Add your GST/HST number, legal business name and registered address. Docnote prints them on the invoices it issues for you. This takes about 2 minutes.

Before you start

• Your GST/HST number: the 15-character business number from the Canada Revenue Agency (CRA), for example 123456789RT0001. If you aren't registered, leave it blank.
• Your legal business name, exactly as the CRA has it. See Where do I find my legal business name?

Fill in your business and tax details

1. Click Finances in the menu, then the Business & Tax Info tab.

2. If you manage the practice, choose whose details you're entering in the Practitioner list at the top.

3. Check the Tax jurisdiction card. It names your province, which comes from your practice's main location.

4. Enter your number. In Ontario the field is called HST number. In other provinces it may be called GST number.

   You can type the digits only: Docnote adds the RT for you.

5. Enter your Legal business name.

6. Under Registered address, enter the Billing address, City and Postal code. The Province is filled in for you from your practice's location.

7. Click Save business & tax info.

You see Supplier details saved. and a summary headed Business & tax details. Your details now appear on the invoices Docnote issues for you.

Entered a number? Fill in everything else too

With a number filled in, the legal business name and the whole address are required. Without a number, you can save what you have and finish later.

Change your details

1. Open Finances, then Business & Tax Info.
2. Click Edit, make your changes and click Save business & tax info.

Entering details for another practitioner

If you set up another practitioner's details, you need everything at once: their GST/HST number, legal business name and registered address. It can't be saved in pieces.

If you don't have their number, ask them for it, or let them fill it in once they've joined the practice.

One registration for the whole practice

In a practice that manages billing for its practitioners, a practice owner or admin chooses how HST is registered, under HST registration scope:

• Set HST for the entire practice: one clinic registration applies to every practitioner.
• Allow individual HST registration: each practitioner enters their own.

When the practice files HST centrally, practitioners see the clinic's registration on Business & Tax Info but can't change it.

Wrong province?

The province comes from the practice's main location and can't be changed on this page. If it's wrong, contact Docnote support.