1 of the Total Levels; Label 2 corresponds to column 2, and so on.


In the Report Format Details area, you can select only the Total Level columns that have a

corresponding label. For example, if you enter Labels for Total Levels 1 – 5, the system displays an error

message if you try to check column 6 of the Total Levels.

Reserve Total Level Column 1 as the Revenue or Income column. Labels for Total Levels 1 should contain

an appropriate label. Although this is a credit balance, the figures display in a positive form. The

remaining seven columns display with a negative sign for a credit balance and a positive sign for a debit

balance. Reserve the last column for Gross Margin.

FORMAT JOB COST REPORT

Use the Report Format Details area to enter new Report Format Detail records or view existing records.

Enter the accounts corresponding to Total Level 1 first, Total Level 2 next, and so on. If records are out

of order, use the Re-Sort Details button to organize records in Total Level order. The details are sorted

by Total Level first, and then by the order that you specify using drag and drop and the Insert Row

button. The system attempts to retain this secondary sort order when you click the Re-Sort Details

button.

Use the Insert Row button to insert a new record into the Report Format Details. Click the row that you

want to place the new record above. Click the Insert Row button to place a blank record above the

selected row.

Use the drag and drop feature to move existing records in the Report Format Details.

Use the Re-Sort Details button to sort the Report Format Details records in Total Level order. If you have

added a number of records out of sequence, use this button to reorganize them. When you click the Re-

Sort Details button.the system places all Total Level 1 records together, followed by Total Level 2

records, etc.

Use the Type field to select from the three possible Job Cost Types for this record.

• Account. Use this Type for an Income or Expense Account to include in the report format.

Create a record for each account to be included. Please note that if an account balance is

zero and there is no budget entered, the account will not print on the On Screen Job Cost

Report or on the printed Job Cost report.

• Subtotal. Use this Type to subtotal within a Total Level. The system totals all of the accounts

prior to the Subtotal line within the same Total Level. If more than one Subtotal record

exists, subsequent subtotals add only those accounts entered after the previous Subtotal.

• Taxes & Insurance. Use this Type only for the Taxes and Insurance total on the Job Cost

Report.

Use the Frc checkbox to select General Ledger accounts that you want to force actual dollars to equal

projected budgeted dollars for Partial Month Job Costs. This applies to only those jobs with the On

Partial Month Job Costs, Force Actual to Equal Budgets checkbox selected on the Job Master File screen.


Use GL Number to define the General Ledger account number for this record. If you select Account in

the Type field, you must enter a GL Number. Only Income and Expense accounts are available for

selection, and you cannot specify a GL Number more than once. Type the GL Number in this field, or use

the Find Feature to locate the GL Number.

Use the Description to Print on Report field to define the purpose of this record. If Type is Account, the

Description automatically defaults to the GL account description when you enter the GL Number. You

can modify the description for report purposes without affecting the account title in the General Ledger.

If Type is Subtotal or Taxes and Insurance, you must manually enter a description.

Use the Total Levels checkboxes to organize accounts and subtotals for the report. Select the checkbox

in the Total Levels column that corresponds to this record. Enter the accounts for Level 1 first, Level 2

next, and so on. If necessary, you can use the Re-Sort Details button to organize records in Total Levels

order.

Note: The report prints in order of Total Level with the accounts for each level listed in the order

specified on this screen. The column numbers correspond to the Labels for Total Levels numbers. You

cannot select a Total Level column if it does not have a corresponding Label for Total Level.


On Screen Job Cost Analysis

Current Period Dates

Use the Current Period Dates category to define the beginning and ending dates for the report.

Type the From date in MMDDYY format, or use the Date Control to select a date.

Type the To date in MMDDYY format, or use the Date Control to select a date.

Use the Job Cost Format to select the format to use on the report. The formats available here were

created with the Job Cost Report Templates. Select the desired Job Cost Format.

