Contents

GST and HST records collection

GST and HST records collection

HST reconciliation needs source docs

Missing invoices delay ITC claims and year-end true-ups.

Checklist items

  • GST/HST returns filed for the period
  • Sales invoice summary or POS export
  • Major purchase invoices
  • Import documentation if applicable
  • Quick-method election docs if used

One client file

Keep HST support alongside business bank statements and T2125/T2 materials.

Request a demo

If you are an Ontario accountant or bookkeeper collecting tax and bookkeeping documents through email, Hivi-X can help you build a cleaner intake process with reusable checklists and exportable PDF packages.

Start free trial or get the free Ontario T1 checklist PDF.

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What HST documents should clients upload?
Filed returns, working papers, major purchase invoices, and sales summaries as your firm requires — not tax advice.
Can HST items sit on a T1 checklist?
Yes. Add an HST section to sole proprietor or corporate templates.
Does Hivi-X calculate HST?
No. Hivi-X collects documents only.

Stop chasing T-slips through email every tax season

Hivi-X helps Ontario accountants and bookkeepers collect T4s, RL-1s, receipts, and bank statements with user-built checklists, secure guest link (no account needed) or my-id.ca portal uploads, missing-item tracking, and exportable PDF packages for TaxCycle or DT Max.

GST and HST records collection | hivi-x Docs