About this template
Work type: Tax
Location: Canada
Client industry: Generic
This template includes
- 3 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 |
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Run P&L. Upload to Firm Controlled Folder (if not already uploaded). Leave Open in Tab. |
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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. Line 1: GST/HST Payable Account - debit collected, Line 2: GST/HST Payable Account - credit ITCs, Line 3: Accounts Payable (Receivable) - add in name of vendor (Receiver General) |
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Open Recurring GST/HST Reallocate Journal Entry - Name example: Q2 2021 HST to AP |
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Correct Entry Date, Name Journal Entry - Name example: Q2 2021 HST to AP |
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Copy/Paste Total Taxable Income In Memo Line |
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Copy/Paste Collected, ITCs and Owing Balance). Save Only (Not Close & Save/New). |
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Opening Balance is Not Zero? Investigate & Add Adjustment to Collected or ITCs. |
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Opening Balance is Not Zero? Investigate & Add Adjustment to Collected or ITCs. |
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Attach P&L and GST/HST Report to JE |
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Refresh GST/HST Report. Run P&L. Upload to Firm Controlled Folder - Should now be zero'd out |
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Refresh GST/HST Report. Run P&L. Upload to Firm Controlled Folder - Should now be zero'd out |
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Send email: RPT'G - NEEDS DETAILS - End Of [Period] Report With Tax Information. |
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Screen Shot Of JE. Upload Screen Shot to Firm Controlled Folder. Attach to JE. |
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Screen Shot Of JE. Upload Screen Shot to Firm Controlled Folder. Attach to JE. |
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Close & Save JE. |
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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 |
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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 Email Sent To Client, ITCs & Owing, Confirm & Save |
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PDF Report - Upload To Shared Client Folder |
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Close Sales Tax Period |
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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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