How for Canadian Users ServiceDesk Manages the PST/GST/HST Situation
TaxRate1 and TaxRate2 may refer to either the materials/labor distinction, or to the PST/GST distinction.
In Standard/U.S. tax mode, TaxRate1 refers to materials, and TaxRate2 refers to labor.
In unmodified Canadian mode (results when the third line in servdesk.ini set at “1”, internal variable is called “CanadianUser”), the system sets to True an internal variable called “UseSeparatedPSTGST”. With that variable set as True, TaxRate1 refers to PST and TaxRate2 refers to GST. Both Materials tax and Labor tax are calculated as the sum or PST plus GST, though results are displayed separately.
If in Canadian mode but with DoNotSeparatePSTGST activated (results when fifth line in servdesk.ini set at “1”), the system sets its internal variable “UseSeparatedPSTGST” as False. In result, the system treats taxes exactly the same as in the U.S. This is what’s generally needed for users in provinces where HST (harmonized sales tax) is the rule. It works well for such Canadians when, in the Settings form, they indicate for Materials and Labor tax rates whatever is the HST (sum of GST and PST) for each
Where we had trouble prior to SD Ver. 4.8.199 is for provinces that have normal/standard PST/GST separation, but where the province refrains from taxing labor (e.g., British Columbia). This is because, unlike in unmodified Canadian mode (#3 above), here we cannot simply apply the sum of both PST and GST to both Materials and Labor. And, unlike in simple modified DoNotSeparatePSTGST mode (#4 above), we cannot refrain from separately showing GST and PST. For such reason, we now introduce a second exception from normal Canada mode. We’ll call it “NoLaborTaxOnPST." Our intent in this mode will make it so the same separation of GST and PST occurs just the same as in unmodified Canadian mode (#3 above). Also, the system knows to combine the sum of indicated PST and GST as tax rate on Materials, while nevertheless applying solely the indicated GST rate to Labor. This new setting will be indicated via placement of a “1” in Line-6 of servdesk.ini. So, for this need, Line-3 needs to be set at “1”, Line-5 as blank or “0”, and Line-6 as 1.
Please note that if you are set as a Canadian user and have not set to refrain from separated PST and GST, SD-Mobile will automatically adapt to use and show separate boxes for those. So also will the on-screen NARDA FinishedForm within ServiceDesk. Also, you may replace the standard Generic FinishedForm with one that employs separated PST and GST boxes (just ask support to provide this for you).
Another matter to note is that you can display this little manual easily again, when wanted, by clicking on the little show-sales-tax-how-to-information button in the ServiceDesk Settings form:
As a final note, please realize there is a hidden little tool to help inform of what are your servdesk.ini settings, and to help remind what is, in fact, the function of each line within that file. It's accessed by going to the ServiceDesk About form (first item under File Functions in the MainMenu), then holding down Ctrl on your keyboard. This exposes some normally-not-visible controls, including a little section of text that informs of what has been found as particular settable switches in your servdesk.ini file:
If you click on that section of text, you'll see an explanatory message box, like this: