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Experienced Member

HST Quarterly Report for filing from Quick Books self employed

How do I generate a HST quarterly report for filing. 

6 Comments
QuickBooks Team

Re: HST Quarterly Report for filing from Quick Books self employed

Hi LAKing,

 

Good to hear from you again. QuickBooks Self-Employed makes it easy to generate tax reports. Don't worry, I'll show you how you can generate one on your end. Before you start, it's important to make sure you've set up sales tax on your account. If not, here are the steps: 


    1. Tap the gear icon.
    2. Select Your work info.
    3. Tap Sales Tax.
    4. Toggle Apply sales tax if you wish to apply sales tax to transactions.
    5. Select the appropriate province from the drop down menu.
        If you don't offer a service and don't sell goods, select Alberta.
    6. Once selected, the sales tax for that specific province will auto-populate.
    7. Select how you want to charge sales tax:

  • Exclusive of sales tax means the price of your items or services doesn’t include sales tax and sales tax will be added to the item amount.
  • Example: John charges $50 for each lawn he mows. Because he’s registered for GST and his prices exclude GST, he charges an additional 5% (the Canadian GST rate). Therefore, $2.50 is added as GST, so his client pays a total of $52.50.
  • Inclusive of sales tax means the price of your items or services already includes sales tax.
  • Example: John charges $50 for each lawn he mows, and GST is already included.  This means John’s customer pays a total amount of $50. John keeps $47.50, and $2.50 is charged as GST.

    8. Tap Turn On Sales Tax.
 

To do this, please follow the steps below:  

 

  1.     Tap the gear icon.
  2.     Tap Reports.
  3.     Select Transaction Log.
  4.     Choose your time frame, type of transaction and enter the email address where you'd like the report sent  

For more information, I encourage you to check out this helpful article here. The article will give you an overview of how the sales tax works in QuickBooks Self-Employed. 

 

 

 

Experienced Member

Re: HST Quarterly Report for filing from Quick Books self employed

I do not have that option under my gear icon. 

I am in Self Employed. 

Here is a screen grab: 

Screen Shot 2019-06-25 at 4.08.56 PM.png

Experienced Member

Re: HST Quarterly Report for filing from Quick Books self employed

And I have my sales tax set up but the HST collected is not showing up in the profit and loss statement and nor are expenses. 

QuickBooks Team

Re: HST Quarterly Report for filing from Quick Books self employed

Thanks for letting me know, Laurie. If you look at your left navigation menu, you should see an option which says Reports. From there, you can generate a Sales Tax Summary. Give this a try and let me know if it helps. Keep in mind you'd have to enable the Sales tax option on your account before you can generate any tax related reports. Let me know if you have questions. 

Experienced Member

Re: HST Quarterly Report for filing from Quick Books self employed

Again, I've added my HST # so that's done and checked several times.... 

 

Here is a screen grab. 

Still showing $0.00 taxes and so I am manually adding it now... painful 

this is not what I signed up for. 

Very disappointing. 

QuickBooks Team

Re: HST Quarterly Report for filing from Quick Books self employed

I can see how that can become tedious and time-consuming. I want to make sure this is straightened out for you in order to avoid any hassles. I encourage you to reach out to the Self-Employed using this link here. Let me know if you have questions.