## 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.

# MB RST Returns

Zoho Books helps you in filing and recording your MB RST (Manitoba Retail Sales Tax) returns for your business based out of Canada. MB RST returns are generated with respect to the lines that are given in Manitoba Finance’s 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 _Manitoba Retails Sales Tax (MB RST) Return_, and click **Configure**.

![Setting Up Tax Returns](/ca/books/help/images/canada-tax/manitoba-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/manitoba-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 MB RST tax return, you can easily generate a tax return. Here’s how:

*   Go to **Settings**.
*   Select **Taxes** under _Taxes and Compliance_.
*   Hover over _Manitoba Retail Sales Tax (MB RST) Return_ and click **Go to Return>**.
*   You will be redirected to the _MB RST Returns_ page, which is also accessible from the left sidebar under _Tax Returns_.
*   Click **Generate MB RST 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/manitoba-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/manitoba-tax/currency-tax-rates.png)

### Adjustments in MB RST Tax Returns

The MB RST 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 **MB RST 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/manitoba-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/manitoba-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 MB RST 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 MB RST return.

To include previous transactions during filing:

*   Go to _Tax Returns_ on the left sidebar.
*   Select **MB RST 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/manitoba-tax/include-previous-tax-rates.png)

### View MB RST Returns

To view returns:

*   Go to _Tax Returns_ on the left sidebar.
*   Select **MB RST Return**.

Now, in this page, you can view all the MB RST returns that have been recorded.

The _Status_ shows if you have filed your MB RST 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/manitoba-tax/view-tax-return.png)

**Note:** You can only generate a new MB RST return after filing the previous return.

### Delete MB RST Return

To delete a return:

*   Go to _Tax Returns_ on the left sidebar.
*   Select **MB RST Return**.
*   In the _MB RST 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/manitoba-tax/delete-tax-return.png)

### Mark MB RST 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 MB RST return as filed. Here’s how:

*   Go to _Tax Returns_ on the left sidebar, and select **MB RST Return**.
*   In the _MB RST 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/manitoba-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/manitoba-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 **MB RST 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/manitoba-tax/print-tax-return.png)

### Export Tax Returns

To export tax returns:

*   Go to _Tax Returns_ on the left sidebar.
*   Select **MB RST 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/manitoba-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/mb-rst-return.html#tax-payments-tab)
*   [From a Bank Account](/ca/books/help/canada-tax/mb-rst-return.html#bank-account)
*   [By Recording a Claim](/ca/books/help/canada-tax/mb-rst-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 MB RST 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/manitoba-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/manitoba-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/manitoba-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/manitoba-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 MB RST 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/manitoba-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/manitoba-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/manitoba-tax/delete-tax-payment.png)