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April 8, 2025
Question

Is there a way to change the quarterly start and end dates for the tax reports?

  • April 8, 2025
  • 1 reply
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My CRA quarter is from March 1st to May 31st. All I see is January 1st to March 31st.

    1 reply

    April 8, 2025

    You can change your sales tax agency setting to custom the dates when running a report, downhomeir. Let me share the specifics below.

     

    I'll show you how to modify quarterly start and end dates for the tax reports:

     

    1. On the left panel, select Sales tax.
    2. Click Manage sales tax.
    3. On the Tax agencies tab, click Edit agency settings.
    4. Under Next period starts field, choose March.
    5. Select Save, then Done.

     

    After that, select the Taxable sales summary under the Reports dropdown menu on the Sales tax page. Follow the instructions below for the next steps:

     

    1. Choose Custom dates under the Report period.
    2. On the From field, select the calendar icon and click March 1.
    3. On the To field, select the calendar icon and click May 31.

     

    However, if you're referring to familiarizing the quarter with payroll reports, add your pay history to QuickBooks Online Payroll.

     

    Furthermore, you can check out this guide to tailor your financial statements to your needs: Customize reports in QuickBooks Online.

     

    Feel free to revisit the thread if you have additional questions about quarterly taxes. Also, would you like help with submitting them to the CRA? If so, provide the details below and we will assist you.