Set up your suppliers’ tax numbers

Recording your suppliers’ tax numbers (their GST and QST registration numbers) keeps a clear record of who charges you tax and lets you find them fast in the Supplier Taxes report. Tax numbers are entered directly on the supplier’s record. Here’s how.

What you’ll need

• A supplier already saved in InnoBooks (the Suppliers page).
• Your supplier’s tax registration numbers (GST and QST numbers, shown on their invoices).
• Permission to create or edit suppliers.

Steps

1. Open the supplier’s record

   From the menu, open the Suppliers page. For a new supplier, click New supplier at the top right. For an existing one, click the Edit (pencil) icon on its row. The Add supplier (or Edit supplier) window opens.

   

2. Go to the Taxes section

   Fill in the basic details first (Name and Number are required). Then scroll down to the Taxes section at the bottom of the form and click Add another tax to add a tax line.

3. Enter the tax and its number

   On the line, tick the checkbox to activate the tax, then fill in the Tax name (for example GST), the Rate (%) (5 for GST) and the Tax number — the supplier’s registration number. Add a second line for QST at 9.975% with its own number. You can mark up to two active taxes per supplier.

4. Save the supplier

   Click Save at the bottom of the window. The taxes and their numbers are saved to the supplier’s record right away, with no extra confirmation step.

5. Check the Supplier Taxes report

   Back on the Suppliers page, click Supplier Taxes at the top right. The report shows one row per tax with the columns Supplier, Tax Name, Percentage and Tax Number. Suppliers with no tax are flagged in orange with No tax. Use the search box to filter, or the CSV and PDF buttons to export the list.

Tips & edge cases

• For a Quebec supplier, record two taxes: GST (5%) with its GST number, and QST (9.975%) with its QST number.
• Tax numbers must be unique. If you enter the same number twice, InnoBooks shows a warning and won’t save until the duplicate is fixed.
• Removing a saved tax deactivates it for that supplier rather than deleting it: past expenses that use it keep it.
• The Supplier Taxes report lists active suppliers only — handy for spotting at a glance which ones are missing a number.

Frequently asked questions

Where do I enter a supplier’s tax number?

On the supplier’s record, in the Taxes section. Add a line with Add another tax, then fill in the Tax name, Rate (%) and Tax number. The Supplier Taxes report only displays these values; it isn’t where you edit them.

How many taxes can I record per supplier?

You can add several lines but mark up to two active at once — which matches GST and QST for a Quebec supplier.

Why does a supplier show “No tax”?

Because no active tax has been recorded on its record yet. Open the record, add GST and QST with their numbers, then save: the orange No tax flag disappears from the report.

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