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Modifying Reports for Canadian Taxes

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

  1. Select Utilities> Report Specs to open the Report Specifications window to clone and change the following reports:
    • (Events only) MEETING - Confirmations - Confirmation Letter (Omnis only)
    • (Events only) MEETING - Invoices - Print Invoices (Omnis or Crystal)
    • (Simple Order Entry only) SIMPLEOE - Invoices - Print New Invoices (Omnis or Crystal)
    • (Events only) MEETING - Invoices - Print Invoices (Omnis only)
    • (Orders only) Order-Invoices-Activity Menu Items (Omnis or Crystal)
  2. Scroll and select the report.
  3. Click Clone.
  4. Tab to the Title field.
  5. Add a period (.) in front of the title.

    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.

  6. In the Title field, modify the title so that you can distinguish it from the original report.
  7. Click Parameters to open the Detail Report Parameters window.
  8. In the Parameters text box, enter the text and field contents (press Enter at the end of each line).

    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.

  9. Click Save. Repeat all of the steps for each report that you want to modify for Canadian taxes.

    For invoice reports, the following information displays at the bottom of the invoice:

    • Total PST
    • Total GST
    • GST Remittance

Example of a report modified for Canadian taxation

See Also

Advanced Report Customization

Modifying Reports for VAT

Limiting Access to Reports

Adding Custom Scripts to System Reports/Queries


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