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yessicka-liznick
Level 1

How do I record a GST/HST refund received from a previous year not recorded on Quickbooks Online?

 
4 Comments 4
Angelyn_T
Moderator

How do I record a GST/HST refund received from a previous year not recorded on Quickbooks Online?

Hi there, @yessicka-liznick. I can guide you on how to record a GST/HST refund from a previous year in QuickBooks Online (QBO).

 

In QuickBooks, you can record the refund through the Taxes page.

 

Here's how:

 

  1. Sign in to QuickBooks.
  2. Click on Taxes at the left pane, then Sales Tax.
  3. In the Filed section and locate the return you've received a refund for.
  4. Click the drop-down arrow to the far right and select Record refund.

  5. Enter the AmountDate, and Bank account then click Record refund to save.

 

For more tips about handling your sales taxes in QBO, you can open this article: File sales tax.

 

Feel free to leave a comment below if you have any other questions about tracking your GST/HST refund. I'm just a few clicks away to provide additional assistance. Wishing you a good one!

zalsmadi
Level 1

How do I record a GST/HST refund received from a previous year not recorded on Quickbooks Online?

I don't see any previously filed tax returns in my account. How do I input that I received the gst and qst refund from a previous year?

JW360
Level 1

How do I record a GST/HST refund received from a previous year not recorded on Quickbooks Online?

did you get the answer? 

GebelAlainaM
QuickBooks Team

How do I record a GST/HST refund received from a previous year not recorded on Quickbooks Online?

Are you looking to record a GST/HST refund from a previous year that hasn't been tracked in QuickBooks Online (QBO), @JW360? If so, I'll guide you through the steps below to help you get it sorted.

 

Here's how:

 

  1. Go to the Taxes menu and select Sales Tax.
  2. From the Filed section, locate the return you received a refund for.
  3. Click the drop-down arrow beside View summary and select Record refund.
  4. Enter the AmountDate, and Bank account, then click Record refund to save.

     

Also, you can check out this article for more details: File sales tax in QuickBooks Online.

 

If you need a report that lists the transactions included in each box on the GST/QST combined return in QuickBooks, you can run the GST/QST Detail Report or GST/HST Detail Report. Check out this article for guidance: Run a report in QuickBooks Online.

 

Feel free to post a comment below if you have any other questions or clarification about tracking your GST/HST refund. We're just a few clicks away to provide additional assistance.

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