GST / PST Tax Templates (Canada Only)

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jun 22, 2020
1 min read

Canadian clients will need to setup all the necessary tax templates for both Payables and Receivables as shown below: 

  1. Go to Tools > Configure > Configure GST and PST Tax Templates

     

  2. Fill in your Template Name (i.e. Quebec, Quebec Purchases, Ontario, Ontario Purchases, etc.), GST / HST Rate, PST / QST Rate (if applicable), adjust the Display As if necessary and select the Tax Accounts where applicable

     

  3. Select Save and you will notice all active templates appear on the lower portion of the screen

     

See Vendor Tax for additional information on where to apply these templates in your Company Records