Itemizing Tax on Payment Requests
Please ensure that you are recording the GST/HST amount and Jurisdiction for all expenses and Invoices correctly, this ensures that your project or program will get the appropriate rebate back to offset your expenses.
On the Invoice Header, select the Jurisdiction (province / territory) and enter the GST/HST amount.
On the Invoice Itemization, you also have to create a line for the GST/HST Amount.
- Select the expense type for the invoice (e.g. Telephone/Fax for “Shaw”).
- Enter a description such as “GST on Monthly Telephone Services.”
- Check the GST/HST checkbox.
Enter the GST/HST amount from your Invoice Header in the “Unit Price” field.
IF YOU NEED FURTHER GUIDANCE ON HOW TO ENTER GST/HST ON EXPENSE REPORTS OR PURCHASE REQUESTS, PLEASE WATCH THE FULL DEMO VIDEO AVAILABLE IN CONCUR UNDER “HELP > TRAINING” (see below):
