Configure the application after determining the tax treatment
This guide follows Wholety's operational settings for Canadian province tax zones and order-linked tax invoices. It does not select a tax rate for your business. Determine the applicable treatment for the transaction first, then reflect it in the application's region, tax-type and product settings.
For GST/HST, the applicable rate depends on the place of supply and the type of supply. Use the Canada Revenue Agency guidance on charging and collecting GST/HST to review those rules and invoice requirements. Consult the relevant provincial authority for provincial taxes. A saved customer province alone is not a universal tax decision.
Set up the province tax zone
The Wholety manual describes the configuration under System Admin → Region & tax:
- Create or review the province / region record and bind it to a tax zone.
- Maintain the tax types and rates in that zone, such as configured GST, PST, QST or HST types.
- Review whether existing zones or rates have been disabled.
- Check that the merchant's region points to the intended configured zone.
Use the current applicable authority to confirm the rate for each tax type you maintain. Review saved settings when the applicable rules change, alongside the transactions that use them.
Review the product tax setting and the sales order
Wholety's documented sales calculation uses the merchant region rate together with the SKU's tax setting. Review both inputs on a representative order. Confirm the product, merchant price and tax calculation before the order progresses through approval and confirmation.
Newly priced sales lines save their effective tax rate with the amount. Approved quantity changes use that original rate, including recorded zero, even after configuration changes. Legacy rows without a recorded rate preserve their tax; changing quantity requires a person with sales amount write authority to verify original documents and confirm the rate with evidence. Confirmation must match the saved tax and cannot rewrite the original amounts. Any actual dispatch prevents this confirmation.
Existing orders retain product information as a snapshot. Do not assume a later catalog or configuration edit has rewritten an earlier transaction. Inspect the original order and its related records when investigating a difference.
Keep the tax invoice linked to the business record
Under Finance → Tax invoice management, the manual describes creating a tax invoice linked to a purchase or sales order, with invoice number, tax type, amount and issue date. Staff can then filter and review the invoice records alongside the source order.
An invoice record, a sales cost settlement and an actual customer receipt are related but distinct records. Follow the applicable finance workflow for each operation. Confirm the actual issued invoice meets the requirements for your transaction instead of treating the presence of an application record as proof of compliance.
Check a mismatch from the source inputs
Start with the merchant region, its configured tax zone, active tax rates and the SKU tax setting. Next inspect the order snapshot and the linked invoice. If the recorded treatment is wrong, resolve the source setup and the affected business record through the appropriate workflow before creating more orders with the same configuration.
The system administration manual covers region and tax settings; the sales manual covers order calculations; the finance manual covers invoice records. See wholesale inventory software for Canadian importers for the connected product workflow.