Search Again: Re: Tax Setup in Canada From: William Chase Date: Thursday, August 21, 2003 Time: 9:29:26 am I am still having troubles with the tax code setup and accounting. The breakdown is basically: Province Tax Code Tax Rate -------------------------------------- AB GST 7% BC GST / PST 7% / 7.5% MB GST / PST 7% / 7% NB HST 15% NF HST 15% NT GST 7% NS HST 15% ON GST 7% PE GST / PST 7% / 10% (This one should be secondary tax as the tax is taxed) QC GST 7% SK GST / PST 7% / 6% YT GST 7% I have the following tax codes setup but I do not believe I have them configured properly: GST, HST, PEGSTPST, BCGSTPST, SKGSTPST and MBGSTPST On to the accounting side of things: GST / HST is applied to one account code (code 050-2575) PST has to be broken out by province, for example: BCPST (code 050-2530), MBPST (code 050-2520), etc.. 1) How do I use secondary tax for PE but not the rest of the provinces? 2) Is it possible to assign accounting codes per sales tax code other than pulling the data and going by the rate? (I'm thinking it is by using Rate 1, Rate2 but I'm not sure how to set this up) 3) Is it possible to automate the process of exporting the line item data *daily* in order to keep our accounting updated? We do not have FileMaker Unlimited so I'm not sure if we can pull this via cdml/xml or whatever.. Thanks for the help, William PS: Thanks for the ScotiaTalk support!! -----Original Message----- From: Shawn Hogan [mailto:shawn@digitalpoint.com] Sent: Tuesday, August 05, 2003 6:36 PM To: Optigold ISP List Subject: Re: [Optigold ISP] Tax Setup in Canada William Chase wrote: > We are registered to charge tax in all of Canada. Any ideas as to how we > can do this within Optigold? The different sales tax products would not be > enough. It looks as if we may have to massage the data between the two > systems. > > PS: We use Oracle Financials for accounting. You can break down your product sales report (which can be used as a sales tax report) by region if you want... that's what most people do I think. - Shawn ---------------------------------- Shawn D. Hogan President, Digital Point Solutions http://www.digitalpoint.com (858) 452-3696 --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html --------------------------------------------------- --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html ---------------------------------------------------

Messages In This Thread: Tax Setup in Canada by William Chase on Aug 5, 2003 at 5:41:56 am Re: Tax Setup in Canada by Shawn Hogan on Aug 5, 2003 at 9:40:12 am Re: Tax Setup in Canada by William Chase on Aug 5, 2003 at 9:56:41 am Re: Tax Setup in Canada by Shawn Hogan on Aug 5, 2003 at 10:42:07 am Re: Tax Setup in Canada by William Chase on Aug 5, 2003 at 11:11:04 am Re: Tax Setup in Canada by William Chase on Aug 5, 2003 at 2:02:03 pm Re: Tax Setup in Canada by Shawn Hogan on Aug 5, 2003 at 2:03:53 pm Re: Tax Setup in Canada by William Chase on Aug 5, 2003 at 2:33:33 pm Re: Tax Setup in Canada by Shawn Hogan on Aug 5, 2003 at 2:37:00 pm Re: Tax Setup in Canada by William Chase on Aug 21, 2003 at 9:29:26 am Re: Tax Setup in Canada by Shawn Hogan on Aug 21, 2003 at 10:32:00 am Re: Tax Setup in Canada by William Chase on Aug 21, 2003 at 10:41:37 am Re: Tax Setup in Canada by Shawn Hogan on Sep 2, 2003 at 11:15:02 am Re: Tax Setup in Canada by William Chase on Sep 3, 2003 at 11:09:29 am Re: Tax Setup in Canada by Shawn Hogan on Oct 13, 2003 at 8:29:51 pm Re: Tax Setup in Canada by William Chase on Oct 15, 2003 at 5:21:15 am