{{ clientMatchCount }}

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{{ c.name }}

{{ c.trade }} · {{ c.prov }} · FY {{ c.fy }}

{{ c.queue }}

No client matches "{{ q }}"

+ Add a client uploads need a client first

Fiscal year {{ client.fy }}

GST year {{ client.gst }}

{{ f.name }} {{ f.count }}

{{ c.ini }}

{{ c.name }}

{{ c.trade }}

{{ c.prov }} {{ c.bn }} {{ c.fy }} {{ c.gst }} {{ c.qboLabel }} {{ c.queue }}

New clientuploads need a client firstCancel

NAMES

LEGAL NAME

TRADE / OPERATING NAMES

Receipts often show the trade name. The matcher needs both.

JURISDICTION & TAX NUMBERS

PROV.

GST/HST NUMBER

PST

Registered

YesNo

Charges PST

YesNo

YEAR-ENDS — STORED SEPARATELY

FISCAL YEAR

{{ ncFyLabel }}

{{ o.label }}

GST YEAR END

{{ ncGstLabel }}

{{ o.label }}

GST FILING

MonthlyQuarterlyAnnual

TAX TRACKING STARTS

Fiscal and GST years are often different. Documents are filed by both.

QUICKBOOKS · optional now, required before push

REALM ID

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Create client

{{ client.ini }}

{{ client.name }}

{{ cfHint }}

UNSAVED

LEGAL NAME

TRADE / OPERATING NAMES

PROV.

GST/HST NUMBER

PST

Registered

YesNo

Charges PST

YesNo

FISCAL YEAR

{{ cfFyLabel }}

{{ o.label }}

GST YEAR END

{{ cfGstLabel }}

{{ o.label }}

GST FILING

MonthlyQuarterlyAnnual

TAX TRACKING FROM

ASSIGNED

{{ m.ini }}

{{ m.name }}{{ m.role }}

{{ cfNote }}

Discard

Save changes

{{ t.code }}

{{ p.txt }}

{{ t.applies }} {{ t.eff }} {{ t.def }}

{{ p.id }}

{{ p.vendor }}

{{ p.entity }}

{{ p.account }} {{ p.net }} {{ p.tax }} {{ p.total }} {{ p.fp }} {{ p.stLabel }}

⚠ CREATE-ONLYTaxAgency, TaxRate and TaxCode cannot be renamed, deleted or deactivated through the API. This portal never creates them — it maps to the 9 codes already in the company.

{{ m.name }}{{ m.count }}

{{ c.ini }}

{{ c.name }}

{{ c.role }}

{{ mail.subject }}

{{ mail.ini }}

{{ mail.from }} <{{ mail.addr }}>

to {{ mail.to }} · {{ mail.date }}

{{ client.name }}

{{ mail.body }}

ATTACHMENTS · routed to intake

📎 {{ a }}filed

Reply

Forward

Open related documents →

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{{ m.mark }}

{{ m.name }} {{ m.count }}