--- title: Handling Bills and Taxes in Canada description: This article explains how to handle accounting for taxes in Canada, for Canadian Builders connected to Quickbooks Online. --- [Skip to content](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Budget](https://help.ressiosoftware.com/feature-guides?hsLang=en#budget) # Handling Bills and Taxes in Canada ## Learn to manage QBO tax codes, ensure your billing remains audit-ready and efficient, and accurately process bills (exclusive or inclusive of tax) that sync seamlessly to QuickBooks. ### **Benefits of Improved Canadian Bill Handling** 🇨🇦 Aligns perfectly with Canadian accounting standards for taxes and billing 🔄 Ensures accurate sync of tax-inclusive and exclusive bills with QuickBooks Online (QBO) 🧾 Reduces manual data entry and tax calculation errors 🛠 Streamlines billing and tax remittance workflows for builders --- ### Table of Contents [1. Canadian Bill Overview & Requirements](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#overview) [2. Connecting and Viewing QBO Tax Codes](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#connecting-and-viewing-codes) [3. Adjusting Tax Exclusivity & Inclusivity](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#tax-exclusivity-and-inclusivity) [4. How Tax Calculations Work](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#how-calculations-work) [5. Reviewing Synced Bills and Invoices](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#reviewing-synced-bills-and-invoices) --- #### Canadian Bill Overview & Requirements Canadian bill handling updates ensure Ressio: - Pulls tax codes directly from QuickBooks, - Applies the correct tax rules to each bill, - Allows for seamless, accurate syncing to QuickBooks, - Ensures customer billings remain compliant and error-free. ‼️Canadian bill handling features only function if your company is in Canada, and connected to Quickbooks Online. You can verify this in **Company Settings**. [\[back to top\]](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#top) --- #### Connecting and Viewing QBO Tax Codes Bring in tax codes from Quickbooks Online: - Navigate to **Company Settings** → **Cost Codes** - Select **View QBO tax codes** to load tax codes directly from your QBO account. ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/image-png-Sep-14-2026-07-30-00-3823-PM.png?width=670&height=366&name=image-png-Sep-14-2026-07-30-00-3823-PM.png) **What are QBO Tax Codes?** - QBO uses tax codes (not just simple rates) for Canadian taxes, enabling combined/staged rates (e.g., HST, GST+PST) - Tax codes map to Canadian provincial regulations and allow accurate bill processing Set a default QBO tax code for your company; this applies automatically when bills are marked as taxable. ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/image-png-Sep-14-2026-07-31-09-4980-PM.png?width=670&height=367&name=image-png-Sep-14-2026-07-31-09-4980-PM.png) [\[back to top\]](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#top) --- #### Adjusting Tax Exclusivity and Inclusivity From anywhere you can create a Bill: 1. Fill out standard bill details. 2. Select “Amounts are” and set to either: \- **Exclusive of tax** (tax is added on top of subtotal) \- **Inclusive of tax** (subtotal already includes tax) ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/image-png-Sep-14-2026-07-37-04-9401-PM.png?width=670&height=591&name=image-png-Sep-14-2026-07-37-04-9401-PM.png) **Example Entries:** - Entering a bill for $1,000 as *exclusive of tax* applies the chosen tax code (e.g., HST Ontario at 13%), resulting in $1,130 total. - Set individual lines as taxable or not. All lines follow the bill’s tax inclusivity rule. ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/image-png-Sep-14-2026-07-38-22-1630-PM.png?width=670&height=591&name=image-png-Sep-14-2026-07-38-22-1630-PM.png) - Inclusive bills prompt Ressio to reverse-calculate the pretax amount so totals match accounting requirements. [\[back to top\]](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#top) --- #### How Tax Calculations Work - **Exclusive of tax:** Unit cost entered, tax code dictates extra tax amount on top. - **Inclusive of tax:** Total entered, Ressio calculates how much is tax and how much is pretax. - Sync pushes all details (tax code, inclusivity, pretax & tax split) over to QuickBooks Online. Rely on QBO for final tax figures, including rounding adjustments if any. [\[back to top\]](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#top) --- #### Reviewing Synced Bills and Invoices After bill approval: - The pretax number remains visible and functions as the reference for customer invoicing. Upon review, bills in Ressio retain: - Inclusivity/exclusivity indicator, - Estimated tax (fed back from QuickBooks to handle rounding). ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/image-png-Sep-14-2026-07-40-49-2235-PM.png?width=670&height=367&name=image-png-Sep-14-2026-07-40-49-2235-PM.png)   [\[back to top\]](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada#top) --- If you have any questions or need further assistance, contact our support team at **support@ressiosoftware.com**. 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