๐Ÿงพ GST / PST Tax Templates (Canada Only)

๐Ÿงพ GST / PST Tax Templates (Canada Only)

If you're a Canadian e-manage|ONE user, you'll need to set up applicable GST, HST, PST, or QST tax templates for both Payables and Receivables. These templates allow you to apply the correct tax rates to vendor bills and customer invoices based on provincial tax regulations.


๐Ÿ”ง How to Configure Tax Templates

  1. Navigate to:
    Tools โ†’ Configure โ†’ Configure GST and PST Tax Templates

  2. In the setup window:

  • Enter a Template Name (e.g., Quebec, Quebec Purchases, Ontario, Ontario Purchases)

  • Input the GST / HST Rate

  • Enter the PST / QST Rate (if applicable)

  • Adjust the Display As field if necessary

  • Select the appropriate Tax Accounts

  1. Click Save
    Your active templates will appear in the lower portion of the screen for future use and selection.

๐Ÿ”— For instructions on how to apply these templates to vendors and customers, visit the Vendor Tax Setup section of the Help Guide.

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