Certain standard reports require editing so that Canadian taxation information displays on a report. For Orders or Events invoices, you must clone the invoices and modify the parameters to show the Canadian tax rates on the invoice.
To modify standard reports for Canadian taxes
Note: Putting a period at the beginning of the title places the report first in the alphabetical report category, making it the default report used.
What you enter in the Parameters text box depends on your organization's specific tax setup. The following text and field contents are examples of the PST as the tax authority and the GST as the first related tax:
Total PST:[Orders.TAX_1]
Total GST:[Orders.TAX_2]
GST Remittance Number:[Org_Control.GSTRemitNumber]
Note: If the <<Message>> line displays in the Parameters text box, do not delete it. Deleting the <<Message>> line causes the lines below it to not print on the invoice.
Note: Tax_1 will print the tax calculated for the tax authority entered. Tax_2 will print the first Related Tax. Tax_3 will print the second Related Tax from the Tax Codes table for the Tax Auth used on the order. Org_Control.GSTRemitNumber will display the GST Remittance # on the Organization Names window.
For invoice reports, the following information displays at the bottom of the invoice:
Example of a report modified for Canadian taxation
10.6 Production Release. Updated 9/2/2005 1:09:16 PM
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