Keep authorization beside the cost
The working file distinguishes approved scope, proposed changes and customer reimbursement terms. Labour, lodging, freight and subcontractor bills use the assignment reference. A reimbursable expense remains visible until the customer accepts it and the invoice is collected.
Saskatchewan PST treatment can differ between equipment, repairs, rentals, above-ground work and qualifying well services. We retain detailed supplier and customer descriptions instead of using one energy-services tax code. Unclear classifications are referred for confirmation before a return or final invoice is prepared.
A regional service example
Suppose a hypothetical inspection-support assignment has $32,000 of approved fees and $21,400 of direct costs. Its $10,600 contribution is before office overhead and financing. If $2,600 of those costs will only be reimbursed after separate approval, the cash plan records that condition rather than treating the claim as an immediate receipt.
Control the subcontractor payment file
We keep work approvals, invoices and the relevant WCB documents together. A Saskatchewan letter of good standing is different from the clearance requested after work is complete and before payment. Monthly reviews highlight missing documentation and unpaid customer balances so a profitable assignment does not quietly strain the operating account.
Questions about this work
Can you track projects outside Saskatchewan?
Yes. We retain the actual work location, contract terms and cost records so projects can be reported separately and the applicable provincial tax questions reviewed.
Are all energy-related services taxed alike?
No. We retain the facts needed to assess the specific service, equipment and location under the applicable rules.
Put this into practice
Sources and current guidance
A practical next step
Bring the records you have.
We can identify missing information, agree on the scope and organize the next bookkeeping step.
Request a bookkeeping review