About this template
Work type: Bookkeeping
Location: Canada
Client industry: Generic
Version: 1 (Latest)
This template includes
- 7 tasks
PST Filing (Quarterly)
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| Team Tasks | ||
|---|---|---|
| Pre-Filing Prep |
Bookkeeper
|
|
| Confirm PST filing period (monthly / quarterly / annual) | ||
| Confirm PST account number + login access | ||
| Verify filing deadline | ||
| Confirm whether client files online via eTaxBC | ||
| Gather & Review Data |
Bookkeeper
|
|
| Pull sales data for the PST period (QBO / POS / Invoicing system) | ||
| Identify taxable vs exempt sales | ||
| Confirm correct PST rates applied (7%, 12%, etc) | ||
| Review purchase invoices PST self-assessments (if applicable) | ||
| Confirm any PST paid at source (supplier already charged PST) | ||
| Reconciliation & Accuracy Check |
Bookkeeper
|
|
| Reconcile PST collected to sales reports | ||
| Reconcile PST payable account in QBO | ||
| Investigate and resolve discrepancies | ||
| Confirm prior-period adjustments or credits (if any) | ||
| Prepare PST Return |
Bookkeeper
|
|
| Calculate total PST collectible | ||
| Calculate PST owing (or refund/credit) | ||
| Prepare PST figures for filing | ||
| Save working papers / calculations to client folder | ||
| File PST Return |
Bookkeeper
|
|
| Log in to eTaxBC | ||
| Complete PST return for filing period | ||
| Review before submission | ||
| Submit PST return | ||
| Download/save confirmation receipt | ||
| Notify client that PST has been filed | ||
| Payment (If applicable) |
Bookkeeper
|
|
| Confirm payment method (client paid / bookkeeper paid on behalf) | ||
| Schedule or submit PST payment once client approves payment | ||
| Save proof of payment | ||
| Confirm payment cleared | ||
| Post-Filing Cleanup |
Bookkeeper
|
|
| Record PST payment in QBO (or other software) | ||
| Clear PST payable balance (if applicable) | ||
| Upload filing confirmation + receipt to client records | ||
| Update internal tracking log | ||
| Flag any issues, adjustments, or risks | ||
| Note next filing deadline | ||