Has anybody dealt with a corporate amalgamation? This one changes the tax year-end but not the HST etc... how best can this be done in QuickBooks?

Hey robintelfer,

Congratulations on reaching such a huge milestone! QuickBooks has got your back to make transitions like this one as smooth as possible. Fiscal and income tax years can be changed at any time, and I'll be happy to show you how. 

You can easily make changes to your fiscal year at any time from your company settings. This is completely separate from your sales tax filing frequency, so it'll have no effect on your HST. It's just a few quick steps:

1. Click on the Gear icon then select Account and Settings.
2. Head to the Advanced tab.
3. You'll be able to set your First month of fiscal year as well as the First month of income tax year in the Accounting section.
4. Click Save then Done.

Your accountant is your best resource to ensure this change is done accurately. You can easily invite your accountant as a user so you can work on this together. To find one in your area, simply head to the My Accountant tab in QuickBooks Online then click on Find a pro to help. 

Feel free to reach out any time you have questions.