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Summary

This guide covers the process of configuring the Local Taxtaxation using LogiSense native tax functionality. This guide will demonstrate how to add a single tax (HST), which will be applicable to all charges which are not usage based in Canada.

Prerequisites

• If you wish to apply taxes to specific Countries and States, then Countries will need to be configured. See the Regional Setting Configuration Example article for a walkthrough on how to setup countries and states

Configuration Steps

Configure the Tax Vendor

1. Navigate to the Setup / Finance / Taxes / Tax Vendor screen

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2. Click the button in the Tax Vendor panel and then add a LogiSense Tax Vendor

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3. Click Save to setup the tax vendor

Configure a Tax Rate

1. Navigate to the Setup / Finance / Taxes / Tax

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1. Rates screen

2. Click the button in the Tax Rates panel to add a Tax Rate

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Name: Required
DisplayName: Not Required
Rate: Required
GL code: Not required

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2. Populate the tax rate details. In this example we will will setup a tax with a 13% tax rate

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3. Click Save to setup the tax rate

Configure a Tax Code

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1. Navigate to the Setup / Finance / Taxes / Tax Code screen. The following fields will appear on the screen.

Name: Required
DisplayName: Not Required
Tax Vendor: Required
Service Tax Category: Not required
Account Tax Category: Not required
Country: Not required
State: Not required
Option Only Report Tax: Not required.Can be configured as needed
Option Tax Usage Only: Not required. Can be configured as needed

Tax Rate
Select the Tax Rate from the dropdown list and add to the Tax code.
Note: Transactions are taxed based on the Rate attached to the Tax code

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Related Guides

1. Codes screen

2. Click the button in the Tax Codes panel to add a Tax Code

3. Populate the tax code details. In this example we are specifying that the Tax Vendor is native (logiSense) and that the tax is applicable to the Country of Canada. The tax is applicable to all services and types of accounts so the ‘Service Tax Category’ and ‘Account Tax Category’ are not populated

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4. Under the Tax Rates tab select the HST tax rate that was setup previously and click then click +Add.

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5. Click Save to setup the tax code

Result

Accounts that are setup with a Service Contact that is located in Canada will charged a 13% tax on all non-usage based transactions (a fee, a monthly recurring charge, etc.).

Todo: demo taxation result.