Overview
This guide walks Canadian users through setting up and managing separate taxes for items and services in Copilot CRM. You’ll learn how to configure two different tax rates (such as GST and PST) to ensure compliance with Canadian tax regulations.
Step 1: Access Items & Services
From the left-hand menu, go to Resources > Items & Services.
Locate the item or service you want to edit.
Click the pencil icon (Edit) next to that item or service.
Step 2: Enter Tax Details
In the edit view, you’ll find two fields for tax setup — Tax 1 and Tax 2.
Tax 1: Typically used for federal tax (e.g., GST).
Tax 2: Typically used for provincial tax (e.g., PST, QST, or HST depending on your province).
Enter the appropriate percentage for each tax field.
Step 3: Save Your Changes
After entering your tax rates, click Save to apply the changes.
Repeat these steps for any additional items or services that require separate tax settings.
Additional Details and Best Practices
Understanding Tax Fields
Tax 1 (Federal): Use this field for the national Goods and Services Tax (GST) or the federal portion of HST.
Tax 2 (Provincial): Use this field for PST, QST, or other regional taxes applicable to your province.
Ensuring Compliance
Always confirm your tax rates align with the most recent CRA (Canada Revenue Agency) requirements.
Update tax percentages promptly if your province adjusts rates.
Managing Multiple Items and Services
Follow the same process for each item or service that requires tax updates.
Troubleshooting Common Issues
Tax Rates Not Applying Correctly
Check your entries:
Verify that both Tax 1 and Tax 2 fields are filled out correctly.
Ensure no conflicting or duplicate tax entries exist for the same item or service.
Issues Saving Tax Information
Confirm permissions:
Make sure your user role allows editing items and services.
Double-check that all fields are valid and contain correct numerical values before saving.
Conclusion
By setting up Tax 1 and Tax 2 correctly, you can ensure that your items and services in Copilot CRM comply with Canadian tax rules. This setup supports proper calculation of GST, PST, HST, or QST as needed.