Use the Job Cost Cycle list to select the job cost cycle for the report. The available options were set up in

the Job Defaults file. Possible Job Cost Cycles are: Fiscal Period, Weekly, Bi-Weekly, and Semi-Monthly.

The Revenue Cut Off Date field displays only if you select a Job Cost Cycle other than Fiscal Period. Enter

the revenue cutoff date for the report. The default value is the Current Period To date. Type the date in

MMDDYY format, or use the Date Control to select a date.

Budget Filters


Use Budget Filters to view Jobs that are over or under budget by the percentage you define. If you select

either option, a second field displays for entry of the percentage.

Use the % Over Budget check box to select to include Jobs that are over budget. The at least field

displays for the entry of the minimum percentage over budget to include on the report.

Use the % Under Budget check box to select to include Jobs that are under budget. The at least field

displays for the entry of the minimum percentage under budget to include on the report.

Print Options

Use the Print Hours on Report check box to display the hours on the report.

Use the Print Actuals Only on Report check box to display actual totals and not budgets amounts. Once

you select the Print Actuals Only check box, two additional fields display.

The Overhead % allows you to enter an overhead cost for each Job. Some companies add indirect

expenses to this report as Overhead. If a percentage is entered, the system calculates and adds a

column on the report called Allocated Overhead, as well as Net Profit information. The Allocated

Overhead prints to the left of the Net Profit $ column. You will then choose what you want the

Overhead % based on. You may include Revenue, Labor, Tax and Insurance, Materials, and Other Direct

Costs. Select each one you want to include in the Overhead calculation. The total of these categories are

multiplied by the Overhead percentage entered. If a percentage is not entered, this column does not

display on the report, nor will the Net Profit display on the report.

Note: In order for the Overhead % field to display, the Print Actuals Only check box must be selected

AND the Job Cost format you selected does not have more than 5 total levels used. Five is the maximum

number of columns that will allow enough room to print the Allocated Overhead column and the Net

Profit columns.

When using the Overhead %, the detail within Level 5 will print to the left of the Gross Profit % field.

The P/R Tax and Insur % allows you to enter a percentage of payroll taxes and insurance for each Job to

include on the report.


Tier Template

Use the Tier Templates area to define and save customized settings for a report.

To use an existing template, click the arrow select the template from the list, and then click the Load

button.

To create a new template, you can load an existing template, make the necessary modifications, click

the Save button, and define a new template name in the Save As dialog box. Alternatively, you can start

with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click the

Save button. The name of the existing template display in the Save As dialog box. Click OK.

Select the Group By Parent Job # check box to group all Sub-Jobs to the Parent Job on your report.

The Print Enterprise Totals check box is available to users who have only one company. Select the Print

Enterprise Totals check box to print company totals on the report.

The Include System Calculated Actual T&I check box is visible if the Taxes and Insurance check box for

Tax Allocation by Job is selected on the Payroll Defaults (Misc tab) screen.

Select this check box to include the system calculated actual tax and insurance dollars. If the Job Cost

format that you are using includes a line using Type, Taxes and Insurance, the actual system calculated

tax and insurance dollars will print.

If this check box is not selected, the On Screen Job Cost Analysis includes only the budgeted system

calculated tax and insurance dollars.

If your Job Cost format is including the G/L Accounts of your Tax Allocation journal, you will not want to

select this check box, as this would overstate your payroll tax and insurance Actuals.

If this check box is NOT selected AND you are using the Tax Allocation program (Pay Defaults - Tax

Allocation by Job is selected), the date entered in the System Calc T&I Cut Off will determine whether or

not any system calculated Actual Tax and Insurance dollars will be picked up on the report.

Select the Include Logo on Report check box to print the company logo on the report. This check box is

selected by default.

Select the Include Report Criteria check box to include a list of the report options selected for this

report. The Report Criteria page includes any ranges specified and each Category/Record selection made

for the report.

Click the Proceed button to generate and display the On Screen Job Cost Report on the Results tab

according to the parameters defined on the current screen.


