Any statement, proved to the cent
Bank and credit card statements read straight from a PDF, a scan or a CSV — then balanced against the statement total, so nothing is quietly dropped or doubled.
Penticton, British Columbia
Accounting software in Penticton
Books for Penticton's wineries, tourism and hospitality and retail — each client in a company of its own, on its own chart of accounts. Bank and card statements read and proved, 5% GST and 7% PST, and year-end working papers — online or on Windows.
Books in Penticton
What a set of Penticton books has in it
With about 37,000 people and wineries as the largest employer of them, followed by tourism and hospitality, Penticton keeps a small number of bookkeepers busy across a wide range of trades. The month-end problem is breadth, not volume.
The local detail that shows up in the ledger: the hospitality season is short and sharp, so most of the year's hiring and most of the year's records of employment land in the same few months — and the books have to reflect it rather than flatten it.
Month end starts with the statements, and BooksAuto reads a bank or credit card statement from a PDF, a scan or a CSV and proves it against the statement total before anything is posted. A dropped page or a doubled transaction is caught then, not at year-end. Transactions are coded to the chart of accounts and learn from the corrections you make.
Wineries in Penticton
The part of these books that catches people out
Hospitality books have to keep tips apart from sales, because a tip passed through to staff is not consideration for a supply and does not belong in taxable revenue. Where a municipality also levies an accommodation tax, it sits on top of the sales tax rather than inside it, and it is reported separately — so check what applies locally before the first return.
General Canadian sales-tax treatment, not advice on your own return — and municipal charges vary, so confirm what applies to your business before you file.
Set by the province, not the city
Sales tax behind a Penticton ledger
A Penticton business charges 5% GST and 7% PST — a provincial rule, so the same in every British Columbia town. How the accounts are set up for it, and why the GST and the PST sit on separate ones, is on the British Columbia accounting page.
Payroll is in the same program, so a Penticton client's wages, source deductions and employer cost post themselves into these books on the accounts you chose — nothing re-keyed from a payroll summary.
Accounting features
What you need to keep a set of books in Penticton
Categorized as it comes in
Transactions are coded to the chart of accounts and learn from the corrections you make, so the second month takes a fraction of the first.
GST, HST, PST and QST
The sales tax return comes out of the ledger rather than a spreadsheet, with the working behind every figure and the input tax credits separated out.
Customers, vendors and invoices
Invoices and bills with what is owed and owing, aged, and the payments matched against them.
Reconciliation you can show
Bank reconciliations with the outstanding items listed, so a reviewer can see why the books and the statement differ.
Working papers A–N
The year-end file an accountant actually hands over: lead sheets, the trial balance, the adjusting entries and the support behind each one.
Payroll posts itself into these books, so wages, source deductions and the employer cost land on the right accounts without a journal entry.
Pricing
Accounting software pricing in Penticton
Same price everywhere in Canada — 50% off Payroll for your first year. Accounting firms: $3 Payroll + $3 Bookkeeping per client per month.
Questions
Accounting questions from Penticton
What is different about wineries books in Penticton?
Hospitality books have to keep tips apart from sales, because a tip passed through to staff is not consideration for a supply and does not belong in taxable revenue. Where a municipality also levies an accommodation tax, it sits on top of the sales tax rather than inside it, and it is reported separately — so check what applies locally before the first return.
What sales tax applies to a Penticton business?
A business in Penticton charges 5% GST and 7% PST, the same as the rest of British Columbia. Sales tax is set by the province, not the city — though a municipality may levy its own charge on things like accommodation, which is reported separately from the sales tax.
Can you read my bank statements?
Yes — as a PDF, a scan or a CSV. Each statement is proved against its own closing total before anything is posted, so a missing page or a doubled transaction is caught at the start of the month rather than at year-end.
How much does accounting software cost in Penticton?
The same everywhere in Canada: $10 per company per month, with a 30-day free trial and no per-transaction charge.
Do I need an accountant to use it?
No, though many Penticton businesses share the file with theirs. The year-end working papers are the ones an accountant expects, so handing the file over does not mean rebuilding it.
Nearby
Accounting software near Penticton
Also in Penticton
The rest of BooksAuto
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