Configuring Taxes for Canadian Sites/Zones

[RayDube]

If you're doing business with the maritime provinces, you can simply apply the HST you would have set up there to the new provinces that are using HST.

Ray

[s_mack]

Hello:

has anyone performed the necessary steps to adjust for ON and BC HST? and their varying rates (12% BC, and 13% ON)

I need to make the changes on live sites and cannot afford any errors. If someone has adjustment steps required, please please share.

It should be fairly straight forward. I'm in BC so I'll use myself as an example.

First Step: Locations / Taxes --> Zone Definitions
Currently I have BC PST Zone [PST (only when shipping to BC)], Canada GST Zone [GST (except Eastern Canada: NS, NB, NL)], and Eastern Canada HST Zone [HST (only when shipping to NS, NB, NL)]

That will chaneg to BC HST Zone [HST (only when shipping to BC)], Canada GST Zone [GST (except BC, NS, NB, NL, ON)], and Eastern Canada HST Zone [HST (only when shipping to NS, NB, NL, ON)]

Second Step: Locations / Taxes --> Tax Rates
For each Tax Class (Shipping and Taxable Goods) there are the three zones (listed above) associated. Adjust the new BC zone frmo 7% to 12%.

The rest stays the same.

Am I missing anything?

- Steven

[s_mack]

I do wonder though... should we be adjusting existing tax definitions? Or should we be adding new ones and stop using the old ones? The reason would be (I guess) for historical paper trail.

[newagekat]

Hello:

For those of us still confused about assigning tax rates etc. here's a blow by blow on how to adjust your existing settings.

My clients are in BC so BC PST is used. Please adjust for your province.

Locations/Taxes --> Tax Rates
Delete
GST/HST/PST Class Zone: BC PST
GST on Shipping Zone: BC PST

Locations/Taxes --> Zones Definitions
choose Canada GST Zone, click details
Delete BC and ON
Click BACK to go up one level.

choose PST Zone, click details
delete BC
Click BACK to go up one level.
delete PST Zone

Choose HST Zone, click details
Click INSERT to create new sub-zone:
- Country: Canada; Zone: Ontario
Click BACK to go up one level.

Create the HST Zone for BC
- Zone Name: BC HST Zone
- HST (only when shipping to BC)

Now choose on the newly created "BC HST Zone", click details
Click INSERT to create a new sub-zones:
- Country: Canada; Zone: BC

Locations/Taxes --> Tax Rates
create TWO Tax Rates:

- Tax Class Title: GST/PST/HST Class
- Zone: BC HST Zone
- Tax Rate (%): 12.0000
- Description: 12.0% GST#99999 99999 RT0001
- Priority: 1

- Tax Class Title: GST Shipping Class
- Zone: BC HST Zone
- Tax Rate (%): 12.0000
- Description: 12.0% GST on shipping
- Priority: 1

I don't think that completed order are changed, so any paper trail should still exist. I hope I've covered everything. If I've missed anything, do let me know.

[Veronika7747]

is this correct for Ontario starting July 1st??

3 Tax Zones:
Canada GST Zone GST (Except NB, NL, NS -- ON, BC
HST Zone - Eastern Canada & ON NB, NL, NS, ON - ONLY
HST Zone for BC BC - ONLY

2 tax classes

GST on shipping/handling
GST/HST/PST Class

6 Tax rates
GST/HST/PST Class Canada GST Zone 5.00% 5.0% GST#99999 99999 RT0001
GST/HST/PST Class HST Zone - Eastern Canada & ON 13.00% 13% HST#R99999 9999 RT0001
GST/HST/PST Class HST Zone for BC 12.00% 12% HST#R99999 9999 RT0001
GST on shipping/handling Canada GST Zone 5.00% 5.0% shipping GST/HST#99999 9999 RT0001
GST on shipping/handling HST Zone - Eastern Canada & ON 13.00% 13% shipping GST/HST#99999 9999 RT0001
GST on shipping/handling HST Zone for BC 12.00% 12% shipping GST/HST#99999 9999 RT0001


Tx
Veronika

[MsHutch]

Hi Veronika,

The only change I can see that you missed is Nova Scotia's HST rate changes to 15% on July 1, so I guess you would need another zone and another tax rate for each of your classes.

Colleen

[Veronika7747]

Hi Veronika,

The only change I can see that you missed is Nova Scotia's HST rate changes to 15% on July 1, so I guess you would need another zone and another tax rate for each of your classes.

Colleen

Thanks, I did not know that one...

[Shinmai]

Soooo, the above will become

3 Tax Zones:
Canada GST Zone GST (Except NB, NL, NS, ON, BC)
HST Zone - NB, NL, ON
HST Zone - BC
HST Zone - NS

2 Tax Classes
GST on shipping/handling
GST/HST/PST Class

*8* Tax rates
GST/HST/PST Class/Canada GST Zone/5.00%
GST/HST/PST Class/HST Zone - NB,NL, ON/13.00% GST/HST/PST Class/HST Zone - BC /12.00%
GST/HST/PST Class/HST Zone - NS /15%

GST on shipping/Canada GST Zone/5.00%
GST on shipping/HST Zone - NB,NL,ON/13.00%
GST on shipping/HST Zone - BC/12.00%
GST on shipping/HST Zone - NS / 15%

Is that right?

[Shinmai]

Oops, 4 Tax Zones that is.

Hope this setting is right...

[hamidz]

Hi
This is old and doesn’t include changes to Ontario and BC. There is no more GST and PST for these provinces and they go to HST from July 1. Does any one know what need to be changed in this document to reflect changes to Ontario and BC?