Summary

This article explains how to setup the Solatech Window Covering Software for Canada HST tax.

More Information

In order to setup SWCS to use HST tax you must be running version 4.2.364 or higher of the Solatech Window Covering Software.

Overview of the HST tax implementation

The simple explanation of the HST tax implementation in SWCS is that it is setup and works like US tax codes. In previous versions of SWCS a system was setup to either use US tax or Canada tax (GST and PST). With this new version a system can have both methods in use at the same time. Each customer is setup as either Canada tax or US tax.

Configure for HST tax

Note: Some of these settings may already be setup on your system.

Setup your preferences

1. From the File menu click Preferences.
2. On the General page make sure Use Canada settings where applicable is checked.
3. Click OK or Close to close Preferences.

Setup your customer types

Customer types are what the system uses to determine how to price an order. Each customer must be assigned a customer type and by default they are assigned the Standard Retail type. This type will be setup for GST/PST and a new type will be created for HST.

1. From the View menu click Customer Types.
2. Select the customer type Standard Retail.
3. From the Customer Types menu, click Edit.
4. On the General page change the Price Configuration to Standard Retail - Canada.
5. Click Close.
6. From the Customer Types menu, click New.
7. Enter the name "Standard Retail - HST"
8. Select the Price Configuration of "Standard Retail - USA".
9. Click Close.

Setup your sales tax codes

There are a number of different tax codes that need to be setup. Some of them may already exist, in which case they just need to be validated.

1. From the View menu click Sales Tax Codes.
2. From the Sales Tax Codes menu click New.
3. Enter the tax code "(GST)" (including the ( and ) characters.
4. Enter the required tax rate and tax collection agency.
5. Click OK.
6. Repeat steps 2 thru 5 for using the tax code "(PST)".
7. Repeat steps 2 thru 5 for using the tax code "HST".
8. Repeat steps 2 thru 5 for using the tax code "GST Only". Give this code a rate of zero and no vendor/agency. This is a special tax code used by the system.
9. Repeat steps 2 thru 5 for using the tax code "GST and PST". Give this code a rate of zero and no vendor/agency. This is a special tax code used by the system.
10. Repeat steps 2 thru 5 for using the tax code "GST, PST Exempt". Give this code a rate of zero and no vendor/agency. This is a special tax code used by the system.
11. Repeat steps 2 thru 5 for using the tax code "Tax Exempt". Give this code a rate of zero and no vendor/agency. This is a special tax code used by the system.

Setup your customers

Each of your customers needs to be setup to use either GST/PST or HST tax. This is done by assigning the appropriate customer type, Standard Retail - Canada for GST/PST or Standard Retail - HST. You also need to select the appropriate default tax code.

1. From the View menu click Customers.
2. Select the first customer.
3. From the Customers menu click Edit.
4. Click the Additional tab.
5. Select the required sales tax code and customer type.
6. Click Save and Close
7. Repeat steps 2 thru 6 for each customer that uses HST.

APPLIES TO

• Solatech Window Covering Software 4.2