Can I get a breakdown report of GST and PST

[Tony15]

Hello, I have been trying to find a breakdown report of GST and PST. After further investigation, it seems as I am either missing something, or that option is not available. I have spent a couple hours now trying to figure this out for my accountant as he's the one needing that report. After lots of googling, the most popular advice is "go to reports, accounting, sales tax," however that does not show what I need. If anybody knows anything or how to solve this issue please let me know. Thank you. 

[Summer2024 · Accepted solution]

Hi, @Tony15 ! Welcome to the Square Community! 

I understand your frustration. Here's what I can tell you about Square Canada's tax reporting:

1. Current Available Reports

   • Square does provide tax reports under Reports > Accounting > Sales Tax
   • However, these reports are somewhat limited in their breakdown capabilities

2. Alternative Solutions Here are a few workarounds that might help:

   a. Export Detailed Sales Report

   • Go to Reports > Sales
   • Export a detailed sales report that includes individual transactions
   • This report will include tax amounts for each transaction
   • You can use spreadsheet software to analyze the tax data

   b. Custom Report

   • Use Square's Custom Report feature
   • Include columns for:
     • Gross sales
     • Tax collected
     • Transaction details
   • Export to CSV for further analysis

   c. Third-Party Integration

   • Consider connecting Square to accounting software like QuickBooks or Xero
   • These platforms often provide more detailed tax reporting capabilities
   • They can automatically categorize and separate different tax types

3. For Your Accountant The most comprehensive solution might be to:

   1. Export detailed sales reports for the required period
   2. Create a spreadsheet that breaks down:
      • Net sales
      • GST collected
      • PST collected (if applicable to your province)
      • Total tax
   3. Use transaction-level data to verify the calculations

I hope this helps. 

[Tony15]

Thank you !