## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ca/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# GST/HST Returns

Zoho Books helps you in filing and recording your GST/HST returns for your business based out of Canada. GST/HST Return report is generated with respect to the lines that are given in the Canada Revenue Agency’s GST/HST return filing form.

## Setting Up Tax Returns

To configure GST/HST tax return settings in Zoho Books:

*   Go to **Settings**.
*   Select **Taxes** under _Taxes & Compliance_.
*   Select **Tax Return Settings** on the left sidebar.
*   Click **\+ New Tax Return Settings**.
*   In the _New Tax Return Settings_ page, fill in the following details:
    *   **Jurisdiction Tax/State:** Select _Canada_ from the dropdown.
    *   **Reporting Period:** Select the reporting period as _Monthly_, _Quarterly_, or _Yearly_.
    *   **Tax Fiscal Year**: Select the fiscal year for which you want to generate the tax return.
    *   **Tax Return Start Date:** Set the date from which your first GST/HST return should be generated.
    *   **Report Basis:** Choose either _Accrual_ or _Cash_ as the tax basis.
*   Click **Save**.

Your GST/HST tax return settings are now configured.

* * *

## Generating Your Tax Return

After configuring your GST/HST tax return settings, you can generate a return directly from Filing & Compliance. Here’s how:

*   Go to **Filing & Compliance** on the left sidebar, and select **GST/HST Returns**.
*   Click **Generate GST/HST Returns**.

Your tax return will be generated and listed on the _GST/HST Returns_ page.

* * *

## Tax Return Details

Click the numbers in the boxes to see detailed information for each entry. This lets you dive deeper into the data shown in the lines.

![Tax Rate Details](/ca/books/help/images/canada-tax/gst-hst-tax/currency-tax-rates.png)

### Adjustments in GST/HST Returns

The GST/HST returns allows you to record adjustments in the corresponding lines of your tax return. Here’s how:

*   Go to **Filing & Compliance** on the left sidebar, and select **GST/HST Returns**.
*   Click the tax return you want to adjust.
*   In the return detail page, click **Adjust** next to the line item you want to adjust.

![Setting Up Tax Returns](/ca/books/help/images/canada-tax/gst-hst-tax/adjust-tax-rate.png)

*   In the pop-up, fill in the following fields:
    *   **Date:** Choose the date when the adjustment was recorded. The current date is selected by default.
    *   **Reference#:** Enter the reference number if applicable.
    *   **Amount:** Enter the adjustment amount.
    *   **Account:** Select an account where this adjustment will be recorded.
    *   **Reason:** Enter the reason for recording this adjustment.

![Adjustments - Pop-up](/ca/books/help/images/canada-tax/gst-hst-tax/adjust-pop-up.png)

*   Click **Adjust**.

Now, the amount in the tax return will be adjusted accordingly.

### Include Previous Transactions

Sometimes, you may need to record a transaction for a previous GST/HST return period, even if that return has already been filed. You can do this by recording the transaction with the previous date and including it in your current GST/HST return.

To include unfiled transactions from a previous period:

*   Go to **Filing & Compliance** on the left sidebar, and select **GST/HST Returns**.
*   Click the unfiled tax return.
*   In the return details page, check the option **Include unfiled transactions**.

Any unfiled transactions from previous tax periods will be included in this tax return.

![Include Previous Transactions](/ca/books/help/images/canada-tax/gst-hst-tax/include-previous-tax-rates.png)

### View GST/HST Returns

To view returns:

*   Go to **Filing & Compliance** on the left sidebar, and select **GST/HST Returns**.

The _GST/HST Returns_ page displays two tabs — **Unfiled GST/HST Returns** and **All Filings** — so you can quickly view returns by their filing status. The _Status_ column shows whether a return has been filed, and the _Balance Due_ column indicates the amount you need to pay or claim for each return.

![View Tax Return](/ca/books/help/images/canada-tax/gst-hst-tax/view-tax-return.png)

**Note:** You can only generate a new GST/HST return after filing the previous return.

### Delete GST/HST Return

To delete a return:

*   Go to **Filing & Compliance** on the left sidebar, and select **GST/HST Returns**.
*   Click the dropdown next to the tax return you want to delete, and select **Delete**.

![Delete Tax Return](/ca/books/help/images/canada-tax/gst-hst-tax/delete-tax-return.png)

### Mark GST/HST Return as Filed

**Warnings:**

*   Once marked, the transactions for the current tax period cannot be edited.
*   Tax Return cannot be filed before the end of the reporting period

After filing your tax returns with the tax agency you can mark your GST/HST return as filed. Here’s how:

*   Go to **Filing & Compliance** on the left sidebar, and select **GST/HST Returns**.
*   In the _GST/HST Returns_ page, click the tax return you want to mark as filed.
*   In the return detail page, click **Mark As Filed**.

![Mark Tax Return as Filed](/ca/books/help/images/canada-tax/gst-hst-tax/mark-as-filed.png)

*   In the pop-up, choose the **Date of Filing** based on your preference.

![Setting Up Tax Returns](/ca/books/help/images/canada-tax/gst-hst-tax/mark-as-filed-pop-up.png)

*   Click **OK** to confirm.

Now, the tax return will be marked as filed.