On Screen Job Cost Report Use the On Screen Job Cost Report to view actual and budget figures for selected Jobs based on the On

Screen Job Cost Selection Form.

For each Job listed, there are three possible levels of information that display*:

1. First Level-Jobs. Jobs display when you access this screen. This level displays grand

totals for each Job.

2. Second Level-Level. The second level totals are based on the Report Total Levels from

the Formatting of the Job Cost Report. The values are the sum of all GL Accounts for

each of the Levels in the Formatting screen.

3. Third Level-Accounts. The third level figures represent the GL Account totals from each

account within each Level from the Formatting of the Job Cost Report.

*For documentation purposes, the descriptions of the three levels are referred to as Job, Level, and

Accounts.


Type a Report Description to identify the report. This description will print above the Report Title.

The Default Company Name for Report is available for Clients using the Multi-Company feature. The

Default Company Name for Report is populated from the Company Setup screen. The list contains all

companies that the User has Rights for. If the User has permission to only one company, then just that

one company will display in the list. If the User has permissions to more than one company, the list will

contain all companies the User has rights to PLUS the default reporting company.

WinTeam will print the correct company name and logo information on any page when it can determine

the company of the page of the report, otherwise the Default Company Name will print. In other words,

as long as the Company level is included somewhere in the Tiered section and is being shown in the

tiered information at the bottom of the page, then that company's Report Name and Logo (if selected)

prints on that page.

If there is not a Company identified in the tier area of the page, then the "Default Company Name for

Reports" is used. The default Company Name and Logo is also used for the Total Enterprise report.

Clicking on a column header re-sorts the Jobs in ascending or descending order according to the

information under the column header.

Detail Buttons

Clicking the detail button on the Job Level (first level) displays a Job Cost Level 1 Graph.

Clicking the detail button on the Report Total Levels (second level) displays the sum of all GL Accounts

for each of the Levels in the Formatting screen.

Clicking the detail button on the Account Level (third level) displays the On Screen Job Cost Transaction

Details screen, which lists the activities posted to the GL Account for the selected time period.

Navigating

If a plus sign (+) displays in front of a description, click on the plus sign to open up the next level of

totals. If a negative sign (-) displays in front of a description, there is no further detail for the selected

description. Clicking the negative sign closes the detail listed below the description.

Grid

The grid displays the Job Number and name (Description) from the Job Master File.


ACTUAL

The Actual $ is the total dollars for the level indicated.

Job. This is the difference between Revenue and Expenses. A positive amount indicates Revenue

exceeds Expenses. A negative amount indicates Expenses exceed Revenue.

Calculation: Revenue – Labor – Material – Other Direct Cost = Actual. Example: Revenue $18,500 - Labor

$13,577 - Material $277 - Other Direct Cost $726 = Actual $3,920

Level. This is the sum of the individual accounts for this level.

Calculation: The sum of all accounts listed below the Level line. Example Service Income $18,000 +

Special Income $500 = Actual $18,500.

Account. This is the amount posted to the specified GL account for the time period selected on the first

screen of the On Screen Job Cost Report. The totals in these accounts make up the Level amount and

the total Job amount.

RATIO

The Actual Ratio is the ratio of Revenue for each of the selected levels.

Job. This is the ratio of Revenue to the Actual Job total.

Calculation: Actual $/Actual Revenue Amount. Example: Actual $3,940/Actual Revenue $18,500 = Ratio

21.30%.

Level. This level shows the ratio of Expenses to total Revenue. The Revenue line will always show a ratio

of 100 percent. The other levels show a ratio of the Actual Level Total to the Revenue Total.

Calculation: Actual $/Revenue. Example: Actual $13,557/Actual Revenue $18,500 = Ratio 73.28%.

Account. This level shows the individual Account to the Revenue amount ratio.

Calculation: Actual $/Revenue. Example: Actual $3,312/Revenue $18,500 = Ratio 17.9%.

