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December 28, 2021
Question

How do I change the GST/HST report to Annual form Quarterly in QB Self-Employed?

  • December 28, 2021
  • 1 reply
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Original commenter did not share additional details

1 reply

December 28, 2021

Hi john-casey2-outl,

 

Welcome to Community!  QuickBooks Self Employed makes generating your tax reports effortless.  I'd be happy to assist you with customizing your GST/HST report to quarterly.

 

To review your quarterly sales tax, follow these steps:

 

1. Open the Gear icon

2. Select Reports

3. Open Transaction Log

4. Choose the time frame, type of transactions and the email address where you'd like the report to be sent

That's it!

 

Here's a helpful article to have on hand for future reference:  Sales tax overview for QuickBooks Self Employed.

 

Feel free to reach back out if you have any other questions.  We'd be happy to help!

December 28, 2021

Trish, there is no option for reports under the gear icon as per my screenshot.

December 28, 2021

Hi Spyglass9er,

 

Thanks so much for providing the screenshot.  It's essential that you're able to get the reports you need in a timely fashion.  I'll be happy to steer you in the right direction so you can locate the GST/HST report.  Here's how:

 

1. Go the Reports and locate the desired report

2. Choose the time period from the dropdown

3. Select View or Download

4. Use the arrow icon ▼ to Print or Download

 

If you require additional assistance please contact QuickBooks Self Employed support, so they can work with you independently and help you reach your QuickBooks goal.