## 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.

# SK PST Returns

Zoho Books helps you file and record your SK PST returns for your business in Canada. Saskatchewan provincial sales tax returns are generated according to the lines specified in the Saskatchewan Ministry of Finance return filing form.

## Setting Up Tax Returns

To configure SK PST 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 _Saskatchewan_ 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 SK PST return should be generated.
    *   **Report Basis:** Choose either _Accrual_ or _Cash_ as the tax basis.
*   Click **Save**.

Your SK PST tax return settings are now configured.

* * *

## Generating Your Tax Return

After configuring your SK PST 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 **SK PST Returns**.
*   Click **Generate SK PST Returns**.

Your tax return will be generated and listed on the _SK PST 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/saskatchewan-tax/currency-tax-rates.png)

### Adjustments in SK PST Tax Returns

The SK PST 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 **SK PST 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/saskatchewan-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/saskatchewan-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 SK PST 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 SK PST return.

To include unfiled transactions from a previous period:

*   Go to **Filing & Compliance** on the left sidebar, and select **SK PST Returns**.
*   Click the unfiled tax return.
*   In the return detail 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/saskatchewan-tax/include-previous-tax-rates.png)

### View SK PST Returns

To view returns:

*   Go to **Filing & Compliance** on the left sidebar, and select **SK PST Returns**.

The _SK PST Returns_ page displays two tabs — **Unfiled SK PST 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/saskatchewan-tax/view-tax-return.png)

**Note:** You can only generate a new SK PST return after filing the previous return.

### Delete SK PST Return

To delete a return:

*   Go to **Filing & Compliance** on the left sidebar, and select **SK PST 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/saskatchewan-tax/delete-tax-return.png)

### Mark SK PST 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 SK PST return as filed. Here’s how:

*   Go to **Filing & Compliance** on the left sidebar, and select **SK PST Returns**.
*   In the _SK PST 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/saskatchewan-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/saskatchewan-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 **QST 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**.

![Print Tax Return](/ca/books/help/images/canada-tax/saskatchewan-tax/print-tax-return.png)

### Export Tax Returns

To export a tax return as a PDF:

*   Go to **Filing & Compliance** on the left sidebar, and select **SK PST Returns**.
*   Click the return you want to export.
*   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** drop-down and enter the necessary details.
*   Click **Export**.

![Print Tax Return](/ca/books/help/images/canada-tax/saskatchewan-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/sk-pst-return.html#tax-payments-tab)
*   [From a Bank Account](/ca/books/help/canada-tax/sk-pst-return.html#bank-account)
*   [By Recording a Claim](/ca/books/help/canada-tax/sk-pst-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 SK PST 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/saskatchewan-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/saskatchewan-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/saskatchewan-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/saskatchewan-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.

* * *

## Payment History

You can view, edit and delete payments made in the payment history for the SK PST 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/saskatchewan-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/saskatchewan-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/saskatchewan-tax/delete-tax-payment.png)