Configure the Tax Numbers

Before configuring your tax numbers, it is important to check whether the default settings are as desired.

You must verify your tax rules by going to the menu: Configurations > Configurations.

Click on the Currencies/Taxes tab, then select the default tax rules.

If you did not enter your tax numbers when creating your GEM-BOOKS account, this is the section where you will need to do it.

Tax Configuration

The first time you use GEM-BOOKS, the system will assist you in setting up your taxes according to your province. It will no longer be necessary to modify the tax configurations after this step. When you generate a quote from a sale, you will see your tax numbers next to the total at the bottom.

Click on the menu Configurations > Configurations.

Currencies/Taxes tab. If you want to specify your tax numbers, click on the tax rule Canadian Taxes. If you have the Transporter, Broker, or Courier module, you will need to repeat the same steps in Canadian Taxes - Merchandise Transport and Canadian Taxes - Merchandise Transport in Quebec.

Note: If you want to sell tax-exempt products, there is no need to add a tax rule. Simply specify the "None" tax rule to be used in a category.

However, a special tax rule may 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 entered, it will not appear on the invoice.

Configuring Your Tax Numbers

Click on Canadian Taxes under the Tax Rules section.

Select each tax by clicking in the list (e.g., “PST”). Enter your identifier number. Click on Save and Close.

Note: If your sales volume exceeds the provincial exemptions, don't forget to register and add your tax number. Ex British Columbia taxes.