Job Billing - Printing Tax 2 Registration Number on Canadian Invoices

Overview

The 'Print Tax Registration for Tax Code 2 on Canadian Invoices' checkbox on the Invoice Formats screen can be checked if you would like to print the Tax 2 Registration Number on Canadian invoices, such as C10, C10Q, C10Q2, C11 and C13. This procedure will explain the setup and process for printing the Tax 2 Registration Number on Canadian Invoices.

Prerequisites

The following setup/prerequisites need to be met in order to proceed.

  1. For the Job Billing contract, ensure the following:

    • The report being printed is in Canadian Progress Billing Invoice Format (the format is of type "JBPB_C…").

      Sample of a JB Contract using the Canadian Progress Billing Invoice Format

      Pgm: JBCONT – Contract Entry; standard Treeview path: Job Billing > Contracts > Enter Contract - Description tab

    • There are tax codes assigned to the Job Billing contract.

      NOTE: If using multiple taxes like Tax 1 and Tax 2, then both the tax codes should be assigned at the contract level.

    • At least one bill code has been assigned a Tax 2 code on the Enter Contract screen.

      NOTE: The Tax 2 code should be the same as the tax code assigned at the contract level.

      Example of the JB Contract using Tax 1 and Tax 2 codes

      Pgm: JBCONT – Contract Entry; standard Treeview path: Job Billing > Contracts > Enter Contract - Defaults tab

  2. The tax code used to calculate the tax should have a tax registration number set on the Tax Table Maintenance screen in the System Data module, as shown in the screenshot below.

    Sample of the tax registration number set on the Tax Table Maintenance screen

    Pgm: ARTAXFM – Tax Table Maintenance; standard Treeview path: System Data > Global Tables > Tax Code

  3. The option to view and display the Tax 2 Registration Number in the Canadian Progress Billing Invoice formats is left to the user and can be turned on or off via the 'Print Tax Registration for Tax Code 2 on Canadian Invoices' checkbox on the Invoice Formats screen.

    If the box is checked, then the Canadian Invoice format prints the Tax 2 Registration Number underneath the Tax 1 Registration Number. If left unchecked, then only the Tax 1 Registration Number is displayed.

    Sample of the Print Tax Registration for Tax Code 2 on Canadian Invoices checkbox on the Invoice Formats screen

    Pgm: JBINVFMT – Invoice Formats; standard Treeview path: Job Billing > Setup > Local Tables > Invoice Formats

Process

  1. To view the Tax 2 code in the Canadian Progress Billing Invoice, at least one billing code in the current draw/revision has to have the corresponding Tax 2 code assigned to it.

    NOTE: This Tax 2 code will be defaulted from the corresponding Job Billing contract.

    G/C Prepare Billing contract with Tax 2 code assigned to draw/revision

    Pgm Name: JBBILL2 – Prepare Billing; standard Treeview path: Job Billing > Billing > G/C Prepare Billing

  2. Upon printing the Canadian Progress Billing Invoice (in this example, JBPB_C10), we can see that the tax registration numbers and amounts are displayed for both Tax 1 and Tax 2 codes.

    Invoice with Tax 2 code and Registration Number - Sample 1

    Invoice with Tax 1 and Tax 2 codes and their amounts

    Invoice with Tax 1 and Tax 2 codes and their amounts