When publishing documents over to QBO under Saskatchewan tax rates, a few changes will need to be made to customize QBO tax rates. While Hubdoc is able to pull over the Saskatchewan tax rate from QBO, the "Effective Date" from a recent tax rate change may cause Hubdoc to display an incorrect PST amount. To avoid this, we suggest creating a custom tax rate.
Step 1. Create a custom tax rate in QBO. To create a custom tax rate, open QBO, and navigate to the the 'Taxes' tab. Press 'Add Tax', and select 'Custom Tax'. In the custom tax window, be sure to set the tax rate to 11%. (Feel free to use the the example Tax Name, and Description in the screenshot)
Once you have configured customized tax rate settings in QBO, you will need to edit the tax settings in Hubdoc
Step 2. Hubdoc will import the tax rates configured in your QBO account, allowing you to enable the appropriate tax in Hubdoc. To set up your custom Saskatchewan tax rate, head to the “Destinations” tab in Hubdoc and adjust the tax rate in the "Publish Tax Data"
Please note that like all newly established configurations in Hubdoc, your Saskatchewan tax settings will be enabled on a going-forward basis.
When publishing documents to QBO, you will see your new settings entered into the tax rate field. If needed, this tax can be adjusted to reflect how you would like the transaction to appear in QBO.