How do I change the Taxes Label Displayed on Reports? Such as changing it so Cyrious SMS can handle requirements to show GST, PST, HST, VAT, or other tax requirements on estimate and invoices?

Although these recent changes were made to support a tax change in Canada the steps may apply to your needs as well. For clarifiaction, beginning in July of 2010 Canadian users are switching from GST and PST tax rates to a single HST tax rate. For detailed information on this tax change please consult your local tax expert.

To configure SMS to handle the tax rate change and the tax label display settings please follow the steps below:

1. Follow the instructions within this article if you need to change your tax rates and then proceed to Step 2 below, else proceed to Step 2. how-to_change_your_sales_tax_rates_in_sms.

1. Configure SMS to print your estimate and invoice with the proper wording in the Totals box. The report templates within SMS 8.6 June 2010 release and newer were modified so that you have the ability to choose the Tax label name that displays in the Totals section of the report.
   • If you do not have the latest update for SMS 8.6 please sms_upgrade_instructions on installing that update.

1. Below is a list of the choices and examples of what is available for you to use.
   • Taxes Only Single Line - Displays the word Taxes: then specifies the amount of taxes due.

• Custom Tax Names Split Lines - Displays the custom tax names you specified under Mgmt | Set-up | Setup Store Information | Taxes on separate lines.

• VAT Only Single Line - Displays the word VAT: then specifies the amount of taxes due.

• HST Only Single Line - Displays the word HST: then specifies the amount of taxes due.

• GST Only Single Line - Displays the word GST: then specifies the amount of taxes due.

• PST Only Single Line - Displays the word PST: then specifies the amount of taxes due.

• GST and PST Split Lines - Displays GST: then specifies the amount of taxes due on one line, then PST: and the amount on the 2nd line.

1. It is recommended that you set the default Tax Label you wish to use on your estimate and invoice reports. For anything outside of your default setting you can select a different label just before you print the report.

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1. Setting the Default Tax Label on your Invoice

### Open SMS

### Click on Mgmt | Set-Up | Reporting Setup

### In the leftmost column click the + sign next to Individual Menu to expand the list of report menu choices.

### Once expanded, in the leftmost column click the + sign next to Order (Invoice) Reports to expand the list of report choices.

### Locate the invoice report that you prefer to use as your default and click on it to select it.

### Click the Edit button on the right side toolbar to enter edit mode.

### Click on the Options tab of the report shown in the rightmost column, you will then be given a list of options to configure.

### Click on the Show Detail button for the section labeled Taxes Label to expand the configuration options.

### Under the Select Tax Label to Use on Report: section, change the drop down list of choices to your preferred setting such as HST Only Single Line.

### Click the Save button on the right side toolbar to save your changes.

1. Setting the Default Tax Label on your Estimate

### Open SMS

### Click on Mgmt | Set-Up | Reporting Setup

### In the leftmost column click the + sign next to Individual Menu to expand the list of report menu choices.

### Once expanded, in the leftmost column click the + sign next to Estimate (Quote) Reports to expand the list of report choices.

### Locate the estimate report that you prefer to use as your default and click on it to select it.

### Click the Edit button on the right side toolbar to enter edit mode.

### Click on the Options tab of the report shown in the rightmost column, you will then be given a list of options to configure.

### Click on the Show Detail button for the section labeled Taxes Label to expand the configuration options.

### Under the Select Tax Label to Use on Report: section, change the drop down list of choices to your preferred setting such as HST Only Single Line.

### Click the Save button on the right side toolbar to save your changes.

1. Repeat these steps for any other reports you wish to use on a regular basis. Please note these steps only apply to reports that are not part of a Print Group such as the Invoice/Work Order Group. To set the defaults for an Invoice/Work Order Group please follow these steps.

### Open SMS

### Click on Mgmt | Set-Up | Reporting Setup

### In the leftmost column click the + sign next to Individual Menu to expand the list of report menu choices.

### Once expanded, in the leftmost column click the + sign next to Order (Invoice) Reports to expand the list of report choices.

### Locate the Invoice/Work Order Group report menu group and click on it to select it.

### Click the Edit button on the right side toolbar to enter edit mode.

### Click on the Options tab of the report menu shown in the rightmost column, you will then be given a list of options to configure.

### Click on the Show Detail button for the section labeled Taxes Label to expand the configuration options.

### Under the Select Tax Label to Use on Report: section, change the drop down list of choices to your preferred setting such as HST Only Single Line.

### Click the Save button on the right side toolbar to save your changes.

• Entered : 5/2010
• Version(s) : SMS 8.6 only with June 2010 Reports Update, SMS 8.9pci or later.