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.
More Accounting guides
- Email is not document collection for accountantsOntario accountants lose prep time chasing T-slips, receipts, and bank statements through email, text, and Dropbox. A checklist-first workflow keeps tax-season files cleaner.
- Missing documents cost accountants prep timeIncomplete client packages stall Ontario tax returns. Missing T4s, RRSP receipts, and bank statements create unbillable chase time every February.
- Better client document collection for accountantsClient experience matters for Ontario CPAs and bookkeepers. Clear intake checklists help clients feel guided and make your firm look prepared during tax season.
- Stop chasing T-slips in emailOntario tax preparers still chase T4, T4A, T5, T3, and RL-1 issuer copies when CRA Auto-fill is incomplete. Structured intake beats inbox threads.
- Practice management vs document collectionTaxDome and Canopy bundle intake with billing, CRM, and tax workflow. Hivi-X is intake-only for Ontario firms that only need to fix the document chase.
- Ontario T1 personal tax document checklistA practical checklist Ontario accountants can use to collect T-slips, receipts, and statements before preparing a personal tax return.
- Missing T4 and RL-1 collection workflowHow Ontario accountants chase missing T4 and RL-1 slips when CRA Auto-fill is incomplete — issuer copies, checklist tracking, and manual follow-up.
- Document collection for accountantsHow Ontario accountants collect client tax documents with reusable checklists, my-id.ca portal uploads, and exportable packages for TaxCycle.
- Small business year-end document collectionYear-end packages for Ontario small-business clients — GL inputs, HST reconciliation, T4 summaries, and shareholder loan documentation.
- Bookkeeping client onboarding documentsInitial document intake for new Ontario bookkeeping clients — bank access, prior returns, HST registration, and recurring monthly source docs.
- Monthly bookkeeping source documentsRecurring monthly document collection for Ontario bookkeeping clients — statements, receipts, invoices, and payroll remittances.
- CRA document request workflowOrganizing client source documents for CRA reassessment or document requests — IC05-1 readability and exportable indexes.
- Sole proprietor tax documents in OntarioT2125 inputs for Ontario sole proprietors — business receipts, mileage, home office, and HST crossover documentation.
- Corporate tax intake packageCorporate T2 document checklist for Ontario accountants — financial statements, minute book, T4 summaries, and related-party schedules.
- CPA Ontario record retentionCRA six-year minimum, IC05-1 electronic format, working papers, and how document collection supports retention — general information only.
- CPA Ontario Rule 208 and client portalsRule 208 confidentiality, protecting client financial information, and technical safeguards for document portals — general information only.
- Accountant secure client portal in CanadaSecure Canadian-hosted client portals for tax document upload — Canadian-hosted handling with encryption, and my-id.ca login in v1.
- Client portal vs email for accountantsComparing email, Dropbox, and structured client portals for Ontario tax document collection.
- QuickBooks complement for document intakeHivi-X collects source documents alongside QuickBooks and Xero — it does not sync the general ledger.
- TaxCycle and DT Max document handoffExportable client file packages from Hivi-X for entry in TaxCycle, DT Max, or Profile — intake before tax prep.
- Voice notes for accounting client filesCapture phone-call context on client files with voice notes and self-hosted AI summaries — not upload matching.
- AI summaries for accounting client filesSelf-hosted AI checklist summaries for Ontario accounting firms — not third-party AI processing.
- Co-agent workflow for accounting firmsScoped staff access for 2–5 person Ontario accounting firms — admins and juniors on the same client files.
- Exportable PDF package for working papersGenerate organized PDF client file packages from completed checklists for working papers and tax prep handoff.
- Canadian-hosted document collection for accountantsCanadian data residency, encryption, and self-hosted AI for Ontario accounting firms collecting client financial documents.
- Principal and partner client file oversightHow managing partners review intake completeness across Ontario micro-firms before prep sign-off.
- Small accounting firm document standardizationStandardize T1, bookkeeping, and corporate intake across 2–5 staff Ontario micro-firms.
- Admin tax season document workflowHow Ontario firm admins chase missing T-slips, triage uploads, and clear intake before preparers open returns.
- Sole practitioner accounting workflowsDocument intake workflows for solo CPAs and designated bookkeepers in Ontario — 80–200 T1s and monthly clients.