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Adjusting Express Invoice for Canadian tax rate changes

The current version of Express Invoice has the correct tax rates. Older versions are out of date for Canadian tax rate changes. Please follow the steps below to manually update previous versions for the current tax rates in your province.

To manually update tax rates:

  1. Click the Options button on the toolbar
  2. Select Tax from the list on the left
  3. Select any incorrect tax rates, and edit them using the Edit… button
    • In the dialog window that opens, simply change the name and/or rate
    • Click the OK button to save your edits
  4. To add any new tax rates, click the Add... button and fill out the form that opens
  5. To remove any undesired tax rates from the list, select them and click the Delete button
  6. If the default tax rate has changed, set the default tax rate for invoice items using the drop-down menu By default items have this tax rate: below the Tax Rates section
  7. Click OK to save changes and close the Options window

Please Note: If you are editing the individual components of any combined tax rate (e.g. GST+PST), open the combined tax rate entry and click OK to refresh that item after editing its components.

 

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