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Oleg6
August 14, 2019
Solved

I filed my HST for the wrong quarter

  • August 14, 2019
  • 1 reply
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Hi I am running QuickBooks 2012 Pro after doing a restore I found that my books were not up to date.  I had to redo a little in March and then recreate the HST filing as it was done and submitted to CRA, the problem is I filed 01/01/19 to 31/03/19  under the last quarter 01/04/19 to 30/06/19 it would appear.  After poking around some I am a little confused as to where exactly I have gone wrong.

If found out about the error trying to file 01/04/19 to 30/06/19 a message came up saying that there was already an HST file for this period.  If I go to File Sales Tax I get the return I was trying to file, the from and to dates are correct 01/04/19 to 30/06/19 all info is correct. On this form I see no other dates, I don't see how I could have screwed up?

If I change the dates to 01/01/19 to 31/03/19 I get the previous HST filing and again all info is correct and again I see no other dates.

How ever if I go to Company>Make General Journal Entries I have an entry for GST/HSTCA0029 dated 06/30/2019 with the info that corresponds to the first quarter 01/01/19 to 31/03/19.  I don't see where this date  above the entry in the Make General Journal Entries dialog box came from.  I have read that this is irreversible on the 2012 edition, is this true?

The info inside the report is correct it almost sounds like the reports are filed under duplicate file names, can the file name or that cursed unknown date in the Make General Journal Entries dialog box not be edited. 

Thanks in advance 

Best answer by LauraAB

Hi Laura,

I'd like to walk through this with you if I can.  The payment was made to me and deposited into the company chequing account on June 14, 2019.  This account, a Line of Credit and a Visa account are interconnected with transactions, they were all reconciled for June.  Should I first un-reconcile the chequing account, before deleting the payment?  what about the Visa account it had HST traffic on it and I see in the General Ledger that the LOC interest and insurance payments are entered, should these be deleted also?

 

Then I go into the HST Payable account, here there is some evidence in that all transactions for the first quarter have a Filed Date of 06/30/2019, the due date is correct.  This is where I delete the journal entry? (I had thought that Delete General Journal would delete the journal not the entry.  LOL  Is this sound logic to step it all back to before filing?

Thanks again.

Chris


Hello again, Chris. Backing up the company file before taking on these kinds of things is always best practice. That way you have something to fall back on if needed.

 

I'm glad you've mentioned the intricacies of how your transactions are interacting with one another. Because of that, I'd like for you to check in with an accountant to see how these things are playing off of each other and get a better idea of the consequences of undoing certain transactions and even reconciliations. They'll be able to best advise you how to proceed. I don't want to steer you down the wrong path.

 

QuickBooks can help you find an accountant that knows a thing or two about the program. Check out our Find an Accountant page, where you can enter in your postal code to find accountants near you. You can filter for the product you're using and browse through the profiles to find a good fit.

 

Take care!

1 reply

L
LauraAB
August 14, 2019

Hi Oleg6,

 

I'm glad to hear that the 2012 version of QuickBooks Desktop is still working well for your business, despite this hiccup. Being an older version of the product, I'm unable to verify what will and will not work in this instance, but I'll do what I can to help and hopefully some other members of our community can chime in to fill in any gaps.

 

When it comes to sales tax and remittances entered into QuickBooks Desktop, one of the great things is that you're able to unfile the returns if you make a mistake. If you're not already the accountant, I recommend touching base with him or her before going ahead with these steps just to make sure your books stay balanced.

 

It sounds like the journal entry you're mentioning may be a culprit here, but without taking a closer look, it's hard to say. When sales tax is filed, it creates an associated general journal entry, which I suspect is what you've come across. Try deleting the journal entry to see if the program then allows you to file for the period you need.

 

For your reference, here's the general sales tax unfiling process for QuickBooks Desktop. While there are many ways to take care of this, the easiest way to tackle it is through the account registers in the Chart of Accounts. If you've entered a payment for your sales tax, the first step will be deleting that payment.

  1. Go to Account in the top toolbar.
  2. Choose Chart of Accounts.
  3. Double-click the account the payment was made from to view the account register.
  4. Find the payment transaction and right-click to choose Delete.
  5. Exit out of that account register.
  6. Next, go to the Payable account for the sales tax in question.
  7. Find the journal entry and right-click to choose Delete General Journal.

Once this is completed, you'll be able to go back to refile your sales tax. For more information about these processes, visit the QuickBooks Desktop Help section by going to the Help menu and clicking QuickBooks Desktop Help. Click the Help tab on the next window, then the Search button to activate the search bar. Type in keywords to find help articles.

 

Have you considered upgrading to a newest version of QuickBooks Desktop? Users of the most recent three years of the program have access to our dedicated support teams. These agents are great help in these situations and have the ability to use screen share sessions and other tools to help resolve your issues. You can read more about our policies here: Intuit QuickBooks Desktop software support policies. If you give us a call, an agent will be able to let you know the options for upgrading to QuickBooks Desktop 2019. You never know, some of 2019's new features may be just what your business needs to grow further.

 

I hope that helps! Enjoy the rest of your day.

O
Oleg6Author
August 14, 2019

Thank you for replying,  I'll start on it fresh tomorrow and get back to you.

Chris

O
Oleg6Author
August 15, 2019

Hi Laura,

I'd like to walk through this with you if I can.  The payment was made to me and deposited into the company chequing account on June 14, 2019.  This account, a Line of Credit and a Visa account are interconnected with transactions, they were all reconciled for June.  Should I first un-reconcile the chequing account, before deleting the payment?  what about the Visa account it had HST traffic on it and I see in the General Ledger that the LOC interest and insurance payments are entered, should these be deleted also?

 

Then I go into the HST Payable account, here there is some evidence in that all transactions for the first quarter have a Filed Date of 06/30/2019, the due date is correct.  This is where I delete the journal entry? (I had thought that Delete General Journal would delete the journal not the entry.  LOL  Is this sound logic to step it all back to before filing?

Thanks again.

Chris

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