TAXES

Tax rates are in the ACCOUNTING >> TAXES section:

The data is already in thereThe CRM system has already been configured to manage appropriate regional, provincial and federal taxes, and will automatically update quotes (and therefore invoices) with the correct tax rates based on location and length of stay.

You can see a partial list of tax rates in the system in the active taxes section:

Important Change

Unlike the previous system all taxes, including Tourism Tax records are now "date bound", that is they have start and end dates and so the system can report rate changes to Tourism Taxes just like rate changes to PST, HST and QST.

In addition taxes on specific products on an order can be over-ridden directly on the order product level. So if there are any charges needing to have tax calculations overridden they can be.

Please note:We have designed the system with appropriate tax rates built in, so your invoices should automatically populate. However, if you think a given tax rate is incorrect, or has recently changed and the system needs to be updated, please speak to your manager.