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mccrory1972
Level 1

How do I input a cheque received from an HST refund?

 
1 Comment 1
JamesM4
QuickBooks Team

How do I input a cheque received from an HST refund?

Hello mccrory1972,

 

Thanks for reaching out to us here. I'll be happy to show you how to enter a tax refund in QuickBooks so you can get back to doing what you enjoy. 

 

Here are the steps to follow in order to record a tax refund in QuickBooks:

 

  1. Navigate to your Sales Tax menu, click on the Filings tab and select Filed from the All returns drop-down.
  2. Select Record refund to record a refund from the CRA.

    Tip: Select Payment if the number is positive, and Refund if the number is negative.
     
  3. Select the appropriate Payment type.
  4. Enter the Payment date, or the date on which you paid the CRA or Revenu Québec.
  5. Optional: Use the Memo field to include anything you want to remember about this payment or refund.
  6. Once you make the payment, you'll see it in your Account History under the date you recorded the payment.

Upon following the steps above, I encourage you to check out this article for more info pertaining to sales tax in QBO. 

 

Let me now if this info helps. I'm here to help steer you in the right direction. 

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