BUDGET $

Budget Dollars- This is the total budgeted dollars for the level indicated. The Budget figures are based

on the Daily Budgets for each Job, the budgeted hours entered in Work Scheduling, and the General

Ledger Budgets for each Job.


Job. This is the difference between Budget Revenue total and Budget Expenses total. A positive amount

indicates Budgeted Revenue is greater than Budgeted Expenses. A negative amount indicates Budgeted

Expenses are greater than Budgeted Revenue.

Level. This is the accumulated total of the individual accounts that make up this level.

Calculation: Budget total – Labor – Material – Other Direct Costs = Budget $. Example: Budget total

$18,000 - Labor $12,185 - Material $350 - Other Direct Costs $765 = Budget $4,700.

BUDGET RATIO

Budget Ratio- This is the ratio of Budgeted Expenses to Revenue for the selected level.

Job. This is the ratio of Budgeted Revenue to the Budgeted Job total.

Calculation: Budget $/Budget Revenue. Example: Budget $4,700/Budget Revenue $18,000 = Ratio

26.11%.

Level. This level shows the ratio of Budgeted Expenses to total Budgeted Revenue. The Budget Revenue

will always show a ratio of 100 percent. The other levels will show a ratio of the Budgeted total to the

Budgeted Revenue total.


66.40%.

Account. This level shows the ratio of the individual Budgeted $ to the total Budgeted Revenue.


21.66%.

VARIANCE

Variance- This is the variance between the Actual and Budgeted dollars for each level indicated.

Job. This is the difference between the Actual $ and Budgeted $. A negative variance means the Actual

amount is less than the Budgeted amount or the amount billed was less than the budgeted amount. A

positive variance means the Actual amount is greater than the Budgeted amount or the amount billed is

more than the amount budgeted. (Discrepancies in the Variance are due to rounding errors.)

Calculation: Actual $ - Budget $ = Variance. Example: Actual $3,940 - Budget $4,700 = Variance -$759.

Level. This is the difference between the Actual $ and Budget $. A positive variance means the amount

billed was greater than the amount budgeted. A negative variance means the Actual amount is less than

the Budgeted amount. (Discrepancies in the Variance amount are due to rounding errors.)



Account. This is the difference between the Actual $ and Budget $. A positive variance means actual

expenses were less than budgeted expenses. A negative variance means actual expenses exceeded

budgeted expenses.


VARIANCE %

Variance Percent- This is the difference between Actual Ratio and Budget Ratio for each level indicated.

Job. This is the difference between Actual Ratio and Budget Ratio. A positive variance percent means the

Actual Ratio is greater than Budget Ratio. A negative variance percent means the Actual Ratio is less

than Budget Ratio.

Calculation: Actual Ratio – Budget Ratio = Variance %. Example: Actual Ratio 21.30 - Budget Ratio 26.11

= Variance % -4.81%.

Level. This is the difference between Actual Ratio and Budget Ratio. A positive variance means the

amount billed was greater than the amount budgeted. A negative variance means that the Actual

amount is less than the Budgeted amount.

Calculation: Actual Ratio – Budget Ration = Variance %. Example: Actual Ratio 73.28 - Budget Ratio 67.70

= Variance % -5.58%.

Account. This is the difference between Actual Ratio and Budget Ratio. A positive variance means the

actual expenses were less than budgeted expenses. A negative variance means the actual expenses

exceeded budgeted expenses.

Calculation: Actual Ratio – Budget Ration = Variance %. Example: Actual Ratio 17.90 - Budget Ratio 21.66

= Variance % 3.76%.

OVER/UNDER

Over/Under Percent- The Over/Under percent is calculated by dividing the Variance by the Budget $.

Account. This is the amount budgeted for the GL account for the time period selected on the first screen

of the On Screen Job Cost Report. The totals in these accounts constitute the Level amount and the total

Job amount.

Calculation: Sum of accounts that make up Level line. Example: Service Income $18,000 + Specialty

Income $0 = Actual $18,000.


Job. This ratio shows whether this Job came in over or under budget. A positive value means that the

total Gross Margin for the Job was higher than the budgeted Gross Margin.

