What is it?

Tax Locale is a term used in the Travel and Expense Reimbursement System, which represents the location (i.e. province) where the expense item was supplied or consumed.

Why is it important?

In the Travel and Expense Reimbursement System, the tax locale and tax amounts are required for items consumed within Canada so that the University can claim the appropriate tax rebate on GST and HST. When you select the appropriate tax locale, the system will attempt to calculate the amount of taxes that were charged on your item. The appropriate types of taxes for the location (i.e. province) will appear under the tax locale with the estimated tax amount. It is important that you match the taxes that are calculated to the taxes shown on your receipt, and make any changes where applicable.

For example, if you traveled to Alberta and stayed at a Best Western, your hotel receipt would show an amount for GST. In Alberta, only GST is charged on goods and services. In Travel and Expense, you would select a tax locale of Alberta. The GST box would appear and based on your receipt amount would attempt to calculate the amount of GST that is on your receipt. If the amount does not match, you will need to change it.

Where do I find more information?

If you have any questions about the tax locale, contact Financial Systems.