How to register a tax return?

Modified on Mon, 24 Jul, 2023 at 4:06 PM

When you RECEIVE a GST/QST refund, you must process it in The Real Estate Manager's expense module.


ATTENTION All refunds must be made on the last day of the quarter. Once your tax return has been filed, you must not enter any more transactions in the quarter in question, otherwise your tax report will be falsified. You'll have to enter them in the following quarter.


Example: For the period January 1 to March 31, you'll need to enter the expense as of March 31. This will reset the data for the next quarter.


Case study presentation

For a given period, here are the results obtained:


2030 GST collected on revenues: $500

2035 GST paid on purchases: $700

2045 QST collected on revenues: $600

2050 QST paid on purchases: $900

Therefore, you will receive this refund from the Ministère du Revenu :


GST: $200

QST: $300


Enter the refund in Proprio Expert Web


1. Go to the "Accounting" tab and the "Expenses" sub-tab.



2. Click on "Add".



3. Choose "Ministère du Revenu" from the supplier drop-down list. Enter the date of the last day of the quarter, in this example 2023-03-31.



4. Select the company that received the tax refund in the "Allocation" column, select account "2030", enter the description "QST received" and enter the amount "$600". Do not check "Taxable".


5. Click on "Add an item".



6. Select the "2035" account, enter the description "QST paid" and enter the amount "-$900". Do not check "Taxable".



7. Click on "Add item".



8. Select account "2045", enter the description "GST received" and enter the amount "$500". Do not check "Taxable".



9. Click on "Add item".



10. Select account "2050", enter the description "GST paid" and enter the amount "-$700". Do not check "Taxable".



11. Click on "Finish".



12. To validate that your transaction has been entered correctly, pull up the tax report again. It should show $0.00.



12. When you receive the refund, go to "Accounting" and the "Disbursements" sub-tab.



13. Make sure you've chosen the right month, then ticked the "Balance at zero" box.




14. Enter the actual date of payment, select the payment method, the bank account to be deposited and the amount received in negative.



You have now processed a tax refund.

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