Calculation: Variance/Budget $. Example: Variance -759/Budget $4,700 = Over/Under -16.15%.

Level. This ratio shows whether this Level came in over or under budget. A positive number means

Actual Revenue exceeded Budgeted Revenue.

Calculation: Variance/Budget $. Example: Variance -1371/Budget $12,185 = Over/Under -11.25%.

Account. This ratio shows whether this Account came in over or under budget. A positive percent means

Actual Expenses were less than Budgeted Expenses. A 0.00% indicates budgets were set to equal actual

or that the budget was set to match the Job amount. A blank field indicates no calculation was made

because the figures were not available. A 100.00% indicates there are budget numbers, but nothing was

posted to the account.

Calculation: Variance/Budget $. Example: Variance -587/Budget $3,899 = Over/Under 15.04%.

TOTALS

The Totals line contains the overall grand totals for all Jobs selected for the report. These totals

summarize the Jobs listed above.

• Actual $. This is the total gross margin (of each of the selected Jobs).

• Actual Ratio. This is the total Revenue of All Jobs divided by the Actual $.

• Budget. This is the total budgeted gross margin (of each of the selected Jobs).

• Budget Ratio. This is the total Expenses of all Jobs divided by the Budget $.

• Variance. This is the difference between the total Actual $ and the total Budget $.

• Variance Percent. This is the difference between Actual Ratio and Budget Ratio.

• Over/Under. This is the total Variance divided by total Budget.

• Preview button. Click this button to display the On Screen Job Cost Analysis.

• Export button. This button is visible only for CreaTeam users who have set up a Custom

Setting to export tables to CreaTeam.


Job Cost Level 1 Graph Graph Size based on Revenue.

Pie portions based on total level percent of revenue.


Job Cost Analysis Report

Use the Job Cost Format to choose the format for the report. Select from the list of existing formats

which were set up in the Formatting of Job Cost Report area.

Select the Job Cost Cycle for the report. The available options were set up in the Job Defaults. Possible

Job Cost Cycles are: Fiscal Period, Weekly, Bi-Weekly, and Semi-Monthly.

Use the YTD Starts On to select the beginning date for YTD information on the report. The system

defaults this date to the first day of the year entered in the Current Period From date. You may modify

this date.

The Revenue Cut Off Date field displays only if you select a Job Cost Cycle other than Fiscal Period. Use

the Revenue Cut Off Date field to enter the revenue cut off date for the report. The date entered in the

Current Period To date defaults here.

Use the Current Period Dates category to define the beginning and ending dates for the report.

• Type the From date in MMDDYY format, or use the Date Control to select a date.

• Type the To date in MMDDYY format, or use the Date Control to select a date.

Use Budget Filters to display Jobs that are over or under budget by the percentage defined. If you select

either option, a second field displays to enter the percentage.


• Select the % Over Budget to include Jobs that are over budget. The at least field displays to

enter the minimum percentage over budget to include on the report.

• Select the % Under Budget to include Jobs that are under budget. The at least field displays to

enter the minimum percentage under budget to include on the report.

Select an existing Tier Pattern Template and then click Load. For more information, see Using Tier

Pattern Templates in WinTeam Help files.

Select the Group By Parent Job Number checkbox to bring all activity for Sub Jobs into the Parent Job,

instead of printing separate Job Cost Analysis reports for each Job and Sub Job.

The Print Enterprise Totals checkbox is available to users who have more than one company. Select the

Print Enterprise Totals check box to print all-company totals on the report.

The Include System Calculated Actual T&I check box is visible if the Taxes and Insurance check box for

Tax Allocation by Job is selected on the Payroll Defaults (Misc tab) screen.

Select this check box to include the system calculated actual tax and insurance dollars. If the Job Cost

format that you are using includes a line using Type, Taxes and Insurance, the actual system calculated

tax and insurance dollars will print.

