Enrich EMMS Online Help

Implement GST increase/decrease  

1. At the EMMS main menu, select Administration | Tables | Accounting | Tax | GST Information.
   • The Display GST Category screen appears.
2. Click Change .
   • The Edit GST Category change screen appears.
3. Right-click on the default GST Category (the description should NOT include the percentage being charged) and select GST Rates.
   • The Edit GST Rates change screen appears.
4. Click Add .
   • The Edit GST Rates add screen appears.
5. Type in the Effective Date for the new rate and the new GST Rate.
6. Click Enter to save the rate.
7. Click Change to return to the Edit GST Rates change screen.
8. Copy the G/L Account and Percent Recoverable from the previous rate to the new rate.
9. Click Enter to save.
10. If PST rates work in conjunction with GST rates (i.e. for HST provinces):
    1. At the EMMS main menu, select Administration | Tables | Accounting | Tax | PST Rates.
       • The Display PST Rates screen appears.
    2. Click Change .
       • The Edit PST Rates change screen appears.
    3. Click Add .
       • The Edit PST Rates add screen appears.
    4. For the province(s) where the tax rate is to be changed, fill in the fieldsfields as required.

       Prov/State is the province or state where the tax will be changed. You can click in the field then click on the Prompt button to select the province or state from a list.

       Effective is the date the new rate will go into effect.

       PST Rate is the percentage that will be charged for sales tax in the specified province or state, to 2 decimal places. A rate of 7% would be entered as 7.00. For HST provinces, Enrich calculates PST on GST so that combined they equal the total HST rate. As an example, if the HST rate is 14%, GST rate is 6%, then the PST rate is 1.14/1.06 = 7.55%.

       PST Order defines how the PST is calculated in relation to the GST. For HST provinces, Enrich calculates PST on GST so that combined they equal the total HST rate. As an example, if the HST rate is 14%, GST rate is 6%, then the PST rate is 1.14/1.06 = 7.55%. You can click in the field then click on the Prompt button to select the order from a list. Possible values are:

       • N = No GST on PST portion
       • R = PST on GST/PST refundable
       • Y = Charge PST on GST portion
    5. Click Enter to save the rates.
11. If you use the Asset Management and Lease Rental modules:
    1. At the EMMS main menu, select Administration | Tables | Accounting | Tax | Tax Codes.
       • The Display Tax Code screen appears.
    2. Click Change .
       • The Edit Tax Code change screen appears.
    3. Click Tax Rates .
       • The Edit Tax Rates change screen appears.
    4. Click Add .
       • The Edit Tax Rates add screen appears.
    5. Add a line for each province on the table with a GST tax code.
       • Tax Code = GST
       • Prov/State code = as applicable
       • Effective Date = date the new rate goes into effect
       • Tax Rate = new tax rate
       • Percent Refundable = 100%
       • Tax Registration Number = as applicable
    6. Click Enter to save the rates.
12. If you have GST calculated automatically in Enrich Financials rather than the user entering the GST amount manually:
    1. At the EMMS main menu, click on Financials.
       • The Financials main menu appears.
    2. Select Work Bench | Reference File Maintenance | Maintain Ref File - Special.
       • The Reference File Maintenance - Category Selection screen appears.
    3. Double-click on 5016, Tax Codes.
       • The Reference File Maintenance - Tax Codes screen appears.
    4. Double-click on Tax Code GST.
       • The Reference File Maintenance - Tax Codes (Change) screen appears for GST.
    5. Fill in the fields as required:
       • Description = General Services Tax
       • Tax Percentage = leave blank
       • Value Added Tax Indicator = Net Method
       • G/L Account Number = as applicable
       • Custom Tax Calc Pgm Name = AP510
       • Attach Tax Code To Job = No
       • Taxable in Vertex = No
       • Full Tax After Discount = No
    6. Click Enter to save.
    7. At the Financials main menu, select Work Bench | Maintain Tax Rate File.
       • The Tax Rate Maintenance screen appears.
    8. Type GST in the Tax Code field.
    9. Click Enter .
       • The Tax Rate Maintenance change screen appears.
    10. Click Add .
        • The Tax Rate Maintenance - Add screen appears.
    11. Type in the Effective Date of the new rate and the new Tax Rate.
    12. Click Update to save the new rate.
13. If the tax change has (for example) an effective date of July 1, have a clean cut-off at June 30th. Receive, close, or invoice all POs, work orders, miscellaneous charges, billings.

Note that GST on goods received in EMMS POs is based on date of receipt, not date of invoice. Billings based on readings entered with a (for example) June date will be subject to the June GST rate even if billed on a July invoice. GST on miscellaneous charges will use the rate applicable to the invoice date.

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