35 Canadian GST and PST Tax Reports

This chapter contains these topics:

Section 35.1, "About Canadian GST and PST Tax Reports"
Section 35.2, "GST and PST Tax Report (P0018P8)"

35.1 About Canadian GST and PST Tax Reports

The GST and PST Tax Report lists Canadian tax information from the Tax Detail file (F0018) based on DREAM Writer data selection and sequencing. The information on this report contains actual tax data by Company and Order Type for each Tax Rate/Area.

This program provides a report to separate GST and PST amounts.

35.2 GST and PST Tax Report (P0018P8)

Navigation

From the Master Directory menu (G), type 29

From the General Systems menu (G00), choose Tax Processing & Reporting

From the Tax Processing & Reporting menu (G0021), choose GST/PST Tax

Amounts for the following fields are positive for vouchers and negative for invoices:

Taxable Amount
Non-Taxable
Tax-Exempt
Tax - GST
Self-Assessment Tax
Sales Tax

Figure 35-1 GST/PST Tax Report

Description of "Figure 35-1 GST/PST Tax Report"

Field	Explanation
Tax	The sum of GST, self-assessed PST, and seller-assessed PST.
Self-Assessment Tax	The total payable to provincial governments for self-assessed PST.
Sales Tax	The total payable to provincial governments for seller-assessed PST.

35.2.1 What You Should Know About

Topic	Description
Processing Options	The first option controls whether the system updates the Print field with a Y so that subsequent reports will not list the previously printed transactions. Note: Your data selection must include the statement Print NE Y. Using the Tax Identification option you can print the Tax ID, Additional Company Tax ID, or Additional Individual Tax ID on the report. If left blank, no tax identification prints on the report. Using the Self Assessment Taxes option you can print the self assessment (use) taxes as positive amounts instead of negative amounts as found in the Tax Detail file (F0018).
Transaction in the work file	The report lists tax information for each transaction in the Tax Work file. To ensure that all transactions are in the Tax Work file, set the processing options for the post appropriately.

Topic

Description

Processing Options

The first option controls whether the system updates the Print field with a Y so that subsequent reports will not list the previously printed transactions.

Note: Your data selection must include the statement Print NE Y.

Using the Tax Identification option you can print the Tax ID, Additional Company Tax ID, or Additional Individual Tax ID on the report. If left blank, no tax identification prints on the report.
Using the Self Assessment Taxes option you can print the self assessment (use) taxes as positive amounts instead of negative amounts as found in the Tax Detail file (F0018).

Transaction in the work file

The report lists tax information for each transaction in the Tax Work file. To ensure that all transactions are in the Tax Work file, set the processing options for the post appropriately.