12. Extract double tax rates from Canadian invoices

EzzyBills supports this automatically.

For Canadian users, you generally do not need to change any settings. EzzyBills automatically extracts both federal and provincial tax rates. These rules support any tax rate between 0% and 15%, including combination tax rates (i.e., federal + provincial taxes).

I. Example: Invoice with Two Taxes

In this example, the federal tax is GST (5%) and the provincial tax is QST (9.975% – Québec Sales Tax).

II. Example: Tax Rates in QuickBooks

In QuickBooks, ensure you have set up the tax codes for your province (Taxes > Manage sales tax > Add tax).

For this example, your QuickBooks tax codes should look like the example below: (see screenshot below).

III. Example: Invoice Exported to QuickBooks by EzzyBills

(See screenshot below of the exported transaction in QuickBooks).

IV. What if an invoice has more than two taxes?

Not supported. EzzyBills supports a maximum of two tax components per invoice.

If an invoice contains three or more taxes that need to be summed to calculate the total tax, EzzyBills cannot process or combine them automatically.

V. Workflow Settings: Custom Tax Keywords

In most cases, you do not need to configure custom tax keywords. However, if an invoice uses unique or non-standard tax labels, you can add custom keywords by following these steps:

1. Navigate to Workflows > Extract (click “Extract” task box in the workflow).
2. Scroll down to the task settings menu.

EzzyBills includes a comprehensive default list of Canadian tax keywords. If a specific supplier uses a tax label not recognized by our system, append your custom keywords using the guidelines below:

• Tax1 Keywords: Appends to all existing primary tax keywords. Used to extract the federal tax or the total combined tax (federal + provincial).
• Tax2 Keywords: Used specifically to extract the provincial tax (when applicable).

Note: The default maximum threshold for Tax1 Rate is set to 15%, which covers all standard Canadian combined tax rates.