BKP’G - GST/HST Workflow - QBO Sales Tax Module - Filing GST/HST Rep A Client - November 2024

About this template

This template has step-by-step team instructions for using the QBO sale tax module and Nefiling the GST/Hst. The client tasks include reminding them to pay the amount owed, but if your firm pays the taxes, change the task from the client to the team. There is email copy in the description area of the Preparing/Validating GST/HST task section if you want to send an email rather than use the client task. The P&L sales often do not match the tax module sales amount. Here is an article that may help troubleshoot the problems. https://cloudaccountingtemplates.com/blog-sassy/canadian-qbo-sales-tax-codes?rq=qbo

Work type: Tax

Location: Canada

Client industry: Generic

This template includes

4 tasks
3 client tasks

Team Tasks

Preparing/Validating GST/HST

Bookkeeper

Run Detail By Tax Code Report - Tax applied correctly? Correct if not.

Run Custom GST/HST Reports. Upload to Firm Controlled Folder. Leave Open in Tab.

Taxes, Sales Tax. Choose The Tax Agency Associated With The Return To Prepare The Return For Using The Drop-down.

Returns tab, Select Prepare Return Beside The Next Return You Need To File.

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.

Review The Lines Of The Sales Tax Return, With The Balance Owing (Or Refund Due) At The Bottom.

Send email: RPT'G - NEEDS DETAILS - End Of [Period] Report With Tax Information.

Client Has Approved Filing

	Client Tasks Client Tasks
	Please download, review and either approve (check off task here) or contact us with concerns, question and/or changes

Client Tasks Client Tasks

Please download, review and either approve (check off task here) or contact us with concerns, question and/or changes

Team Tasks

Filing GST/HST Rep A Client

Bookkeeper

Click Submit GST/HST Return

Add Reporting Dates

Copy Collected From Email Sent To Client, ITCs & Owing, Confirm & Save

PDF Confirmation - Upload to Shared Client Folder

Send email: Your Sales Tax has been filed

Client Tasks Client Tasks

Your sales tax has been filed, please download this report and put it somewhere secure

Please pay the amount owing before or on the last day of this month

Team Tasks

Close Sales Tax Period

Bookkeeper

On The Prepare Sales Tax Return Page, Select Mark As Filed. Select Continue

PDF The Quickbooks Sales Tax Return. Upload To Firm Controlled Client Folder

QBO - Record A Payment To Or Refund From The CRA

Bookkeeper

Choose Filed From The All Returns Drop-down

Select Record Payment From The Drop-down In The Action Column

Select The Appropriate Payment Type

Enter The Payment Date, Or The Date Which You Paid The CRA

	Team Tasks
	Filing GST/HST Rep A Client	Bookkeeper
	LogIn To Rep A Client. Add The Client's BN to Access Their Centre
	Click Submit GST/HST Return
	Add Reporting Dates
	Copy Collected From Email Sent To Client, ITCs & Owing, Confirm & Save
	PDF Confirmation - Upload to Shared Client Folder
	Send email: Your Sales Tax has been filed