web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / HST Implementation
Microsoft Dynamics GP (Archived)

HST Implementation

(0) ShareShare
ReportReport
Posted on by ForceSports 490

 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?

*This post is locked for comments

I have the same question (0)
  • Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at

    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.

  • Sunil Profile Picture
    Sunil 755 on at

    Hi Béat,

    I'm also interested in your suggestions for setting up HST for Canada.

    Thanks,

    Sunil

  • Community Member Profile Picture
    Community Member on at

    Hello Béat,

     I would be interested in a copy of the document as well if possible.  Thanks!

  • Rita Wong Profile Picture
    Rita Wong 400 on at

    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

  • Rita Wong Profile Picture
    Rita Wong 400 on at

    Oh yes...btw we're still running on GP version 9.0

     Rita

  • Sagi88 Profile Picture
    Sagi88 2,250 on at

    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

  • Rita Wong Profile Picture
    Rita Wong 400 on at

    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

  • Rita Wong Profile Picture
    Rita Wong 400 on at

    Hi Beat:

    Will you be able to send me this document as well?  How can I get a hold of you to send you my PM?

    Thanks,

    Rita

  • Sagi88 Profile Picture
    Sagi88 2,250 on at

    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

     

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
mtabor Profile Picture

mtabor 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans