Whether you charge harmonized sales tax (HST) or goods and services tax (GST) is your decision, made with your accountant. Docnote doesn't decide it for you: it applies tax the way you set it up, at the right rate for your province.

What decides whether tax is charged

Docnote charges tax on a service only when all of these are true:

1. You're registered for GST/HST and your number is entered in Docnote. If it isn't, Docnote charges no tax on your services.
2. The service is marked as taxable. Each service starts with a suggested setting from your provincial fee guide. You can change it for any service.
3. Your province's rate. Docnote uses the rate for your practice's province. In Ontario, that is HST.

Practitioners and their accountants don't always agree on which uninsured services are taxable. That's why the final say on each service is yours.

Turn HST on or off for a service

1. Click Services in the menu.

2. In the HST column, tick or untick the service.

3. Click Save changes. You see Changes saved.

The change applies to requests you send from now on. A request already sent keeps the tax it was sent with.

For a custom service, the same choice is the Taxable (HST) box: Apply HST to this service.

If you're registered for GST/HST

Enter your number so Docnote can charge tax and show it on your invoices. See How do I add my GST/HST number?

Your province

Your tax province comes from your practice's main location. You see it on Finances, under the Business & Tax Info tab, as Tax jurisdiction.

• Ontario: HST only. There's no separate provincial number to enter.
• British Columbia, Manitoba and Quebec: GST plus a provincial sales tax, each with its own number.
• Alberta: GST only.