The new Include Tax feature, available through the Invoice Defaults of your company profile, will help you with invoicing, tracking fees & costs, as well as reading your Analytics reports. Taxes can be applied to Canadian appraisals with a province listed in the property address.
The tax % that is calculated will be based off of the province of the appraisal you are working on.
- One of the first things you will notice is that you will now see a Tax line under the Fees & Costs section of each Canadian appraisal you have entered in Anow. The amount of taxes that are added here is dependent upon the province where the appraisal is being done. For example in the screenshot below, this is an appraisal from a property in British Colombia, so taxes are showing as 5%.
- When it comes time to Generate a PDF Invoice or Payment Link to send to your clients, you will see some more changes related to taxes. As you can see below the Subtotal line, there is now a line that says "HST"; this is automatically calculated for you in the same way as it is under the Fees & Costs section.
- When looking at the Payroll section of Analytics, you will now see more options for what data you would like to be shown. You have the choice of including HST, GST and QST in Payroll reports.
- You will see two new reports in Payroll: "Invoice CSV/Excel", and "Invoice PDF". If you checked off any of the "tax to include" options shown above, you will have a column with that type of tax shown when you generate an Invoice report.