Setting up PST on projects

If you want to set up Provincial Sales Tax (PST) for certain projects, consider the following recommendations. You might want to link them to QuickBooks. 

  1. PST projects should have their tax settings blank.
  2. Set up activity items to be used specifically on these projects with the PST and GST filled out.
  3. (Optional) To ensure that employees only pick the activity and expense items with PST, use project assignments to assign those specific items to projects.
  4. To make sure taxes are sent separately to QuickBooks, go to Integrations > QuickBooks Online > Sync Settings and select Do not send MST/MET/Item Taxes as a line item to QuickBooks.
  5. Lastly, create a custom invoice displaying PST.
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