Περιπτώσεις / Εκτίμηση & κοστολόγηση
Εκτίμηση & κοστολόγηση

Τιμολόγηση μίας επιμέτρησης για HST, PST και QST

Καθορίστε επαρχία προς επαρχία αν ο φόρος πωλήσεων σε ένα κόστος είναι χρήματα που παίρνετε πίσω ή χρήματα που επιβαρύνεστε, βάλτε τον φόρο που επιβαρύνεστε μέσα στην τιμή μονάδας και τον φόρο που ανακτάτε στο τέλος, και καταγράψτε τον συντελεστή που χρησιμοποιήσατε με την ημερομηνία του και τη βάση στην οποία ελήφθη.

5 βήματα18 λεπ.Γενικός εργολάβοςΕιδικευμένος υπεργολάβοςΣυμβουλευτική κόστους / επιμέτρησηςΕπενδυτής / πελάτης

Πώς λειτουργεί, βήμα προς βήμα

5 βήματα σε όλη την πλατφόρμα - τι κάνετε σε κάθε βήμα και γιατί έχει σημασία.

1

Decide per province what you recover and what you carry

Βάση Δεδομένων Κόστους

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.

Γιατί: 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.

ΕισέρχεταιProvinces the work touchesYour recovery positionΕξέρχεταιA written decision per provinceWhat is a cost and what is not
2

Put the tax you carry inside the material rate

Κατάλογος πόρων

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.

Γιατί: 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.

ΕισέρχεταιMaterial ratesThe provincial position for this jobΕξέρχεταιRates carrying the tax they costPosition noted on the rate
3

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

Σχολιασμοί

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.

Γιατί: 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.

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

Record the rate you used and the date it applied from

Βάση Εκτίμησης

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.

Γιατί: 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.

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

Show the same bill per province and say what moved

Αναφορές

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.

Γιατί: 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.

ΕισέρχεταιThe same bill priced per provinceΕξέρχεταιTotals with the tax locatedA difference you can explain
Ενότητες

Ενότητες σε αυτό το σενάριο

5 / 190 ενότητες πλατφόρμας

The market this case is written for

Καναδάς

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.

Περισσότερα στην κατηγορία Εκτίμηση & κοστολόγηση

Εκτίμηση & κοστολόγηση

Check an estimate before you send it

Put a priced bill through the validation rules, clear every warning and error, then export…

3 βήματα8 λεπ.Άνοιγμα
Εκτίμηση & κοστολόγηση

Estimate from a cost database

Pull priced items from a real cost database, build the bill from them, bundle recurring bui…

4 βήματα12 λεπ.Άνοιγμα
Εκτίμηση & κοστολόγηση

Set contingency from cost risk

Turn a single-point estimate into a range, run a Monte Carlo over the genuinely uncertain l…

3 βήματα11 λεπ.Άνοιγμα