I have to report GST & QST/PST quarterly, how do I set up a new expense sheet for January - March?

Hi info894,

It's nice to see you're using QuickBooks Online's powerful sales tax tracking to efficiently prepare your returns. For each recorded transaction, the system handles some advanced tracking in the background to ensure all of your taxes are mapped correctly to the appropriate return. You simply need to enter the correct dates on your transactions to take advantage of this, and we'll handle the rest. I'll be happy to help you get started. 

The sales tax centre is quite good at determining your next return to file. By default, this'll be the filing period immediately after your most recent filing. If you haven't marked any periods as filed, it's just a few easy steps to change the start date:

1. Head to Taxes and select Sales Tax. 
2. Click Prepare return for the period under To file.
3. If you've never filed, update the Start date and End date as needed.
4. Review the amounts, then click Mark as filed.

If you've already filed, you just need to mark the previous period as filed to gain access to the current one. If you're seeing an incorrect period, you can update the filing frequency in just a few simple steps:

1. Go to Taxes and select Sales Tax.
2. Click Manage sales tax.
3. Select the dropdown next to Add rate, then choose Edit agency settings.
4. Update the Next period starts and Filing frequency fields as needed.
5. Click Save then Done. 

With these steps, I'm confident you're all set to unlock the full power of the tax centre! 

I've got your back. Don't hesitate to reach out any time you have questions.