How to add Alberta or Quebec Tax Accounts

Go to Clients → Select a client → Tax Accounts tab

Click “Add Business Tax Account.”

Choose the Tax Authority:

• Canada Revenue Agency
• Alberta
• Quebec

Select Type of Tax Account (e.g., Corporation)

Link an Existing Business Entity:

If your business entity already exists, it will be listed with its CRA Business Number and Name. Select it from the dropdown.

Create New Business Identity (if no entity exists):

• Fill in CRA Business Number
• Add Provincial Registration (Alberta Corp Number / Quebec Enterprise Number)
• Business Name
• Address, City, Province, Postal Code, etc.
  

Save the Tax Account

The account will now appear in the Business Tax Accounts list.