Sales tax you never have to look up again
duebird works out each line's tax from what's sold, where it's delivered and where you're registered: GST, HST, PST, RST and QST across Canada, and sales tax in every US state. Each line says why it was charged or why it wasn't, so an auditor's question takes seconds.
How it decides
The same steps, the same way, on every line
What is being sold
Each product has a tax category: general goods, software, professional services, freight and more. A line without one uses your default, and says so.
Where it is supplied
Goods are taxed where they're delivered, services where they're received or performed: the order's ship-to, its site, or the customer's address.
Where you're registered
Your registrations decide what you collect. A federal Business Number collects GST, and HST in harmonized provinces. Your provincial numbers collect their own tax.
Exemptions and exceptions
A customer's exemption certificate exempts what it covers. Your own exceptions can change a treatment, a rate or a category for a customer, a product or a place. Exceptions can ask for an approver's signature.
Your rates, rounded your way
Each tax is charged at your own rate for that place, kept up to date as the law changes. Totals round per line or per invoice, prices can include tax, and an invoice discount lowers every taxed base in proportion.
What it handles
Tax you can explain to an auditor
Canada
GST, HST, PST, RST and QST by province, with registration numbers checked against each format.
GST/HSTPSTQST
United States
Every state, with the rate and the reason stated on every line.
state rates
A reason on every line
"Not registered for QST in Quebec, not charged." Zero tax is always explained.
tax reasons
Exemption certificates
Stored per customer with their scope and dates, and requested by email when they're missing.
certificates
Where you may need to register
Sales per province and state measured against registration thresholds, with a warning before you cross one.
thresholds
Estimates before the invoice
Estimated tax on quotes, orders and upcoming scheduled invoices.
estimates
Taxes set by hand
The last resort: set a line's tax yourself, with a reason, and duebird keeps what it would have charged beside it.
manual override
The PO's tax, compared
When a PO states its own tax or claims an exemption, it's compared with what duebird would charge.
PO advisories
Not registered yet?
Say so once, and invoices state that no tax is charged because you aren't registered.
not registered
30 minutes, your paperwork
Selling into more than one province or state?
Bring an invoice and we'll show you how each line is taxed, and why.