ConnectWise Manage Tax Setup - GST/PST Canada

The below is an example of how GST/PST taxes can be configured to successfully sync the multiple sales tax levels using Wise-Sync.  


As always, please check with your tax accountant to confirm rates and exemptions.


1.  Wise-Sync Company Settings 


Wise-Pay Company Settings > Tax Codes Tab > Tax Code When Sold choose Tax Level


2.  ConnectWise Manage Tax Code Setup Table


Level 1 - 12% GST/PST Tax Services and Product

Level 2 - 5% GST - Tax Services Only 



Tax Code Exemptions Tab


Hardware related Services- Exempt from GST

Services that are remote / not hardware related - Exempt from GST/PST




The result in QBO shows the tax correctly on each line item.


 

F
Freddy is the author of this solution article.

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