Topic Thread

Donation Jobs

  • 1.  Donation Jobs

    Posted 06-01-2018 15:33
    We do several projects where we donate the work to Habitat for Humanity or maybe a family in need. What is the best way to setup and bill these jobs where records are proper? What about sales and use tax?

    Stacy Webre
    Vice President of Accounting
    Lochridge-Priest, Inc.
    Waco TX
    (254) 772-0670

  • 2.  RE: Donation Jobs

    Posted 06-04-2018 11:28
    ​Hi Stacy,
    We have handled this in one of two ways.  If it is just a one day build for Habitat for example we just have our employees code their time to a donations expense account.  If it is a larger donation of labor and material or if we are going to bill for a portion of the work, we set up a job to track the costs and billings.  At the end of the year we point the job(s) out to our CPAs so that they can properly account for them on the income tax return.

    I hope this helps.

    Daniel White CCIFP
    Gallegos Masonry Inc.
    Vail CO
    (970) 926-3737

  • 3.  RE: Donation Jobs

    Posted 06-04-2018 11:53
    Our process for these types of jobs/donations is to set up a job like normal, have all costs and labor charged there as they normally would. When the project is done, we do a $0 billing to close out the job and move the costs to a donations account. We keep records of all time and material that was charged there for back up.

    Leila Bennett-Snow CPA
    Strategic Mechanical Inc.
    Fresno CA
    (559) 291-1952

  • 4.  RE: Donation Jobs

    Posted 06-13-2018 11:41
    ​We handle ours the same as Leila. This allows field personnel to handle the job on the cost side the same as any other job.

    Stephen Hadley
    Quigg Brothers, Inc.
    Aberdeen WA
    (360) 533-1530