Canadian PST/GST Template Package

Submitted by mckelvey on Thu, 29/05/2014 - 13:28

Other

Category:

Financial

This is a package of archetype templates and reports that can be used in most Canadian provinces and other jurisdictions that have non-identical PST/GST tax structures. The templates here take OpenVPMS's line-item tax-inclusive price and tax amount and display them as a tax-exclusive price, along with the PST and GST tax components.

The package includes replacement archetype templates for:

invoice
credit
counter sale

as well as special reports for

PST / GST summary on sales
client sales
product / service sales

The package also contains java source code for a small utility that aids in further development of the algorithm for other multi-tax environments.

For further information, please see the README.txt file included with the package.

Samuel Longiaru

Kamloops, BC

Comments

Re: Canadian PST/GST Template Package

Submitted by tanderson on Thu, 29/05/2014 - 17:20.

Thanks very much for contributing this Sam. Hopefully it will help others looking to deploy in Canada.

Re: Canadian PST/GST Template Package

Submitted by mckelvey on Thu, 29/05/2014 - 18:16.

Well, that would be nice. We'll certainly be putting out the word as to what a great piece of software it is!

Re: Canadian PST/GST Template Package - Updated reports

Submitted by mckelvey on Fri, 30/01/2015 - 09:38.

I've updated two reports (PST/GST and Sales) that I found were not properly reporting PST and GST on reversed items. Additional logic has been added in the formulas for calculating PST and GST that takes into account the negative nature of those values in a reversal. When comparing negative values, the concepts of "less than" and "greater than" were going the wrong way. The new code compares absolute values and avoids the problem.

I didn't catch it until we tried to do our first real reports. Everything else is still looking good.

Sam

Attachment	Size
pst-GstReport-Cdn-version-2.jrxml	28.18 KB
salesProductService-Cdn-version-2.jrxml	30.65 KB

Re: Canadian PST/GST Template Package - Updated for 1.8

Submitted by mckelvey on Tue, 03/11/2015 - 04:54.

Attached is an updated Canadian template package for 1.8. I've run all the reports through Jaspersoft Studio and have made the correction for the deprecated pdf fonts. I noticed when migrating my old 1.7 reports to 1.8 that the PST-GST report gave a blank report... and so that has been rewritten from scratch in Studio. Works now.

As before, if there are any questions regarding the use of these templates in other two-tax jurisdictions, please don't hesitate to ask.

Sam

Attachment	Size
ApportionPST_GST.java_.txt	7.02 KB
clientSalesReport-Cdn-1.8.jrxml	38.08 KB
counterSale-Cdn-1.8.jrxml	11.28 KB
counterSaleItems-Cdn-1.8.jrxml	12.59 KB
credit-Cdn-1.8.jrxml	11.59 KB
creditItems-Cdn-1.8.jrxml	9.35 KB
invoice-Cdn-1.8.jrxml	17.87 KB
invoiceItems-Cdn-1.8.jrxml	15.47 KB
invoiceReminders-Cdn-1.8.jrxml	5.09 KB
PST-GstReport-Cdn-2-1.8.jrxml	34.91 KB
README-1.8.txt	4.4 KB
salesProductService-Cdn-2-1.8.jrxml	32.06 KB

Re: Canadian PST/GST Template Package - Updated PST/GST Report

Submitted by mckelvey on Tue, 17/05/2016 - 10:24.

Only after taking the bookkeeping functions in-house, did I noticed that there is an error in reporting the income, GST and PST in the PST/GST report provided above in those cases where a Work-in-Progress extends over the end of a reporting period. The WIP was being counted in the earlier period, then counted in the new period as a finalized invoice. The result is to over-report income and taxes by the amount of the WIP. The fix is to exclude all Works-in-Progress from the report.

A modified report is attached. Sorry. Tricksy...

Sam