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Template Specific Options
 
Template Specific Options
1
Entity
1. Entity
Use the entity popup menu to select the entity from the list. This will only show the balances associated with the selected entity.
2
Tax type and rate
2. Tax type and rate
The tax rate type is based on the sales tax type selected in the client profile section of the Home Menu. Use the popup menu to select HST or GST/HST if different from the default. If HST or HST/GST is selected a more options will appear. Complete the fields as required.
 
3
PST rate included
3. PST rate included
Select the PST rate applicable to the client expenses.
4
Multiple GST/HST tax jurisdictions
4. Multiple GST/HST tax jurisdictions
Enable if client has revenue from different GST/HST jurisdictions. Selecting yes will reveal the following table: