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The Digital Agency Operating System
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Setup

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Finance Setup

Configure your companies basic financial information
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** Important

This section is not part of an accounting software system. It is designed to provide a basic and general overview of your company’s financial setup, to help you track the profits and deductibles of your business.

Business Currencies

Clear Currencies
Currencies Setup
1
Name
Country
Base Currency
1
USD
USA
2
CAD
Canada
There are no rows in this table

Sales Tax

Clear Sales Taxes
Name
Description
1
GST
Federal General Sales Tax
2
QST
Quebec Provincial Sales Tax
3
HST
Harmonized Sales Tax
There are no rows in this table

Sales Tax Rates

Clear Sales Tax Rates
Sales Tax Rates Setup
1
Year
Tax
Rate
1
2023
GST
5.000%
2
2023
QST
9.975%
3
2023
HST
13.000%
There are no rows in this table

Taxes

Clear Taxes
Name
Government
Type
Description
1
GST Instalment
Federal
Sales Tax
Monthly or Quarterly General Sales Tax Instalment
2
GST Arrears
Federal
Sales Tax
3
Income Tax Instalment
Federal
Income Tax
Monthly or Quarterly Income Tax Instalment
4
Income Tax Arrears
Federal
Income Tax
5
Income Tax Payment
Federal
Income Tax
6
Penalty
Federal
Penalty
General Federal tax late fees or penalties
7
CNESST
Provincial
Payment
8
Income Tax Payment
Provincial
Income Tax
9
Income Tax Instalment
Provincial
Income Tax
Monthly or Quarterly Income Tax Instalment
10
Payroll Tax
Provincial
Payroll
11
Penalty
Provincial
Penalty
General Provincial tax late fees or penalties
12
QST Arrears
Provincial
Sales Tax
13
QST Installment
Provincial
Sales Tax
Monthly or Quarterly Provincial Quebec Sales Tax Instalment
There are no rows in this table
ok

Fantastic!

You have just completed setting up your basic Finance information.
Now proceed to your

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