Set-up and creating data files > Business set-up > Changing tax rates in AgExpert Analyst

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Changing tax rates in AgExpert Analyst

When changing the tax settings in AgExpert Analyst, remember to:

  • separate your invoices and receipts prior to the rate change from those using the new rate
  • make entry easier by entering all pre-rate change invoices and receipts before changing the tax rate and completing your entries using the new rate

Note: If you process older invoices and receipts, you can manually override the automatic GST/HST/QST tax calculations to enter transactions under the old tax rate.

Changing the GST/HST/QST rate in AgExpert Analyst:

  1. Select Business Setup from the Setup menu. The Business Setup dialogue box opens.
  2. Select the Tax Information tab.
  3. Enter the new GST/HST/QST Rate (%)
  • For the QST change, change the Calculate on field from Amount plus GST to Amount.
  • For the HST change, change the PST rate to zero and change the display name from GST to HST.

These rates are used to perform tax calculations when you enter transactions. You can change them at any time. Transactions that were recorded before the change was made won't reflect the new tax rate.

Last updated on August 23, 2016 by FCC AgExpert