Tax Setup for Canada for services vs product

Re: Tax Setup for Canada for services vs product

From:

Date:

Time:

Thanks Shawn,

Quick question;

Managed to setup tax table as the below example shows:

Name Rate1 Rate2
Rate3
ONGSTPST 7.00% Null
7.50%
QCGSTPST 7.00% Null
7.50%

the above setting if I tell a product to taxable = yes, taxable 2 = yes,
taxable 3 = yes will provide me the exact info I need as in QC province
where I don't need GST & PST together if taxable = yes, taxable 2 = Null
should work fine. If for example I have a product_id that is to have PST in
QC or ON regions then it would simply be setup as taxable = Null, taxable 2
= Null, taxable 3 = yes.

I have to change the customers in QC province to QCGSTPST in order for this
to work. In my testing the billing cycle items would not refresh to the new
tax setup unless I deleted the billing cycle items then immediately re-added
them. Is their another option as I hate to have this as a manual process due
to the amount of customers in QC province.

Can you let me know what you think?

I understand the tax table now..:-)

thanks,
Colin

-----Original Message-----
From: Shawn Hogan [mailto:shawn@digitalpoint.com]
Sent: Tuesday, November 25, 2003 5:50 PM
To: Optigold ISP List
Subject: Re: [Optigold ISP] Tax Setup for Canada for services vs product

Colin Rees wrote:

> Shawn or whoever can offer assistance,
>
> We have the following setup in our Optigold for taxes in Canada on
products
> and its working fine:
>
> Name Rate1 Rate2 Rate3
> GST 7.00% Null Null
> HST 15.00% Null Null
> PEGSTPST 7.00% 10.70% Null
> BCGSTPST 7.00% 7.50% Null
> ONGSTPST 7.00% 7.50% Null
> QCGSTPST 7.00% 7.50% Null
> SKGSPST 7.00% 6.00% Null
> MBGSTPST 7.00% 7.00% Null
> SKPST 0.00% 6.00% Null
>
> The challenge is we also are offering a leasing program for our hardware
> along with the normal business transaction's and if you are in the
province
> of Quebec, wish to take advantage of our leasing program we can only
charge
> QST (Quebec Sales Tax) on this transaction. I have the product_id setup as
> "LSHDWE" with all three tax options checked.
> Is their a setup I can do where "if customer is in QC province, selects
the
> hardware lease program, it will automatically know to only charge QST on
the
> product id of LSHDWE?".
>
> PS- This product_id is available nationally and all other taxes apply as
per
> usual which is acceptable.
> Any help, examples or insight is appreciated.

You probably are going to need to make two different products for it... one
for Quebec users, and one for others...

- 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
---------------------------------------------------

Sales:
888/4-DPOINT

Support:
858/452-3696