Use this template to manage GST/HST work from records collection through accepted filing and payment instructions. It combines a conditional client questionnaire with internal reconciliation and review steps, followed by a separate draft approval.
Configure each reporting period
Confirm the business, RT account, reporting period, filing frequency and payment dates before setting recurrence. The client can save progress, identify missing records and submit the questionnaire. Conditional follow-ups are available on plans with conditional logic; other plans show the follow-up questions.
Review, approve and file
Prepare and review figures in your accounting or tax software. Share the draft through the client portal, resolve changes and file through the appropriate tax authority. Keep the acceptance receipt and payment correspondence with the Job. Client approval in Tidyflow does not grant tax-account access or make a payment to CRA.
Coordinate provincial work
For Quebec accounts, confirm whether Revenu Quebec administers the return and whether combined GST/HST-QST filing applies. Other provincial sales-tax returns require their own coordination. Avoid duplicating requests when a bookkeeping workflow already includes filing.
Check current CRA reporting requirements and Revenu Quebec guidance for each account.