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CommunitySupplier from AB charged GST 5% on client disbursement. How to post that to Client Matter in ONTARIO where HST is 13%

Supplier from AB charged GST 5% on client disbursement. How to post that to Client Matter in ONTARIO where HST is 13%

  • Dear Robin,

    Thank you for posting on LEAP Community. We've noticed that your question hasn't been answered and therefore we've gone ahead and created a case for you. Herewith please find the case number for you reference [01551321] One of our HelpDesk consultants will reach out to you shortly.

    Kind regards.

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  • Jackie Lauziere (Customer)

    Yes Leap has issues with recording these type of transactions. You need to record it with the 5% tax and then when billing you need to remember to change the properties of that line item. right click the entry, select properties and change the tax status.

    you need to do the same for items that you do not pay tax on when you purchase but need to pay tax on when you charge the client. ie tax certificates, zoning certificates etc.

    a real problem, since in PCLAW you could set the tax codes as different on the way in and the way out.

     

     

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    • Robin Bondy (Customer)

      Jackie Lauziere,
      Thank you for your response, which was much better than the one I got from LEAP technical support. Your advice also agrees with what I learned from a CRA HST auditor. Some lawyer disbursements (title, writs and municipal searches, tax certificates) are taxable on our invoice to the client even if we did not pay tax when we purchased the service. In this case we paid 5%GST for the invoice received from ALBERTA and must charge 13% HST to our client in ONTARIO when we bill the disbursement. I just couldn’t see how to do it in LEAP! Thanks again!
      Robin Bondy (customer)
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      • Jackie Lauziere (Customer)

        Yes, its really to bad that LEAP does not have a tax code for tax exempt on the way in and taxable on the way out. Not everyone creating invoices will catch the needed change.

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Supplier from AB charged GST 5% on client disbursement. How to post that to Client Matter in ONTARIO where HST is 13%