Filing sales tax is a four part process. First, prepare your sales tax return in QuickBooks Online. Second, submit your return to the Canada Revenue Agency (CRA). Third, close your filing period in QuickBooks Online. Finally, record your payment to or refund from the CRA.
Step 1 - Prepare your return
Select Taxes from the left menu
Ensure Sales Tax is shown at the top. (Tip: If you use payroll in QuickBooks Online, you may need to select Sales Tax as opposed to Payroll Tax)
Next to Sales Tax at the top, find the tax agency associated with the return you'd like to prepare the return for using the drop-down
On the 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 just for your own requirements.
Review the lines of the sales tax return, with the balance owing (or refund due) at the bottom
To see individual transactions, select the dollar amount
To make an adjustment to a line on the sales tax return, select Adjust
Step 2 - Submit your sales tax return online
File your GST/HST return with the CRA
Before you can submit your GST/HST return online to the CRA, you must have your four-digit access code. The access code is printed on the electronic filing information sheet (Form GST34-3) or the personalized return (Form GST34-2) that you received in the mail.
In a different window, go to the CRA website listed on the form you received with your four-digit access code.
Enter your User ID and password.
Select Submit a return.
Choose the period that you want to file.
Copy the amounts from your QuickBooks Online return and paste them into your sales tax return in the CRA window.
After you fill in the online return, close the CRA window and go back to QuickBooks Online.
File your GST/HST and QST returns with Revenu Québec