About this template
Work type: Tax
Location: Canada
Client industry: Generic
This template includes
- 5 tasks
- 3 client tasks
Before we generate that file, please let us know more about you.
Work type: Tax
Location: Canada
Client industry: Generic
This template includes
Team Tasks | ||
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Preparing/Validating GST/HST |
Bookkeeper
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Run Detail By Tax Code Report - Tax applied correctly? Correct if not. |
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Run Custom GST/HST Reports. Upload to Firm Controlled Folder. Leave Open in Tab. |
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Taxes, Sales Tax. Choose The Tax Agency Associated With The Return To Prepare The Return For Using The Drop-down. |
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Returns tab, Select Prepare Return Beside The Next Return You Need To File. |
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Check The Dates Populated In The Start Date And End Date Fields Note: Quickbooks Online Automatically Adds The Dates Of Your Most Recent Sales Tax Period, Based On The Payment Schedule For The Cra. If Necessary, You Can Change Them, But Remember That Your Payment Schedule Is Set By The Cra. You Can't Change The Dates, They Are Just For Your Own Requirements. |
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Review The Lines Of The Sales Tax Return, With The Balance Owing (Or Refund Due) At The Bottom. |
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Download filing report and add to client approval task and upload to shared client folder |
Bookkeeper
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Client Tasks Client Tasks | ||
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Please download, review and either approve (check off task here) or contact us with concerns, question and/or changes |
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Team Tasks | ||
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Filing GST/HST Using Netfile |
Bookkeeper
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Open GST/HST Netfile |
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Click Ready To File, Then Continue |
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Add BN And The Client Access Code |
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Add Reporting Dates |
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Select Checkboxes If Any Apply, Click Next |
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Copy Collected From QBO Report (final client approved one), ITCs & Owing, Confirm & Save |
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Download Confirmation Report - Upload To Shared Client Folder |
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Close Sales Tax Period |
Bookkeeper
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On The Prepare Sales Tax Return Page, Select Mark As Filed. Select Continue |
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PDF The Quickbooks Sales Tax Return. Upload To Firm Controlled Client Folder |
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QBO - Record A Payment To Or Refund From The CRA |
Bookkeeper
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Choose Filed From The All Returns Drop-down |
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Select Record Payment From The Drop-down In The Action Column |
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Select The Appropriate Payment Type |
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Enter The Payment Date, Or The Date Which You Or The Client Paid The CRA |
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Client Tasks Client Tasks | ||
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Your sales tax has been filed, please download this report and put it somewhere secure |
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Please pay the amount owing before or on the last day of this month |
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