  Billing |
Use the keyword Bill-Note to enter an internal note regarding billing.
Use the keyword Bill followed by the proper amount to have DT Max print an invoice to send to your client for tax preparation services.
DT Max will produce a standard invoice for tax preparation services using the amount requested. If you wish to produce a more detailed account, repeat the Bill keyword giving the amount and description for each entry. DT Max will produce a detailed invoice with the different amounts and descriptions, and the total. This will allow you to customize your invoices to some degree.
To obtain an invoice with no amount, or to enter an item with no amount attached, enter "0" as the amount of Bill.
DT Max will total the amounts entered and provide a subtotal of the charges. Then, it will add the federal goods and services tax (GST) and the applicable provincial sales tax (PST) to produce the total amount due.
As the GST/HST/PST number of your firm must appear on the invoice, make sure that it is entered in your Preferences menu under the Identification numbers tab.
Bill-Hours number of hours the client is to be billed
Use the keyword HourlyCharge to enter the hourly rate charge for the number of hours the client is to be billed.
Use the keyword $ to add further charges or discounts to a client's invoice, if needed.
Enter a positive amount for a charge or a negative amount for a discount. For each entry, remember to enter the appropriate text.
Use the keyword Bill-Adjust% to raise your fees by whole percentage points or to give your client a percentage discount.
Enter a positive percentage for a charge and a negative percentage for a discount.
Use Bill-Text to add additional notes or conditions at the bottom of the invoice.
Invoice-Num invoice number
The following options are applicable for the keyword Invoice-Num.
Invoice number - specify
Allocate automatically based on client number
Leave space for the number to be manually added
Do not show an invoice number
App-GSTbeforePST whether GST should be included in the calculation of the PST
The following options are applicable for the keyword App-GSTbeforePST.
Use the keyword Bill-GST-HST-OV and select the applicable tax to be used for your situation.
Charging Sales Tax
Do you sell goods or provide services in Canada? If so, you are required to collect sales tax from your customers on many of the items they purchase.
Depending on the province or territory in which you operate your business, you need to collect either: - a combination of GST and PST
- GST only, or
- HST
Charging sales tax to out-of-province customers
If you are a vendor in one province or territory and you make sales to residents of another province or territory, what sales taxes do you charge them? When you sell and ship or deliver taxable goods and services to out-of-province/territory customers, the sales tax that applies in your customer's province or territory is generally applicable.
The following options are applicable for the keyword Bill-GST-HST-OV.
HST-Rate.b HST rate to be used
GST/HST-Number.b GST/HST registration number (if different from the Preferences menu)
GST-Rate.b GST rate to be used
PST-Rate.b PST rate to be used
GST-Number.b GST registration number (if different from the Preferences menu)
PST-Number.b PST registration number (if different from the Preferences menu)
Use the keyword Bill-Type to indicate the billing type.
The following options are applicable for the keyword Bill-Type.
If your firm uses billing codes, use the keyword Bill-Code to enter them into the database.
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Bill 
Bill-Hours 
HourlyCharge