The Tax Report: Filing-Ready Breakdowns

The Tax tab is specifically designed for Canadian Sales Tax (GST, HST, PST, QST) CRA filing. When you switch to the Tax tab, the page immediately fetches a breakdown of all PAID invoices from the past two years, grouped by period and by tax type. The system uses the place-of-supply rule: tax type and rate are determined by the province of the property address on the invoice, not the organization's province.

At the top right of the Tax card is a period toggle — a dropdown with two options: 'Quarterly' and 'Monthly'. The default is Quarterly. Switching to Monthly immediately triggers a fresh fetch with the new grouping. Quarterly periods are labeled in the format '2025-Q1', '2025-Q2', etc. Monthly periods use 'YYYY-MM' format. Periods are sorted newest-to-oldest so the most recent filing period appears at the top of the table.

Above the table, three summary stat cards show totals across all periods in the current view: Invoices (count), Taxable base (sum of all subtotals from PAID invoices in the range), and Tax collected (sum of all tax amounts from PAID invoices). These aggregate numbers are what you would enter into CRA's online filing portal as totals before drilling into the per-period breakdown.

The table has seven columns: Period, Type, Rate, Reg. number, Invoices, Taxable base, and Collected. The 'Type' column shows a badge for each distinct tax type: GST, HST, PST, QST, or UNKNOWN (used when an invoice has no tax breakdown). The 'Rate' column shows the percentage (e.g., 5% for GST, 13% for Ontario HST, 9.975% for Quebec QST). The 'Reg. number' column shows the organization's CRA registration number that was stored on the invoice at time of billing — if it was not set, it shows a dash. The 'Collected' column is the amount to remit to CRA for that tax type in that period.

If a period has multiple tax types (e.g., Quebec invoices contribute both GST and QST rows), those rows share the same period label on the first row, and subsequent rows show a '↳' continuation indicator in the Period column. To prepare a CRA filing, switch to Quarterly, read the totals from the three summary cards, then use the table to break down remittance by tax type and jurisdiction. If 'UNKNOWN' appears as a type, those are invoices that pre-date the tax breakdown feature or where tax was added as a flat amount without a type — investigate them individually in the Invoices list.