If this check box is not selected, the On Screen Job Cost Analysis includes only the budgeted system

calculated tax and insurance dollars.

If your Job Cost format is including the G/L Accounts of your Tax Allocation journal, you will not want to

select this check box, as this would overstate your payroll tax and insurance Actuals.

If this check box is NOT selected AND you are using the Tax Allocation program (Pay Defaults - Tax

Allocation by Job is selected), the date entered in the System Calc T&I Cut Off will determine whether or

not any system calculated Actual Tax and Insurance dollars will be picked up on the report.

Use the Print Over/Under instead of Variance % option to print the Over/Under percentage instead of

the Sales Ratio Variance percentage. This allows you to see how far over or under budget you are for

each particular line item. The normal percentage that prints (when this option is cleared) is the

difference between Actual Sales Ratio and Budgeted Sales Ratio.

Select the Suppress Jobs with No Current Activity option so that only Current Activity displays that is

not equal to $0.00. The default is NOT checked.

Select the Suppress Printing of YTD Hrs Info checkbox if you do not want YTD Hours information to

print.

Select the Include Logo on Report checkbox to print the company logo on the report.

Select the Include Report Criteria to include a list of the report options selected for this report. The

Report Criteria page includes any ranges specified and each Category/Record selection made for the

report.

Click the Preview button to view the report before printing.


Click the Print button to send the report to your default printer.

Click the Export button to export the report to a specified format. Reports may be exported to Adobe

Acrobat (PDF), Excel (97-2003), Comma-Separated Values (CSV), Grid View, and E-mail (available for

non-ASP Clients only).

AVAILABLE REPORT CRITERIA

Current Period and YTD

The Actual column is from the General Ledger Detail File and totaled according to the GL Account

numbers in the Job Cost Format.

The Ratio column is the Actual Dollars/Total Actual Revenue. The Total Revenue Line is normally 100%.


The Budget is the total budgeted dollars for the level indicated. The Budget figures are based on the

Daily Budgets for each Job, the budgeted hours entered in Work Scheduling, and the General Ledger

Budgets for each Job.

The Ratio column is the Budgeted Dollars/Total Budgeted Revenue. The Total Revenue Line is normally

100%.

The Variance is the difference between the Actual $ and Budgeted $. A negative variance means that

the Actual expense amount is more than the Budgeted amount or that the amount billed was less than

the budgeted amount.

A positive variance means that the actual expense amount is less than the Budgeted amount or that the

amount billed is more than the amount budgeted. Calculation: Actual $ - Budget $ = Variance.

The Over/Under percentage is calculated by dividing the Variance by the Budget dollars.

The Job Name Totals is the difference between Revenue total and Expenses. A positive amount

indicates Revenue exceeds Expenses. A negative amount indicates Expenses exceed Revenue. Both the

Actual and Budget column use this same calculation. Calculation: Revenue – Labor – Material – Other

Direct Costs = Actual $.

The Labor Hours are the total amount of hours worked and budgeted for this Job. The Actual Hours

represent all hours paid for the time frame of the report. The budget hours are from the Jobs Budget

Detail screen and are based on the number of working days and hours for the Job. The Actual hours

include any overtime hours.

The Overtime Hours are the total amount of Half Time hours paid to employees for overtime hours

worked. This is only the penalty for an employee going into overtime. This total does not include regular

hours.

The Average Hourly Rate is calculated at the time the report is processed by taking the Actual Labor

dollars divided by Labor Hours.


Objectives 1. Learn to format your Job Costing Report.

2. Learn how to run the On Screen Job Cost Analysis.

3. Learn to use the drill down features to research expenses and income down to the source

document level.

4. Learn to customize reports to ensure applicable information is available for each level of

management.

5. Review the available report criteria to understand how to best manage your accounts.

Documents

Job Costing - TEAM Softwarehelp.teamsoftware.com/Resources/PDF/CourseGuides/JobCosting.pdf · • Taxes & Insurance. Use this Type only for the Taxes and Insurance total on the Job