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Level 1

GST/HST return filing

I'm trying to file my December 31, 2019 (last year) gst/hst return, but the sale tax area only gives me the option to file for 2020. When I first started using qbo, i had the various fiscal years available to file. How do I get the 2019 tax year showing as unfiled? QBO shows the next to file is 2020.

Solved
Best answer February 03, 2020

Best Answers
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QuickBooks Team

GST/HST return filing

Hi there, 

 

It's important your get the assistance you need with recording your returns in QB Online. 

 

If you've filed you taxes before, you can manually change the filing date and I'll show you how. To do this, click the Taxes tab on the left menu > Sales Tax > Prepare Return and adjust the dates accordingly. Based on what you've described, you may also want to take a look at your filing frequency and make sure it aligns with your business. 

 

Note: Your filing frequency can differ between your federal and provincial return. Make sure you're editing the right filing frequency.

  1.     Select Taxes from the left menu.
  2.     Select Sales Tax at the top.
  3.     Click on Manage Sales.
  4.     On that page, click the drop-down arrow beside Add Rate.
  5.     Select Edit Agency Settings.      

Try the steps above and let me know how you make out. In case you have other questions, feel free to contact our support team using this link here

View solution in original post

6 Comments
Highlighted
QuickBooks Team

GST/HST return filing

Hi there, 

 

It's important your get the assistance you need with recording your returns in QB Online. 

 

If you've filed you taxes before, you can manually change the filing date and I'll show you how. To do this, click the Taxes tab on the left menu > Sales Tax > Prepare Return and adjust the dates accordingly. Based on what you've described, you may also want to take a look at your filing frequency and make sure it aligns with your business. 

 

Note: Your filing frequency can differ between your federal and provincial return. Make sure you're editing the right filing frequency.

  1.     Select Taxes from the left menu.
  2.     Select Sales Tax at the top.
  3.     Click on Manage Sales.
  4.     On that page, click the drop-down arrow beside Add Rate.
  5.     Select Edit Agency Settings.      

Try the steps above and let me know how you make out. In case you have other questions, feel free to contact our support team using this link here

View solution in original post

Highlighted
Level 2

GST/HST return filing

I have same problem.

I'm trying to file my annual GST/HST return for 2019

There seems to be no way to do this. The only open return is for 2020 which I will file in 2021.

Attached is the screenshot.

Highlighted
Level 1

GST/HST return filing

Click the button on bottom right to file return. Then you can change the dates at the top to match your reporting period.

Highlighted
Level 7

GST/HST return filing

Hey Caroline,

 

The sales tax centre is an insightful hub, which streamlines the way you file your taxes. QuickBooks Online tracks each transaction in the background to provide you with consistent and accurate returns, saving you time and money. By default, this is forward-looking to give you an overview of the next return to file. If you've already marked a return as filed, this will always be the period immediately following that one. If you've never marked a return as filed, the system will try to show you the most relevant/current one. You can easily edit the start and end dates after clicking on Prepare return to file for the required period. 

 

Let me know how this goes!

Highlighted
Level 1

GST/HST return filing

AndreB

I saw another post on how to enter an installment so it appears on Line 110.  I am switching from Sage 50 to QuickBooks Online and I replied to your message asking how to get an existing balance into the GST/HST Suspense account.  Another person (JamesM) answered my question by saying that the only way to get the amount into that account was to follow your instructions or to ask our accountant for another way to do it.  The only problem is that QuickBooks Online won't let me change the filing date to a date prior to the beginning of the new fiscal year.  I want the installment to be available to pay the amount owing for the previous fiscal year.  The previous year's GST was already netfiled by the accountant during this fiscal year so it is not reflected in the opening balances of the accounts from Sage 50.  Is there any way to change the filing date in QuickBooks on an installment that was previously made when I was using Sage 50?  I have not marked any returns as filed yet.

Highlighted
QuickBooks Team

GST/HST return filing

Hello gracemah,

 

I can see how important this is to you and I want to make sure you're able to get this sorted out so you can balance your books accordingly. I know accuracy in sales tax calculations saves you from running into trouble later during or after filing.

 

Generally speaking, QuickBooks Online and the way its filing system works operate in a linear fashion. Typically when you're unable to change a date to something earlier, that means you've already filing for that period or after that period. I see you mentioned that you haven't filed anything yet, and the reason you're unable to change the date is because when it comes to instalments, the program works a bit differently.

 

QuickBooks Online allows sales tax instalments to be entered based on the first period set up in the sales tax settings in the program. For instance, if I set up sales tax in my account today and mark my first period as July, I won't be able to enter instalments for any months prior to that. Since the setup doesn't ask for a year, the program will always default to the current year.

 

This limitation is where an accountant comes in handy. They may be able to work out another way to enter this data so it reflects on your sales tax calculations, especially if the accountant is also QuickBooks-savvy. I see André shared about the My Accountant tab on the other post you mention. As he highlights, it's a great option for inviting an accountant as a user to be able to look at and work with your books. The Find a pro to help button is also a great asset for when you don't have someone you're working with already.

 

Feel free to share your thoughts and comments about the instalment and sales tax feature by following the steps here: How do I submit feedback? This helps our developers know what users are looking for as QuickBooks continues to grow to meet the needs of business bookkeeping.

 

I hope that helps explain things. I'll be here should you have more questions.