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 Period or enter From and To dates.
  3. Review the summarized recorded tax position.
  4. Use Export CSV or Print when required.

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.

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;
  • track return filing periods or filed status;
  • record remittance or refund settlement status;
  • compare xBoox automatically with a filed return;
  • guarantee tax eligibility or treatment.

Use the reports for review and Accountant handoff.