Hi Steve Beauchesne ,

Thanks for reaching out with your question about setting up Sage for your new business without an HST number. It’s quite common to encounter this situation, and the good news is that adding your GST/HST number at a later stage is straightforward and won't cause you any trouble down the line.

Once you have your registration number, you can update your business details in Sage by following these steps:

1. Click on the cog wheel to manage your Business Account (found in the upper right-hand corner by hovering over your business name).
2. Navigate to the 'Business Management' screen and click on the 'Business Information' tab.
3. Here, you can enter your GST/HST number once you have it.

You can also update your tax settings by going to 'Settings' > 'Sales Tax settings' (for Canada) where you can adjust your Tax Return Frequency and add your Registration number.

It’s important to note that if you change your Business Name, Address, or VAT details, these changes won't automatically update in Sage's CRM, and you may continue to receive billing invoices with the old details. To update subscription billing details, you'll need to send a formal request to the support team via the Customer Community.

If you’re still waiting for your incorporation documents, you can indicate that you don’t need an HST number for now and start setting up your chart of accounts. This shouldn’t impact your ability to update your information later on.

If you encounter any issues or have further questions as you proceed, please don't hesitate to let us know. We're here to support you every step of the way.

Warm Regards,
Erzsi