Feature Development - Currently in Testing [Not Live]
Introducing Dual-Tax Rate Compatibility for Canadian QBO Users
FieldPulse is excited to announce compatibility with Canadian dual-tax rates for users integrating with QuickBooks Online. This new functionality ensures accurate tax presentation for businesses in Canada, keeping you compliant with local tax regulations and streamlining your invoicing process.
Why This Matters
Canadian businesses often deal with two types of taxes, such as GST (Goods and Services Tax) and PST (Provincial Sales Tax), which can vary by province. By enabling dual-tax rate compatibility, FieldPulse makes it easy to:
Pull dual tax rates directly from QuickBooks Online to display accurate calculations within FieldPulse after finalizing an estimate or invoice.
Stay compliant with Canadian tax laws without extra effort or manual calculations.
How to Enable Canadian Dual-Tax Rates
Enable the Feature in FieldPulse
Navigate to Company Settings in your account.
Go to the Estimates & Invoices section.
Click on Advanced Settings.
Scroll down to find the Tax Mode option.
Change the setting from Tax Per Invoice to Tax Per Line Item.
Save your changes by clicking the Save button.
Using Canadian Dual-Tax Rates in FieldPulse
FieldPulse does not perform in-house tax calculations.Instead, it pulls tax data directly from QuickBooks Online. When using dual tax for Canada, please note the following:
Tax Reflection: Your tax calculations will not appear in FieldPulse until you finalize your record. FieldPulse pushes the information to QuickBooks Online, which performs the calculations and sends the results back to FieldPulse.
Editing Mode: Dual tax will not be displayed while in edit mode. It will only appear when viewing finalized records, as well as on estimates, invoices, PDFs, or dynamic records.
This ensures accurate tax calculations handled by QuickBooks Online while FieldPulse displays the updated results.
Invoice Examples
FieldPulse Invoice View Mode
FieldPulse Dynamic Invoice
FieldPulse Invoice PDF
QuickBooks Online - Invoice
Canadian Dual Tax Reporting in FieldPulse
Rest assured, FieldPulse reporting will reflect dual tax rates. Simply pull your invoice reports as usual, and you’ll see additional columns for Canadian taxes.