Skip to main content
A
arkvalleyinfo
December 11, 2018
Solved

How to show sales tax in sales by customer detail report?

  • December 11, 2018
  • 5 replies
  • 0 views
I want to have a report with the customer, sales tax, taxable amount, invoice amount. I figure the easiest way to do this is to customize the sales by customer report but I don't have the option to add any tax items as a column.
    Best answer by Rustler

    No there is no way to get that, sales are income and sales tax collected is a liability so intuit did not include that as an option in reporting on sales.

    Would be nice though, use the help menu>submit feedback and explain what you want

    5 replies

    L
    ljporreca
    December 11, 2018
    Is there an update on the status of this report? I would like to have it as well.
      Rustler
      RustlerAnswer
      December 11, 2018

      No there is no way to get that, sales are income and sales tax collected is a liability so intuit did not include that as an option in reporting on sales.

      Would be nice though, use the help menu>submit feedback and explain what you want

        S
        Stacey_65
        February 7, 2024

        It does in QuickBooks desktop version. QBO is the worst software

        J
        jpqc
        December 14, 2018

        For QB Desktop, Try this -

        Reports, Accountant & Taxes - Transaction Detail by Account

        Filter - Account - Multiple - Accounts Receivable and Sales tax payable

        Filter - Type - Invoice & Credit 

         

        The sales tax will be below the sales but you can export to excel, copy and paste sales tax next to sales amount.

         

          J
          jpqc
          December 14, 2018

          For QB Desktop, Try this -

          Reports, Accountant & Taxes - Transaction Detail by Account

          Filter - Account - Multiple - Accounts Receivable and Sales tax payable

          Filter - Type - Invoice & Credit 

           

          The sales tax will be below the sales but you can export to excel, copy and paste sales tax next to sales amount.

          qbteachmt
          qbteachmt
          December 14, 2018

          You run Sales by Customer Summary, Columns by Item Type. Now Filter and Remove the Item Filter entirely. Now you see the Sales Tax as a column. This works for the detail report, for sales by items, and you can always run a report on the sales tax item(s), of course.

           

          Please see my attachment.

            K
            kilpertx
            July 20, 2019

            THANK YOU!! Your solution is perfect! I don't have sales items, just a single service, but I stepped through the setup detail that you gave and got customer, service, sales tax for the quarter. Exactly what I needed. It's good to have a quick way to double check QB on sales tax as it's easy to get crosswise with that calculation!

              Angelyn_T
              Angelyn_T
              January 30, 2023

              Hi, samreg. I appreciate you getting back and sharing additional details of your concern. Let me help you with modifying your reports in QuickBooks Desktop (QBDT).

               

              I'm happy to know that you're able to generate the Sales Tax as a column when running your Sales by Customer Summary report. Replacing the Customer column with Transaction Number isn't an option for now. As a workaround, you may open the Sales by Customer Details report. This report will give you the Transaction Number column. After that, you export both reports to Excel and combine the information to get the details you need.

               

              1. Select Create New Worksheet from the Excel dropdown menu.
              2. Tap on in new workbook, then Export.

               

              While the option is unavailable, you can send feedback directly to our product developers. This way, they can consider the feature you need in the coming updates. Rest assured they're working nonstop to enhance the product and deliver the best experiences for all QuickBooks users.

               

              Here's how:

               

              1. Go to the Help menu.
              2. Click on Send Feedback Online, then Product Suggestion.
              3. Enter your suggestion, then Send Feedback.

               

              On the other hand, I'm also adding this material for more tips while managing your reports: Understand reports.

               

              If you have follow-up questions, let me know by adding a comment below. I'm always here to help. Have a good one!

              Terms & ConditionsAccessibility statement