Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Since the office is first and foremost a legal person, any additions to the information relating to it must be made in the relevant person file found in the general information section of the Manage office tile. To access this file to make these additions, follow the steps below:
Step 1: Click on the "Admin" tab of the main menu.
Step 2: Click on the "Manage office" tile.
Step 3: In the Manage office window, click on the magnifying glass to the right of the name of your office that appears when you hover on the office's name.
Step 4: Your office's name will be filtered by default. Select it by clicking on it once.
Step 5: Click on the pencil icon at top right.
You will see the person file of your office appear.
Step 6: Scroll down to the Identification numbers section, click on "Add" to add a new line.
Click in the "Description" field and choose GST/HST number or QST/PST number from the drop down menu. Enter the tax number in the "Value" field.
You can add a jurisdiction and a start date (optional).
Step 7: Save your additions by clicking on the green checkmark.
Result : Tax numbers will appear on future invoices