![](/books/kb/images/books.png)
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
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)