Setting up Canadian VAT/sales tax details

  • 29/07/2025
  • 2 Minuten Lesedauer

To comply with Canadian tax regulations and handle HST, GST, and PST, you can set up the necessary configurations in Expense Management using Configured Fields. HST (Harmonized Sales Tax), GST (Goods and Services Tax), and PST (Provincial Sales Tax) are regional taxes applied in Canada. The rates and application of these taxes vary depending on the province. By using Configured Fields, you can ensure that expense users provide the necessary tax details for accurate handling of these taxes in the Expense App and Portal.

To specify the Canadian tax fields:

  1. Search for Search Configured Fields.
  2. On the action bar, click Expense.
  3. Under Fields on Header, click New Line to add a new field.
  4. Add the following fields:
    • HST/GST Amount
    • PST Amount
    • Tax Area Code
  5. Search for Search Expense Types, and select the Expense you want to add the Tax Group Code to.
  6. On the action bar, click Setup.
  7. On the Expense Posting Setup page, on the expense type, the Tax Group Code specifies the tax group that's used for calculating and posting sales tax.