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Spyglass9er
Level 1

How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?

 
8 Comments 8
Trish_T
QuickBooks Team

How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?

Hi john-casey2-outl,

 

Welcome to Community!  QuickBooks Self Employed makes generating your tax reports effortless.  I'd be happy to assist you with customizing your GST/HST report to quarterly.

 

To review your quarterly sales tax, follow these steps:

 

1. Open the Gear icon

2. Select Reports

3. Open Transaction Log

4. Choose the time frame, type of transactions and the email address where you'd like the report to be sent

That's it!

 

Here's a helpful article to have on hand for future reference:  Sales tax overview for QuickBooks Self Employed.

 

Feel free to reach back out if you have any other questions.  We'd be happy to help!

Spyglass9er
Level 1

How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?

Trish, there is no option for reports under the gear icon as per my screenshot.

Trish_T
QuickBooks Team

How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?

Hi Spyglass9er,

 

Thanks so much for providing the screenshot.  It's essential that you're able to get the reports you need in a timely fashion.  I'll be happy to steer you in the right direction so you can locate the GST/HST report.  Here's how:

 

1. Go the Reports and locate the desired report

2. Choose the time period from the dropdown

3. Select View or Download

4. Use the arrow icon ▼ to Print or Download

 

If you require additional assistance please contact QuickBooks Self Employed support, so they can work with you independently and help you reach your QuickBooks goal.

Spyglass9er
Level 1

How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?

Is this a human or a bot?

My question was "How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?"

Spyglass9er
Level 1

How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?

For anyone following this thread, after a very long chat session, I learned that you can't in fact change to annual reporting within the online software. Evidently, the techs can't make the change for me either.

MG581
Level 1

How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?

I'm trying to do the same thing! It's unbelievable that a quarterly tax report option in not available. WTF?!!

Heather103
Level 1

How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?

I can't believe I am unable to switch from quarterly GST to annual filing! 

 

This is about as unhelpful as it gets..

Trish_T
QuickBooks Team

How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?

Hi Heather103,

 

Thanks for joining us here.  I suggest reaching out to QuickBooks Self-Employed customer support.  They'll be able to work with you directly and assist with accomplishing your sales tax goals.  However, due to some product limitations, you may want to consider transferring your data to QuickBooks Online, so you can benefit from the many valuable features, and accomplish all of your daily bookkeeping tasks seamlessly.

 

Feel free to reach back out with other questions.  We would be happy to help!

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