## 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 enable tax returns in Zoho Books, configure the tax return settings first. Here’s how:

*   Go to **Settings**.
*   Select **Taxes** under _Taxes & Compliance_.
*   Click **Tax Returns Settings** on the left sidebar.
*   Hover over _Goods and Services Tax (GST)/ Harmonized Sales Tax Return_, and click **Configure**.

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

*   In the pop-up, enter the following details:
    *   **Tax Agency:** Select the tax agency from the dropdown.
    *   **Reporting Period:** Select the reporting period as either _Monthly_, _Quarterly_, or _Yearly_.
    *   **Tax Fiscal Year:** Choose the fiscal year from the dropdown for filing your tax returns.
    *   **Tax Fiscal Year:** Choose either _Accrual_ or _Cash_ as the tax basis based on your preference.
    *   **Generate First Tax Return From:** Set the specific date for the first tax return based on your organization’s fiscal year.

![Pop-up - Setting Up ](/ca/books/help/images/canada-tax/gst-hst-tax/tax-return-settings.png)

*   Click **Save**.

Now, your tax return is configured.

* * *

## Generating Your Tax Return

Generating your first tax return in Zoho Books is simple. After configuring the GST/HST tax return, you can easily generate a tax return. Here’s how:

*   Go to **Settings**.
*   Select **Taxes** under _Taxes and Compliance_.
*   Hover over _Goods and Services Tax (GST)/ Harmonized Sales Tax (HST) Return_ and click **Go to Return>**.
*   You will be redirected to the _GST/HST Returns_ page, which is also accessible from the left sidebar under _Tax Returns_.
*   Click **Generate GST/HST Tax Return**.

Now, your tax return will be generated, which can be viewed or downloaded if necessary.

![Generating Your First Tax Return](/ca/books/help/images/canada-tax/gst-hst-tax/generate-tax-return.png)

* * *

## 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 _Tax Returns_ on the left sidebar, and select **GST/HST Return**.
*   Hover over and select the tax return.
*   In the following page, click **Adjust** for the tax you want to make adjustments for.

![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 previous transactions during filing:

*   Go to _Tax Returns_ on the left sidebar.
*   Select **GST/HST Return**.
*   Hover over and select the unfiled tax return.
*   On the next page, check the option **Include previous period’s unfiled transactions**.
*   Click **OK** in the pop-up to confirm.

Now, 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 _Tax Returns_ on the left sidebar.
*   Select **GST/HST Return**.

Now, in this page, you can view all the GST/HST returns that have been recorded.

The _Status_ shows if you have filed your GST/HST return and the _Balance Due_ indicates the amount you need to pay or claim for your 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 _Tax Returns_ on the left sidebar.
*   Select **GST/HST Return**.
*   In the _GST/HST Returns_ page, hover over the tax return you want to delete, and click **Delete** from the dropdown.

![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 _Tax Returns_ on the left sidebar, and select **GST/HST Return**.
*   In the _GST/HST Returns_ page, select the tax return you want to file.
*   In the following 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 _Tax Returns_ on the left sidebar.
*   Select **GST/HST Returns**.
*   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/gst-hst-tax/print-tax-return.png)

### Export Tax Returns

To export tax returns:

*   Go to _Tax Returns_ on the left sidebar.
*   Select **GST/HST Returns**.
*   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** drop-down 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 _Tax Returns_ 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)

*   On 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 _Tax Returns_ 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 _Tax Returns_ on the left sidebar.
*   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 _Tax Returns_ on the left sidebar.
*   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 _Tax Returns_ 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)