Sales Quotes/Invoices/Orders Not displaying PST (Provincial Sales Tax) amount when printed/printed to screen

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Hello Everyone,

NECESSARY INFO: In Canada, some provinces (like Ontario) rely on the HST (harmonized sales tax) model while other provinces break it down to GST (goods services tax) + PST. e.g. Manitoba GST is set at 5% and PST at 8% = Total of 13% tax

ISSUE: Having an issue in our Dynamics GP 2013 environment where a sales quote/invoice/order does not display the PST (provincial sales tax) amount when printing/printing to screen.

EXAMPLE: We charge $100 for an item. The GST is $5 and PST $8. A sales quote is generated for this item only, before the quote is printed the tax breakdown is reviewed and everything seems correct (the subtotals, GST, PST, and total amounts are all correct). However when the quote is printed the PST amount is left blank (the quote will display $100 for subtotal, $5 for GST, nothing for PST, and the correct total of $113).

MY INVESTIGATION: The tax schedule is correct, the numbers are correctly broken down. The sales quote/invoice/order correctly displays the tax breakdown for both GST and PST. However when printing to screen the subtotal, GST, and even the total correctly display, but the PST is left blank.

MY QUESTION: Any ideas on how to correct this issue or what could be causing it?

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twelvestrikes 3,657 on at

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Hi SirLearnAlot

I presume that you have modified the SOP form to have a line for GST/HST and another line for PST where applicable.

If the amount for the GST is printing correctly, then so far so good.

The first thing I would check is the formula you have used for the PST. It should be a conditional formula to print only when the Tax Detail is equal to your PST Tax Detail.

You might want to provide a screen shot of the formula so that we can look at it and help you trouble shoot this.

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Community Member on at

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Hi Jeffrey,

Thing is I am by far no GP expert and am not the one who set up our environment - that individual has left months ago. I poked around but cant find where these formulas are defined. I opened up the SOP setup to check tax calculation, the report builder, looked everywhere I can think of.

The only info that may (or may not) be useful that I found is when I print report definitions to screen and scroll down through the calculated fields for PST I find this:

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twelvestrikes 3,657 on at

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No problem, for learning you have to start somewhere.

Screen shots are very helpful.

It looks like for the PST line on the report it is calling a tax detail called P-HSTON

You need to find what the PST tax detail(s) are that you would want to print on this line.

go to tools > setup > company > Tax details and search for the tax details used for PST

Once you have that you will need to modify your report. You will need to go into report writer, select the form you wish to change and from within the report, choose Calculated fields

Find the calculation for the PST and change the P-PSTON to what the correct one should be if there is only one. If you have multiple you may need to add an 'or' statement.

I strongly suggest that you make a backup of your reports.dic file before beginning.

If you are really unsure of how to proceed with this, contact your var/partner and they should be able to assist.

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Community Member on at

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Hi Jeffrey,

Where did you get that information (P-HSTON)? From the screenshot I posted I only see S-PSTON...

I'm going to try to play around with it, if I cant figure it out will have to turn to support...

Thanks again Jeffrey!

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twelvestrikes 3,657 on at

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Sorry my typo I should have typed S-PSTON and not a reference for HST.

Check your Tax Details (tools > setup > company > tax details) and get the Tax ID for the PST you wish to print.

that will have to be inserted into the formula rather than the S-PSTON which is there now.

If you have more than one tax detail that references PST then you will need to include them in this formula as well so it will print that line depending on which PST tax detail is referenced.

Also as a note, this formula forces the tax amount into functional currency so for example if your company's functional currency is Canadian Dollars the amount will be in Canadian dollars, but if you have a situation where you bill a customer in say USD and have to charge them PST, then you may have the line items appear as USD and the PST tax as CAD which isn't correct. You will need to make sure that you use originating currency.

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