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Step 6 of 8

See the tax you collected

Your tax by month or quarter, by rate and by tax line, with a file for your accountant.

MoneyTax collected Open Tax collected

When it's time to file, open Tax collected. It adds up the tax on your invoices for the month or quarter, so you aren't digging through receipts.

  1. 1

    Open Tax collected

    In the menu, tap Money, then Tax collected.

  2. 2

    Pick the month or quarter

    Tap By month or By quarter, then the arrows to go back.

  3. 3

    Read the totals

    Tax collected is the tax on paid invoices. By tax line shows GST and PST each on their own, and By rate shows each of your rates.

  4. 4

    Send it to your accountant

    Tap Download the file for every invoice, line by line, with exempt clients and their certificate numbers.

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