Getting paidSales tax that matches the address
The right tax for where the work is, or an honest refusal
Set your rates once and the correct one lands on the document for the address the job is at — and where nobody can be certain, it says so rather than inventing a number.
Your first 14 days are free, and nothing is charged until they are up.
What this takes off your week
How it works here
Your own rates win
If you have named a rate that matches the client's province, that is the one used. The reference tables are the fallback, not the boss — and matching is done on whole words, so a rate named for one province does not attach itself to a city that happens to contain the letters.
Then the tables, in a fixed order
For a VAT country your own country decides, because that is how supply to a homeowner works. Otherwise the client's country decides: Canada resolves to a real combined rate, while a US state's base rate is shown for information and your own default is what is applied — because district taxes are not in it, and saying so is the honest answer.
A date, not only a place
Rates are stored with the dates they applied from, so a document raised last year is never re-priced with this year's rate.
The specifics
Set your rates once; the right one lands on the document for where the work is.
- Two letters, or nothing
- A country is a two-letter code. The word Canada typed into a box is rejected rather than half understood, because the field is filled from an address lookup or a picker.
- Not registered is a statement; unknown is not
- A company that has said it is not registered charges zero as a stated position. A company that has never said charges its default and is marked unknown, because a zero rate is not a statement.
- The provincial part is not silently dropped
- Where the provincial share may not apply to work on real property, the caution is shown rather than the rate quietly reduced. That is a fact about the job, not about the address.
- Reduced construction rates are never inferred
- Where a country has a lower rate for renovation work, it applies only when the work is declared as renovation.
- An assumption is labelled as one
- When the client's record cannot answer and your own province is used instead, the document says the region was assumed — and only when the assumption actually decided the number.
- Tax on, nothing charged, no explanation
- Refused at the moment of sending, with the missing fields listed. There is no confirm-anyway.
What you get
Every plan includes all of it. Plans differ by how many people can work in the account, not by which features they are allowed to use.
Sales tax that matches the address
Set your rates once; the right one lands on the document for where the work is.
Try it on your own jobs
The first 14 days are free. Bring your own rates, your own logo and the client list you already have.
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