Adding a BC TAX OPTION | Feature Requests

Adding a BC TAX OPTION

complete

ITAMAR MEIRI

Currently, all BC users need to manually add 7% PST (Provincial Sales Tax) to each bill for parts and materials, making it a waste of time. This feature, automatically calculating and adding PST to invoices, would be easy to add to Workiz and would significantly benefit BC users.

June 14, 2024

ITAMAR MEIRI

Hi Idan,
Nothing has been changed. The PST tax needs to be applied only to parts and materials, not the total amount. Please add an option to apply PST to specific items.
Feel free to reach out to me by phone if you need further clarification—I can explain it easily. This update will benefit Workiz and all BC users, giving Workiz an advantage over other software.
Thanks, 
Itamar

idan kadosh

ITAMAR MEIRI use the drop down to define what each rate applies to

ITAMAR MEIRI

idan kadosh it looks like its been added on labour only, how do i remove the product from the labour tag?

idan kadosh

ITAMAR MEIRI you basically control what item types the tax applies on

So for example if the tax should only apply on material select "product" and make sure the items you wish the tax to apply on is updated as "product"

idan kadosh

marked this post as

complete

https://help.workiz.com/hc/en-us/articles/18055855564433-How-to-set-and-manage-tax-rates-for-jobs-and-invoices

ITAMAR MEIRI

idan kadosh Hi Idan,
Nothing has been changed. The PST tax needs to be applied only to parts and materials, not the total amount. Please add an option to apply PST to specific items.
Feel free to reach out to me by phone if you need further clarification—I can explain it easily. This update will benefit Workiz and all BC users, giving Workiz an advantage over other software.
Thanks, 
Itamar

Sergei Mudrievski

Yes, we need Canadian Taxes GST and PST shown as a separate line items.

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