Exempt Tax support in the Customer Upload File, and API

Introduced Customer-specific Sales Tax Exempt options for the following:

  • BC PST: British Columbia Provincial Sales Tax (PST)
  • SK PST: Saskatchewan Provincial Sales Tax (PST); Provincial Sales Tax (PST) is a retail sales tax that applies when taxable goods or services are purchased, acquired, or brought into different Provinces of Canada.
  • MB RST: Manitoba Retail Sales Tax; The Retail Sales Tax (RST) is a tax applied to the retail sale or rental of most goods and certain services in Manitoba.
  • QB QST: The Québec Sales Tax; Provincial level sales tax is typically referred to as PST or as QST in the case in Quebec.

How does it work?

  • Create Customer from the Customer Upload module or through API.
  • Under the Sales Tax tab of the Customer module, the following tax exemptions will be updated through API & Upload.
  1. Is Customer BC PST Exempt?
  2. Is Customer SK PST Exempt?
  3. Is Customer MB RST Exempt?
  4. Is Customer QB QST Exempt?

  • These columns are also added to the Customer Upload File.

  • This will be only applicable if the following conditions are met:
  1. The Home currency of the Customer is CAD,
  2. The “Calculate Taxes based on Address” App Config is on,
  3. The “Auto Create New Customers” App Config is on.

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