Skip to main content
January 2, 2021
Question

How do I get a qtly tax report with percentage details?

  • January 2, 2021
  • 1 reply
  • 0 views
Need tax report listing gross, percentages and taxable amount

1 reply

January 2, 2021

Hello there, @ed-mccutcheon.

 

We're unable to run and customize a report that has the details you need. As a workaround, you can export a report to Excel and customize it.

 

Here's how:

 

I'll be using the Taxable Sales Detail report.

  1. Go to the Reports menu.
  2. Type in Taxable Sales Detail in the search bar, then click to open.
  3. Click Customize.
  4. Select the details you'd like to add.
  5. Once done, click on Run report.
  6. Export the report by clicking the Export icon.
  7. Then, click Export to Excel.

 

Here's an article you can read to learn more about customizing your report: Customize Reports in QuickBooks Online.

 

I'm also adding a video tutorial if u wanted to save your report after customizing it: How to Save Customized Reports?.

 

We're always here to share our ideas if you have other questions or concerns. You can click the Reply button to let us know and share your concern with us.