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Workflow Templates

GST/HST Return (Unmanaged) Template

Download your free GST/HST Return (Unmanaged) template to personalize and use in your bookkeeping or accounting firm.

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Download GST/HST Return (Unmanaged) Template

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Tax & ComplianceCanada

Created by Karbon

A preview of the templateGST/HST return (unmanaged) (Canada)CLIENT TASKSReady to start your GST/HST return 1 AutomatorPlease confirm your accounting file has been reconciledCompletedVPrep GST/HST return4 AutomatorsCheck CRA Represent a Client — https://www.canada.ca/en/revenue-agency/services/e-services/represent-a-client.htmlCompletedZCheck bank reconciliation is reconciled for the time period in question (monthly/quarterly)CompletedXRun GST/HST report and/or calculate the return detailsCompletedUComplete self-review and confirm balance (owed/refunded)CompletedXReview

About this template

This is Karbon's best practice process for completing a monthly, quarterly or annual GST/HST return for your unmanaged clients.

The start date is the day before you want to complete the GST/HST return (when you want to ensure the bookkeeping is complete) and the due date is 6 days later. This includes an automatic client task to confirm the bookkeeping is complete prior to starting.

If not a harmonized return, you must also complete and file PST or QST with the appropriate provincial jurisdiction. Check the GST/HST/PST/QST details.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Alternatively, you can

Download GST/HST Return (Unmanaged) Template

.

Karbon Practice Management

A preview of the templateGST/HST return (unmanaged) (Canada)CLIENT TASKSReady to start your GST/HST return 1 AutomatorPlease confirm your accounting file has been reconciledCompletedOPrep GST/HST return4 AutomatorsCheck CRA Represent a Client — https://www.canada.ca/en/revenue-agency/services/e-services/represent-a-client.htmlCompletedECheck bank reconciliation is reconciled for the time period in question (monthly/quarterly)CompletedDRun GST/HST report and/or calculate the return detailsCompletedGComplete self-review and confirm balance (owed/refunded)CompletedLReview

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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