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I'm trying to implent the HST in Canada (where every province has a different rate). I was going to have it so that each province was it's own customer class (and thereby it's own tax rate) but that doesn't work because then I won't be able to use Customer Classes (hard to explain). Either way - the way that I thought I'd do it, doesn't work.
How do I setup the different tax rates for different provinces?
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Hi Rita.
Typically the Tax details on the options window of the receivables is set to the ALL DETAILS schedule which contains every tax detail possible for the company.
On a per customer address basis you would enter the Tax Schedule that is applicable to that address.
On the options window of the company setup validate if the option to use the Ship Via Tax calculation method is checked.
If it is when the shipping method on the invoice is of type pickup the tax schedule is from the company record and if it's of type delivered it is from the customer address file.
Let me know if this works for you
Hi there,
I've been able to set up the tax details and tax schedules. However, as a default for taxes under Tools >>Set up>>Sales>>Receivables: Options screen
The default tax schedule ID's has been set up as just 'GST'. This is all fine, however, how can I set it up so that when we enter invoices for specific customers to BC or Ontario, that the default tax schedule is for that region?
I've tried using the Class function - will this work and if it does, how?
I'm operating using GP V9.
Thank you,
Rita
Hi Force.
You will need to create a Tax Detail per province (ex. HST-ON, HST-BC, HST-NS, etc.)
You will then need to create a Tax Schedule for each containing itself has the Tax Detail. (Tax schedule HST-ON contains Tax detail HST-ON)
Don't forget you will require a Tax Schedule that contains all tax details.
Taxes are determined by the customer's shipping address, so every customer address will maintain it's own tax jurisdiction.
Ensure your products have the taxability as Based on customer, (but Taxabale with the All Details schedule will work also)
Hope this helps
Hi Beat,
I'd also be interested in this documentation. I'm having the same problems it appears...I'm trying to set up so that when using the AR transaction entry screen for specific customers, the tax rate would calculate appropriately...but it appears I'm having the same problems with the customer classes, etc.
Thank you!
Rita
Hello Béat,
I would be interested in a copy of the document as well if possible. Thanks!
Hi Mr X,
If you send me a PM, I can provide you with a short document that describes the various steps to setup the HST for the Customer and Vendor cards. We're a Canadian company too and deal with the same kind of problems, although used to have since many years when you do business with other provinces that have a distinct tax level other then the just the federal. Ontario and BC are now affected as well since July 1st.
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