Configure Tax Numbers in British Columbia

Tax Configuration

The first time you use GEM-CAR, the system will assist you in setting up your taxes based on your province. It will not be necessary to change the tax settings after this step. When you generate an estimate from a sale, you should see your tax numbers next to the total at the bottom of the screen. However, if you made a mistake and wish to change your settings, here is the procedure to follow.

This step is particularly important if you operate in other provinces or countries besides your own, and/or if you have special activities that require specific configurations, such as warehousing or tire sales.

To check your taxes, click on Configurations > Configurations > Currencies/Taxes tab, then click +New to add a new Tax rules.

If you want to specify your tax numbers, click on Canadian Taxes. If you have the Transporter, Broker or Messenger module, you must do the same in Canadian Taxes - Merchandise Transport and Canadian Taxes  - Merchandise Transport in Quebec.

Note: If you want to sell products without taxes, you do not need to add a tax rule. Simply specify the "None" tax rule to use in a category or manually during a sale in the relevant tax fields.

However, a special tax rule can be created to avoid charging provincial taxes.

In this section, all taxes are specified by province. You can click on each province to enter your tax numbers. It is important to enter your numbers in each province, because if you invoice a customer in a province where the tax number is not indicated, it will not appear on the invoice.

Configuring Your Tax Numbers – British Columbia

Click on Configurations > Configurations > Currencies/Taxes tab. Then click on British Columbia in the Tax rules menu.

You can enter a new tax and include the applicable taxes for the selected province. In the case of British Columbia, this includes GST and PST.

If you wish to include another tax, click on +New.

On the next page, enter the following information:

• Name
• Applicable in which country?
• In what province/state?
• Your government identifier
• Code to appear on invoices
• Rate
• Type

Click on Save.