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DCPhotog202
December 7, 2021
Question

How can I see the details behind the "gross total" or "non-taxable" amounts in a Sales Tax Liability Report? Clicking on either shows me the *taxable* items!

  • December 7, 2021
  • 1 reply
  • 0 views
In my Sales Tax Liability Report, clicking on any of the three total amounts (gross, non-taxable, or taxable) leads me to the same place: a list of taxable sales. I need a list of *non-taxable* sales. I have tried clearing my cache, but nothing changed.

1 reply

JessT
JessT
December 7, 2021

Hi DCPhotog202,

 

Hope you're having a good day! Let me shed light on how QuickBooks get the value of the columns you mentioned.

 

Apparently, when you check the details, the report will show you all the transactions where these figures are from. It's mixing the taxable and non-taxable sales, as you can see in the screenshot. Therefore, if a particular transaction has a tax amount, it adds to the TAXABLE AMOUNT. If it doesn't have, it adds to the NON-TAXABLE column.

You may have noticed, but the challenge I see here is you don't see the amount of the transactions and the tax status of each line item because there are cases when a transaction is partially taxed. But no worries, when you add up all the non-taxed and taxed items of the transactions in the Sales Tax Liability report, you'll get those figures.

 

On the other hand, you can also check another report called Non-taxable transaction review, which will only show you the list of non-taxable sales.

 

  1. Go to Taxes and choose Sales tax.
  2. Click the Reports droplist.
  3. Choose Non-taxable transaction review.

 

You can also do customizations to only get the details you need.

 

Let me know if you have additional questions. I'll be more than happy to lend a helping hand. Take care and enjoy the rest of the day!

D
DCPhotog202Author
December 7, 2021

Thank you for responding. I appreciate your help.

 

There are several problems with the Sales Tax Liability Report. You are correct that the underlying Transaction Report's failure to show the transaction amounts makes it unworkable. If I need to click through to every underlying transaction I wouldn't be paying for QBO, a program that is supposed to save me times and run reports. Also, this report only includes non-taxable transactions that occurred in connection with a taxable transaction. It doesn't include, for example, a sale where everything sold was non-taxable.

 

When I run the other report you recommended: Non-taxable transaction review, it only shows transactions without tax lines. Many of my sales are for a combination of taxable goods and non-taxable services or digital goods. So, these sales have tax lines, but some items were not taxed. These items, which I need included, are missing from this report.

 

I need a report that shows ALL of my sales and indicates which category they fall into: (a) taxed or (b) not taxed. Furthermore, I need the "untaxed" transactions further broken down into two subcategories:

(b1) sales of items that are not subject to sales tax in my jurisdiction (eg. services)

(b2) sales of items that are subject to sales tax in my jurisdiction, but where the sale was tax-exempt (for example: because the customer lives out-of-state or is a tax-exempt organization.

 

How do I create such a report? I need these figures, because I am required to report them to our local tax authorities and if QBO does not have the capability of running this type of report then I need to find a new accounting program.

 

Thank you!

 

T
TirzahC
December 8, 2021

I can definitely see how this feature can speed up getting the report that you need, DCPhotog202.

 

Currently, this option is unavailable in this report. I'll take note and pass it along to our product developers. They might consider this feature in the coming updates.

 

You can send feedback about getting this feature in QuickBooks Online. Here's how to submit a request:

 

  1. Go to the Gear icon at the top, then click Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

As a workaround, you can export the reports to Excel and manually add the information that needed. I've also added this link ad your reference in exporting report: Export reports, lists, and other data from QuickBooks Online.

 

I've also included some articles that help you streamline the reporting process in QuickBooks:

 

 

Drop me a comment below if you have further questions about reports. I'll always have your back.

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