{"id":19563,"date":"2023-05-02T15:46:21","date_gmt":"2023-05-02T15:46:21","guid":{"rendered":"https:\/\/synder.com\/help\/?p=19563"},"modified":"2026-03-16T18:45:54","modified_gmt":"2026-03-16T18:45:54","slug":"apply-sales-taxes-based-on-location-canada","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/apply-sales-taxes-based-on-location-canada\/","title":{"rendered":"Apply Sales Taxes Based on Location (Canada)"},"content":{"rendered":"\n

Follow the steps described in this guide to learn how to apply sales taxes automatically if they are not recorded in your transactions based on the shipping address in Canada.
Note:<\/strong> Currently, smart rules are available for QuickBooks Online and Desktop only.<\/p>\n\n\n\n

Overview:<\/strong><\/p>\n\n\n\n

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  1. Select the needed rules template<\/a><\/p><\/li>\n\t

  2. Customize the chosen rules template according to your needs<\/a><\/p><\/li>

  3. Sync and check the result in QuickBooks Online<\/a><\/p><\/li>\n<\/ol>\n\n\n\n

    Select the needed rules template<\/strong><\/h2>\n\n\n\n

    Go to the Smart rules<\/em> tab \u2192 navigate to the Templates <\/em>tab \u2192 go to the Taxes for Non US <\/em>template \u2192 click on Try it out <\/em>(you may do it for sales receipts<\/em>, invoices <\/em>or both transaction types if needed)<\/p>\n\n\n\n

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    Customize the chosen rules template according to your needs<\/strong><\/h2>\n\n\n\n

    Below is an example of how it works for Sales Receipts. Though, the procedure is the same for Invoices<\/em>.
    a) Click on Try it now<\/em> to customize the Sales Receipt<\/em> template according to your needs. You will see the rule depicted below. The rule will work in the following way:
    \u201cStarts when<\/strong>\u201d block: Anytime Synder creates a Sales Receipt
    \u201cIF<\/strong>\u201d block (1) :  If the region of the shipping address (in this case province) contains \u201cBritish Columbia\u201d or \u201cBC\u201d
    \u201cTHEN<\/strong>\u201d block (2): Synder applies the tax code selected in the \u201cthen\u201d block.
    But if the address doesn\u2019t contain any of the listed above, Synder will go to the next \u201cIF<\/strong>\u201d block and check its condition, and so on.<\/p>\n\n\n\n

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    b) Click any IF <\/strong>(1) block and change the condition by adding the tax code you need. 
    E.g., if you want to apply a specific tax code to all sales to British Columbia, select Shipping address (2) \u2192 Region \u2018a province\u2019<\/em> (3) \u2192 Contains (4), which allows Synder to apply the tax based on the name of the province (‘contains’ allows applying a rule based on a part of the whole shipping address name) \u2192 British Columbia (5) or BC (6). You can add more variations below, as well.<\/p>\n\n\n\n

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    Then click on the THEN <\/strong>(1) block \u2192 select Set QuickBooks entity data <\/em>(2) \u2192 select the tax code needed accordingly.<\/p>\n\n\n\n

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    d) In the pop-up window, select the Tax Calculation Type<\/em> (e.g., Exclusive of Tax<\/em>), select the tax needed from the dropdown (e.g., GST\/PST BC) and click on Submit <\/em>to save the changes.<\/p>\n\n\n\n

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    e) Click on Save & Close Rule<\/em> on the left-side menu.<\/p>\n\n\n\n

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    Sync and check the result in QuickBooks Online<\/strong><\/h2>\n\n\n\n

    Go to the Platform transactions tab and find one of the transactions that falls under the created rule \u2192 click on Ready to sync.<\/em><\/p>\n\n\n\n

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    After it\u2019s synced, click on Show in QB<\/em> to make sure the tax is updated according to the rule.<\/p>\n\n\n\n

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    And there you go:<\/p>\n\n\n\n

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    Note:<\/strong> You can double-check that the smart rule has been successfully executed in the Smart rules<\/em> tab \u2192 Executions. <\/em><\/p>\n\n\n\n

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    Get in touch with the Synder team<\/em><\/a> via online support chat, phone, or email with any questions you might have \u2013 we are always happy to help you!<\/p>\n\n\n\n