Sales on HST Return

Hi there, 

Welcome to the QuickBooks Online family. I'll be happy to help steer you in the right path so you can get ahead with your work.

The GST reports calculates sales/revenue differently from the Profit and Loss. I encourage you to check the transactions included on your report. Here's how: 

1. Select Taxes from the menu on the left and click Sales Tax at the top.
2. Go to the Action column on the right and click the black drop down arrow next to Prepare return.
3. Select View summary.
4. Click the amount under the Total column for Line 101 Sales and other revenue. This will pull a detail report of all the transactions that make up line 101 on the return.

You can compare this detail report to your income reports to see which transactions are causing the difference.

Another tool that can help out here is the Transactions without sales tax report. To access it:

1. Go to the Sales Tax page.
2. On the right hand side, click the View Reports drop down.
3. Select Transactions without sales tax.
4. If needed, adjust the date range for the report and click Run report.

This will show you all transactions for the time period that either don't have a sales tax code or are marked Out of Scope. Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby.

Hi JamesM,

"Click the amount under the Total column for Line 101 Sales and other revenue. This will pull a detail report of all the transactions that make up line 101 on the return."

I was able to get the The Receiver General Summary  Report and  there's no link to the Sales and other revenue or the Total. I am not able to pull the detail report. 

Hello jovill,

Thanks for following up and for giving those steps a try. I want to make sure that you're able to see the sales tax details you need so you can make sense of the numbers in your books. I'll help you find a detail report that can show you the transactions making up your return.

In addition to the above steps for accessing sales tax reports, you can also access themright from the Reports Centre. I can show you how you can bring up the GST/HST Detail Report in that area, which I think will be a helpful report for you. Here are the steps.

1. Select Reports from the left menu.
2. Scroll to the Sales tax section.
3. Click the GST/HST Detail Report option to run the report.
4. To change the Report Period, select from the drop down or change the dates manually, then click Run report.

You should now see a detailed list of transactions grouped by the line they're attributed to on the return. Feel free to check out the Customize reports in QuickBooks Online article to learn more customization options.

If you're still not seeing the details you're looking for, I recommend getting in touch with support to have a one-on-one conversation with one of our agents. That way, you'll be able to share what's happening as it's happening and get back on track more quickly. Here are the support options.

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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Wishing you the best!

Thanks a lot for all your help.

You're welcome. I hope you enjoy your weekend. :)