How to prepare your PCLaw software for the March 23 rd, 2017 PST increase.
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1 How to prepare your PCLaw software for the March 23 rd, 2017 PST increase. Saskatchewan PST increase, March 23 rd, 2017 Page 1 of 6
2 Effective March 23 rd, 2017 The Saskatchewan Provincial Sales Tax (PST) rate has changed. The 2017 Saskatchewan provincial budget has increased the PST rate from 5% to 6% effective March 23 rd, Further details of these changes can be found on the ministry of finance s website. **All Firms Consult with your PCLaw CIC, Tax Advisor or Accountant before implementing any of these changes in PCLaw as tax implications may exist. Ensure that you make a backup of your data prior to implementing the steps below**. How to Update your PCLaw Settings 1. Determine which of your matters DO NOT currently have a PST rate of 5%. a. Go to Reports > Clients> List of Clients b. If you are running PCLaw 12 Service Pack 3 or higher, click the Layout drop-down and select Default - tax c. Generate, print and save this report for your records (proceed to Step 2) d. If you are NOT running PCLaw 12 Service Pack 3 or higher, use the Adv. Search function to identify files where PST is not equal to 5% for fees. Generate, print and save this report for your records e. If you are NOT running PCLaw 12 Service Pack 3 or higher, use the Adv. Search function to identify files where PST is not equal to 5 for disbursements. Generate, print and save this report for your records. 2. Complete the following steps to enable the new PST rate of 6%: a. Make a backup of your PCLaw data. (Recommended) b. Bill all completed services up to and including March 22 nd, 2017 at the 5% PST Rate. c. Go to Options > System Settings > Tax d. Under the Tax tab, change the Sales tax rate from 5 to 6 in the rate boxes as indicated in red below. (See special note below the image about Taxes on Disbursements). Saskatchewan PST increase, March 23 rd, 2017 Page 2 of 6
3 Note: If your firm does not charge PST on any client disbursement, do not enable or change the Sales Tax on disbursements setting: e. In the Good and Services Tax (GST)/Harmonized Sales Tax (HST) section, change the date for Charge items before to Jan 1 st, **The dates on the tax tab can be set to 1/1/1982 as the PST rate change is driven by the date the services become payable or the date it is paid**. f. Click OK to save the changes Saskatchewan PST increase, March 23 rd, 2017 Page 3 of 6
4 3. Perform a global change to match the current matters to the new tax defaults: Note: Completing the following steps will change all matters to the new PST rate of 6%, including all Zero- Rated matters as well as files with special tax rates. The results from step #1 above provided you with a list of matters that are non-taxable, including those that are charged at a different sales tax rate so that you can make the necessary tax modifications on those files after completing the global change in PCLaw. a. In PCLaw, go to File > Matter > Global Change and select OK b. Select Ok to the following message: Saskatchewan PST increase, March 23 rd, 2017 Page 4 of 6
5 c. In the Matters Global Change window, select the Billing tab. d. In the Sales on Fees and Sales on Disb boxes, enter the rate of 6.0. Note: If your firm does not charge PST on any client disbursement, do not enable or adjust the Sales on Disb box, only adjust the Sales on Fees. e. Click OK to complete the change. Saskatchewan PST increase, March 23 rd, 2017 Page 5 of 6
6 4. Any matters that were non-taxable or those that have special tax rates must be changed through the Matter Manager in PCLaw on a matter by matter basis. These lists were obtained in Step 1 above. a. Go to File > Matter Manager b. Select the matter you wish to change and go to the Billing tab c. Select the taxes button and adjust the Sales Tax on Fees to the desired rate. Also adjust the Sales Tax on Disbursements if required. d. Choose OK and Save and Close to complete the changes. If you have questions regarding these instructions, please contact PCLaw support at Saskatchewan PST increase, March 23 rd, 2017 Page 6 of 6
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