The GST/HST Collected card on your dashboard shows the total tax you have collected on paid invoices within the current calendar month. This serves as a quick visual reference for your business's monthly tax collection.
What is counted
To be included in the monthly total, an invoice must meet all of the following criteria:
- Status is paid: The invoice has been fully paid (either manually marked or automatically reconciled).
- Payment date in current month: The payment was recorded within the current calendar month.
- Tax enabled: Tax (GST or HST) was enabled when the invoice was issued.
What is excluded
The dashboard card strictly excludes:
- Unpaid invoices: Draft, Sent, Viewed, or Overdue invoices (tax has been billed or viewed, but not yet collected).
- Cancelled or uncollectible invoices: Void or Uncollectible invoices, even if tax was included on the original document.
- Tax-exempt invoices: Invoices created with GST/HST turned off or zero-rated.
- Past months: Payments collected in previous calendar months.
Preparing your tax remittance
Important: This dashboard card provides a quick operational snapshot, not a formal tax return. When filing your GST/HST remittance with the Canada Revenue Agency (CRA), reconcile your numbers using your official accounting system.