### Print Tax Returns

To print tax returns:

*   Go to **Filing & Compliance** on the left sidebar, and select **GST/HST Returns**.
*   Click the tax return you want to print.
*   Select the **Print** icon at the top right corner of the page.
*   In the _Preview_ pop-up, verify the document, and click **Print**.

### Export Tax Returns

To export a tax return as a PDF:

*   Go to **Filing & Compliance** on the left sidebar, and select **GST/HST Returns**.
*   Click the return you want to export.
*   In the return details page, click the **PDF** icon at the top right corner of the page.
*   In the _Export Report as PDF_ pop-up:
    *   If you want to protect the file with a password, check the option **I want to protect this file with a password**.
    *   If you want to customize the format of the export, click **Customize the details in the export file** dropdown and enter the necessary details.
*   Click **Export**.

![Print Tax Return](/ca/books/help/images/canada-tax/gst-hst-tax/export-tax-return.png)

### Record Tax Payments

You can record tax payments in three ways:

*   [Directly from Tax Payments](/ca/books/help/canada-tax/gst-hst-return.html#tax-payments-tab)
*   [From a Bank Account](/ca/books/help/canada-tax/gst-hst-return.html#bank-account)
*   [By Recording a Claim](/ca/books/help/canada-tax/gst-hst-return.html#record-claim)

#### Directly from Tax Payments

**Prerequisite:** Ensure you have a bank account configured in your Zoho Books organization for recording and making payments.

Once you mark your GST/HST return as _Filed_, you can record the payment for the tax. Here’s how:

*   Go to **Filing & Compliance** on the left sidebar, and select **Tax Payments**.
*   Under the _Tax Dues_ tab, hover over any of the due taxes, and click **Record Payment**.

![Record Tax Return](/ca/books/help/images/canada-tax/gst-hst-tax/tax-payment.png)

*   In the _Record Tax Payment_ pop-up, fill in the following fields:
    *   **Paid Through:** Select the bank account you want to use for the tax payment.
    *   **Amount Payable:** The full amount is taken by default, but you can modify it as needed.
    *   **Payment Date:** The current date is selected by default, but you can modify it as needed.
    *   **Reference Number:** Enter a reference number if required.
    *   **Description:** Add a description if needed.
*   Click **Save**.

Now, your payment for the due tax will be recorded.

#### From a Bank Account

To record a tax payment from a bank account:

*   Go to _Banking_ on the left sidebar, and select a bank account you want to use for the payment.
*   In the following page, click **Add Transaction** at the top right corner of the page and select **Tax Payment** from the drop-down.

![Record tax Payment - Bank](/ca/books/help/images/canada-tax/gst-hst-tax/record-tax-payment-bank.png)

*   In the right sidebar that appears, select the **Tax Return Type** from the dropdown and select the **Filing Date** from the other dropdown.
*   Now, fill in the following fields:
    *   **Amount Paid:** This field will be auto-filled with the amount due. Adjust if necessary.
    *   **Payment Date:** This field will also be auto-filled with the current date. Change if needed.
    *   **Reference Number:** Enter a reference number if needed.
    *   **Notes:** Add any relevant notes.
*   Click **Save**.

![Record-Bank-2](/ca/books/help/images/canada-tax/gst-hst-tax/record-tax-payment-bank-2.png)

Now, the payment will be recorded for the tax due from the selected bank account.

#### By Recording a Claim

In Zoho Books, you can claim a refund or credit for overpaid taxes, tax exemptions, or rebates. Here’s how:

*   Go to **Filing & Compliance** on the left sidebar, and select **Tax Payments**.
*   Under the _Tax Dues_ tab, hover over any of the due taxes, and click **Record Claim**.

![Record Claim](/ca/books/help/images/canada-tax/gst-hst-tax/record-tax-payment-claim.png)

*   In the pop-up, fill in the following fields:
    *   **Deposit To:** Select the account where the amount will be deposited.
    *   **Payment Date:** Choose the payment date.
    *   **Reference Number:** Enter a reference number if necessary.
    *   **Description:** Add a description if needed.
*   Click **Save**.

Now, your payment for the due tax will be recorded.

**Note:** You can record an instalment payment for GST/HST Tax Returns annually.

* * *

## Payment History

You can view, edit and delete payments made in the payment history for the GST/HST returns you’ve filed.

### View Payment History

To view payment history:

*   Go to **Filing & Compliance** on the left sidebar, and select **Tax Payments**.
*   Click the _Payment History_ tab at the top of the page.

Now, you can view all the payments made for due taxes.

![View Payment History](/ca/books/help/images/canada-tax/gst-hst-tax/view-payment-history.png)

### Edit Payments

To edit a payment:

*   Go to **Filing & Compliance** on the left sidebar, and select **Tax Payments**.
*   Click the _Payment History_ tab at the top of the page.
*   Hover over the payment you want to edit and select it.
*   In the pop-up, edit the necessary payment details.
*   Click **Save**.

![Edit Payments](/ca/books/help/images/canada-tax/gst-hst-tax/edit-payment-history.png)

### Delete Recorded Payments

To delete payments:

*   Go to **Filing & Compliance** on the left sidebar, and select **Tax Payments**.
*   Click the _Payment History_ tab at the top of the page.
*   Hover over the payment you want to delete and click the **Delete** icon.
*   In the following pop-up, click **OK**.

Now, the tax payment will be deleted.

![Print Tax Return](/ca/books/help/images/canada-tax/gst-hst-tax/delete-tax-payment.png)