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December 2, 2022
Question

How do I get customers to show on tax liab report as non taxable? Ive marked them as tax exemp, and marked them as not and based on location none of that works

  • December 2, 2022
  • 1 reply
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Id like to see from that report a gross total, then nontaxable, then taxable. no matter how I set them up they dont report under non taxable

1 reply

December 2, 2022

I'll help you how to show the non-taxable to your tax liability report, tamkif1.

 

Go back to the Sales Tax Liability report page, click on the small Gear icon and ensure the Non-Taxable box is check-marked. I've attached screenshots for your visual reference:

You can also run and customize another report, the Taxable Sales Detail report to see all customers with non-taxable sales in QuickBooks Online.

 

Here's how:

 

  1. Go to the Reports menu.
  2. Type in Taxable Sales Detail in the search bar.
  3. In the Report period drop-down, select the date range.
  4. Select Account from the Group by drop-down.
  5. Click Customize.
  6. Go to the Filter section, and choose Non-Taxable in the Product/Service Taxable drop-down menu.
  7. Once done, click on Run report.

 

For more details about the process, you can check out this article:  Create a Non-Taxable Sales Report in QuickBooks Online.

 

After customizing, you may consider memorizing the report to help you save the current customized settings in QuickBooks Online. 

 

Should you need any information, don't hesitate to ask. I'll be right here to guide you further with QBO reports and Sales Taxes. Have a lovely day!