xBoox

Configure GST/HST tracking

Choose whether the Workspace tracks Canadian sales tax and set the primary province used for available tax codes.

Configure the Workspace

  1. Open Settings > Business Profile.
  2. Find Sales Tax.
  3. Enable or disable GST/HST tracking.
  4. When tracking is enabled, choose the primary province.
  5. Review Setup Impact and save the Business Profile.

The saved setting affects Tax choices in Expenses, Income, and Bank Transactions and controls whether GST/HST reports appear.

For managed expense categories, the primary province also supplies a starter Tax code suggestion. Ontario taxable categories generally use HST 13%; Alberta uses GST 5%; and British Columbia uses the category's GST-only or GST/PST starter treatment (for example, Meals and vehicle fuel are GST-only). This is a starting suggestion, not proof of the tax on a particular purchase.

In British Columbia, Software & Subscriptions and Legal & Accounting start as GST/PST (12%). These defaults are editable on each transaction.

When tracking is enabled

  • Choose the applicable Tax code on each transaction.
  • Review the calculated Tax Amount CAD.
  • Override the amount only when the supported transaction workflow allows it and the source information requires it.
  • Use GST/HST Summary and Detail to review recorded amounts.
  • For a receipt or paid invoice, use the tax printed on the document even when

the category suggestion is different. Changing the province refreshes managed starter defaults for future bookkeeping; custom categories and explicit non-exempt user choices are preserved.

When tracking is disabled

  • New transactions use Out of Scope treatment with zero tax.
  • The Tax field may remain visible but locked to Out of Scope.
  • GST/HST report navigation is hidden.

Important boundaries

xBoox records and summarizes sales-tax data. It does not:

  • file a GST/HST return;
  • track filed and unfiled return periods;
  • record remittance or refund settlement status;
  • guarantee that a selected tax treatment is correct for a specific purchase or sale.

Consult an accountant when the correct tax treatment is uncertain.

Important rules

  • GST/HST registration is independent of Sole Proprietor or Corporation status.
  • Changing the Workspace tax profile changes future available choices; historical transactions retain saved tax snapshots.
  • Only the Workspace Owner can change tax settings.

If the Business Profile cannot save Sales Tax

  • When Registered is selected, choose a valid Primary Province or Territory before saving.
  • When the province changes, confirm the reset of tax-code defaults for new bookkeeping. Historical transaction tax snapshots are not rewritten.
  • Use the dialog's Help Center button for the exact recovery steps.

Resolve a Workspace Health Check message

Workspace Health Check can report that GST/HST is Registered while the saved Primary Province / Territory is missing or invalid. This is an advisory message and does not change the Workspace or prevent access.

  1. Select Open Business Profile in the message.
  2. In Settings > Business Profile, find Sales Tax.
  3. Confirm that Registered reflects the business's actual status.
  4. Choose the applicable Primary Province / Territory.
  5. Save the Business Profile.

Select Help Center to keep these instructions open in a new tab. Select Continue to close the message without making a change. xBoox does not automatically select British Columbia or any other province.