Canada

Wherever you do business, you can use Sage Intacct to meet your business needs. The following features and processes are specifically for Canada.

Cash Management

• Bank files: Generate payment files in your regional bank format to make bank file payments.
• Canadian checks: Set up to print on preprinted or blank Canadian check stock.

Taxes

• Canadian tax solution: The Canadian Sales Tax standard tax solution provides an automated setup for the tax rates for Canadian GST, QST, PST, and HST, and customizable templates for tax invoices.
• Canadian tax submission: Using Intacct's integration with Sage Regulatory Reporting, your GST34-2 report is calculated for you.
• Partial exemption for Input Tax Credit: Companies using a Canadian tax solution can use partial exemption to take advantage of the Input Tax Credit (ITC).
• Capture taxes on term discounts: Customers using the standard tax solution for Canada can capture taxes on their term discounts. In accordance with Canadian Revenue Agency (CRA) rules, tax is calculated on the invoice line totals, allowing Canadian customers to meet the tax requirements for Canadian GST.
• Statement of Contract Payments (T5018): Track payments that you make to eligible contractors and subcontractors in a T5018 slip. Use the information from this report to submit your T5018 with the Canadian Revenue Agency (CRA).

Early Adopter programs

Early Adopter programs give participants access to features before they're available to everyone. Early adopters are expected to respond to feedback and survey requests. As an early adopter, you can influence how we develop the product so that it best meets your business needs.

• Automate prepaid expense amortization: Apply amortization details to bills and purchase transactions, and Sage Intacct automatically creates an amortization schedule that recognizes expenses over time.

• Avalara use tax in Purchasing: Use tax is applied when sales tax is not collected or differs from the tax owed in the jurisdiction where goods are used. With Avalara use tax in Purchasing, you can apply use tax as a standalone tax, or to offset sales tax when partial taxes have been paid on out-of-state purchases.

• Cash Intelligence [Closed]: Gain visibility into expected cash flow requirements.

• Embedded Customer Payment Services: Introducing new ways to accept customer payments directly within Sage Intacct through our integration with Fortis and other payment providers.

• Enhanced currency support for funds transfers: Global companies can now process funds transfers with up to 3 unique currencies without having to create a manual journal entry.

• Enhanced project contract billing workflow in Construction: Bill project expenses with greater flexibility across periods and invoices.

• Exemption Certificate Management integration with Avalara: Sage Intacct's integration with Avalara's Exemption Certificate Management (ECM) brings ECM visibility into Sage Intacct. You can confirm customer exemption status, request missing certificates, and stay audit-ready without switching between systems.
  

• Finance Intelligence agent: Ask Sage Copilot questions in natural language and the Financial Intelligence agent instantly finds answers using your financial data.

• Line-level approvals for Purchasing: Approve, reject, or route individual lines within a purchase requisition or order.

• Pay bills enhancements: Experience a higher capacity bill processing, easier ways to drill down to credits, and the ability to sort and filter columns.

• SaaS Intelligence Advanced Analytics: Explore your data with more flexible dashboards, deeper SaaS metrics, and predictive insights to support confident decision‑making.

• Smart Excel reporting: Use Sage Intacct financial data to build reports directly in Microsoft Excel. The financial data remains linked to the Excel report so that you can refresh it with the latest information as needed.

• Subcontractor payment application workflow: Record and track payment applications and certified amounts in line with regional construction valuation practices.

• Work with project costs at your preferred level of detail in work in progress (WIP) management: View project costs and enter PM forecasts at your preferred level of detail.

Import templates

• Tax details: French versions of the tax details used in the Canadian Sales Tax solution that you can import to use with that tax solution.

• Tax schedules: French versions of the tax schedules used in the Canadian Sales Tax solution that you can import to use with that tax solution.