Overview
Use the Tax Rebate Report (Report 14) to list transactions where GST/HST paid was recorded (for example, a 68% GST rebate portion), and then sign off the report for submission. This article shows how to generate, review, sign off, and reprint a previously submitted report.
Before you begin • This report is for Canadian districts only. • Set accurate Start and End dates before you sign off. After sign-off, those transactions will not appear on the next run for the same period.
Video
Steps
- From the Main Menu, go to Reports > View all.
- Click Tax Rebate Report (Report 14).
- Select Detailed view.
- Set the Start date to the earliest date since your last sign-off so all applicable transactions are included.
- Set the End date (for example, June 30 for annual reporting, or the last day of your reporting period).
- Click Continue to generate the report.
Review the report
- Confirm totals, including any 100% rebates where applicable.
- Verify GST/HST paid and the calculated 68% rebate amount.
- If transactions are missing, do not sign off. Return to enter or update transactions with the correct tax, then regenerate the report.
Sign off the report
- From Main Menu > Reports, open Tax Rebate Report (Report 14) again.
- Choose Detailed view and confirm your Start and End dates.
- Click Continue to preview, then click Sign off.
- Confirm the sign-off prompt to finalize. After sign-off, those transactions are marked submitted and will not reappear for the same date range.
Print a previously submitted report
- From Main Menu > Reports, open Tax Rebate Report (Report 14).
- Open Tax Rebate Report Menu > Previously submitted.
- Select the report from the Entry list, click Continue, then click Print.
Outcome
Your rebate report is generated and signed off for the selected dates, and a printable record is available under Previously submitted.
Troubleshooting
- Totals look too low: Ensure the Start date is the earliest since your last sign-off.
- No transactions appear: Confirm Detailed view is selected and your date range covers actual activity.
- Transactions missing: Enter or correct the transactions in SchoolCash first, then regenerate and Sign off.