File a GST/HST return electronically

Before you can perform this task

To file a GST/HST return electronically:

1. In the Home window on the File menu, choose Import/Export, Electronic Filing, and then GST/HST Online Filing.
2. (Optional) If the introductory window opens with a description of how GST/HST Online Filing works, click Continue. To bypass this window in the future, select Do not display this again.
3. Enter your CRA Business Number.
4. Select a date range for this reporting period.
5. Select the type of sales tax that you want to report on.
6. Select a filing method.
7. Click Next to proceed to the next step.
8. Fill in or verify the details for your tax return, and then click Next to proceed to the next step.
9. (Optional) Click Print For My Records to create a GST/HST Online Filing report.
10. Click Save this GST/HST return file to save a copy of your electronic tax return on your computer. The location of the file is indicated.
11. After you have successfully saved the file, click Go to the Canada Revenue Agency web site to upload your tax return file. The CRA will issue a confirmation number after the return is successfully submitted.

Recording your GST/HST payment or refund

After you save the electronic GST/HST return file on your computer, Sage 50 Accounting prompts you to create a transaction.

Recording a refund

1. If you are recording a refund, select either Payment from a customer or Credit note from a vendor.
2. In the Invoice Details section, record the payment transaction:
   1. In the customer or vendor list, select the government agency to which you remit your tax return (generally Receiver General.
   2. Enter an Invoice Number, e.g., GST Q1.
   3. (Optional) If you entered any amounts in the GST/HST electronic form that were not tracked by an account, the total amount is displayed as an Adjustment Amount. To maintain accurate records, you need to select or create an account to track this amount. In the Adjustment Account box, select an existing account. Consult your accountant if you have any questions about how this account should be handled for all future transactions.
   4. Click Create Invoice for Refund.
   5. Choose to either open the Receipts window or pay later and then click Finish.

Recording an amount owing

1. If you are recording an amount owing, record the payment transaction in the Invoice Details section:
2. 1. In the vendor list, select the government agency to which you remit your tax return (generally Receiver General.
   2. Enter an Invoice Number, e.g., GST Q1.
   3. (Optional) If you entered any amounts in the GST/HST electronic form that were not tracked by an account, the total amount is displayed as an Adjustment Amount. To maintain accurate records, you need to select or create an account to track this amount. In the Adjustment Account box, select an existing account. Consult your accountant if you have any questions about how this account should be handled for all future transactions.
   4. Click Create Invoice for Payment.
   5. Choose to either open the Payments window or pay later and then click Finish.