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Оценяване и остойностяване

Остойностете една сметка за HST, PST и QST

Установете провинция по провинция дали данъкът върху продажбите на дадена разходна позиция е сума, която възстановявате, или сума, която носите, поставете данъка, който носите, вътре в единичната разценка, а данъка, който възстановявате — в опашката, и запишете използваната ставка с нейната дата и базата, върху която е взета.

5 стъпки18 минГлавен изпълнителСпециализиран подизпълнителКонсултиране по разходи / остойностяванеИнвеститор / възложител

Как работи, стъпка по стъпка

5 стъпки през платформата - какво правите на всяка и защо е важно.

1

Decide per province what you recover and what you carry

Ценоразпис

For every province the work touches, settle whether the provincial tax on materials is recoverable in your position or a cost you carry, and write the decision down before a single rate is entered.

Защо: This one decision moves the tax between two completely different places in the estimate. Getting it wrong does not produce a wrong total, it produces a right total built the wrong way, which passes review cleanly and then fails at the first cost report when the recovery nobody was entitled to does not arrive.

ВходProvinces the work touchesYour recovery positionРезултатA written decision per provinceWhat is a cost and what is not
2

Put the tax you carry inside the material rate

Каталог на ресурсите

Where the provincial tax on materials is a cost you never recover, build it into the material rate in the catalog rather than adding it at the end, and note on the rate that it is tax inclusive so the next reader knows.

Защо: A tax you do not get back is simply part of what the material costs you, and every rate built without it understates the job by the tax on your largest cost line. Putting it on the tail instead makes it look recoverable to everybody who reads the estimate after you, including the person who prepares the cost plan.

ВходMaterial ratesThe provincial position for this jobРезултатRates carrying the tax they costPosition noted on the rate
3

Put the tax you recover on the tail, on the right base

Маркировки

Add the recoverable tax as a line on the tail at the rate for the province, and where two taxes run in parallel add both of them on the same pre-tax subtotal rather than one on top of the other's result.

Защо: Stacking one tax on a figure that already includes the other is a small percentage of the whole contract, which is more than the margin on most of it. The province decides the base as much as it decides the rate, and a build-up showing which base was used is the difference between a client checking your tax in a glance and a client checking it with their accountant.

ВходPre-tax subtotalFederal and provincial ratesРезултатTax lines on the correct baseA build-up the client can check
4

Record the rate you used and the date it applied from

Основа на оценката

Write into the basis of estimate the rate used for each province, the date that rate took effect, the authority that publishes it, and which side of the pre-tax line each one was computed on.

Защо: Rates move, and a bid priced last quarter was priced under the rate in force then. Nova Scotia went from 15 to 14 percent on 1 April 2025, and an estimate that cannot say which of the two it used cannot be defended in either direction when the question comes up nine months later.

ВходRates applied per provinceEffective dates and sourcesРезултатA dated tax basisAn estimate that can be re-priced
5

Show the same bill per province and say what moved

Отчети

Report the same scope priced for each province, keeping the tax that sits inside the rates separate from the tax on the tail, so the difference reads as a location rather than as a total.

Защо: Three totals tell a client nothing they could not get from a rate table. Showing that the money is inside the rate in one province and on the tail in another is what explains why the same building costs what it costs across a border, and that is the conversation that wins the work rather than the number.

ВходThe same bill priced per provinceРезултатTotals with the tax locatedA difference you can explain
Модули

Модули в този наръчник

5 / 190 модула на платформата

The market this case is written for

Канада

Everything in this case follows how construction work is measured, priced and paid for in this market. The forms, the cost breakdown and the payment rules are the ones used there, not a generic version of them.

Standards it follows

  • CCDC
  • CSA
  • NBC 2020

You do not have to set any of that up by hand. The first time you open the platform it asks which market you work in. Choose this one and it sets the interface language, loads the matching cost database and records the cost classification, and it adds an example project you can open straight away.

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