xBoox

Review GST/HST Summary and Detail

Review recorded GST/HST collected and eligible tax amounts for a selected period.

Availability

GST/HST report navigation appears only when GST/HST tracking is enabled in Business Profile.

GST/HST Summary

  1. Open Reports > GST/HST Summary.
  2. Choose a Report Period. Its From and To dates remain visible and

read-only, or choose Custom Range to edit both dates.

  1. Review the summarized recorded tax position.
  2. Use Export CSV or Print when required.

Record a filing or settlement

The selected period includes a Filing record. Use it only after you have reviewed your own records or completed your CRA filing.

  1. Select Reviewed to retain a manual review acknowledgement.
  2. Select Filed after you have filed the return yourself.
  3. Optionally enter the filed date and CRA confirmation/reference.
  4. If a payment was made or a refund was received, select that settlement type

and record its date and reference.

  1. Select Save filing record.

xBoox saves this as a Workspace audit record. It does not file with the CRA, create a payment or refund, link a bank transaction, clear account 2500 GST/HST Payable, or move an instalment from account 1300 automatically. Record the actual bank transaction using the appropriate reviewed Category and retain CRA evidence with your records. Ask an Accountant when a filing-period difference needs an accounting adjustment.

GST/HST Detail

  1. Open Reports > GST/HST Detail.
  2. Use the same period controls.
  3. Review transaction-level tax records and saved tax snapshots.
  4. Use Export CSV or Print for supporting review.

Select a GST/HST Detail column heading to sort all matching rows before pagination. The table shows 50 rows by default and offers 100, 200, or 500 rows per page. The Summary remains a fixed accounting presentation.

Data rules

  • Reports use tax amounts stored on completed transactions.
  • Imported explicit tax may retain an override flag and source values.
  • Historical transactions retain saved tax-code labels and rate snapshots when available.
  • PST may be stored for audit and expense treatment but is not the same as a GST/HST input tax credit.

Important boundaries

These reports do not:

  • file GST/HST;
  • compare xBoox automatically with a filed return or CRA balance;
  • create a remittance, refund, or automatic account-clearing entry;
  • guarantee tax eligibility or treatment.

Use the reports for review and Accountant handoff.