I am preparing to file the 2024 HST return. When I ran the HST summary report, I noticed that the instalment payments I made for 2023 is counted in it. How do I fix this?

You can select the appropriate date range when running a report for a specific period, yuko666. Let me demonstrate how to exclude 2023 payments from your 2024 report and provide some troubleshooting when unexpected behaviors occur.

In QuickBooks Online, the reporting period determines which data to include on your GST/HST Summary Report. Hence, selecting the correct date range is essential to populate the information you only need.

Here's how:

1. Head to Reports in the left panel.
2. Choose the Standard tab, then enter and select GST/HST Summary Report in the search field.
3. In the Report period dropdown, pick the appropriate date range.
4. Click Run report.
5. Select the amount of each line to view all contributing transactions.

If 2023 payments are still visible after applying the right filter, access your company using a private window. It helps us isolate issues related to corrupted cache files, which cause unusual behaviors and affect the data shown in your report.

You can proceed to these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Shift + Ctrl + P
• Microsoft Edge: Ctrl + Shift + N

Once successful, cache your regular browser's cache to update the website's settings. Additionally, ensure you're using a supported and up-to-date browser for optimal security and performance.

Additionally, this material can serve as your guide when preparing sales tax returns and documenting associated payments: File your sales tax return and record sales tax payments in QuickBooks Online.

Moreover, QuickBooks simplifies tax management by allowing you to adjust sales tax upon receiving a tax credit, discount, or penalty. This ensures accurate filings without last-minute corrections.

Please return to this thread if you have additional questions about HST returns and payments in QuickBooks Online. We'll be around to provide any relevant information that can meet your business needs.