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9130 3494 4845 4036
March 22, 2021
Question

Quickbooks is not computing my sales tax liability report correctly it is off by a lot. Any answers?

  • March 22, 2021
  • 3 replies
  • 0 views
When I look at my Invoice List and my Sales by Customer List the numbers are much higher than on my sales tax liability Gross Amount

3 replies

katherinejoyceO
katherinejoyceO
March 22, 2021

Hi there, @9130 3494 4845 4036. 

 

Thanks for your first post. It's my pleasure to help check the discrepancy of your sales tax due.

 

First off, let's check the report's accounting method. If the state wants you to report sales tax based on a cash basis, then the report also needs to be on a cash basis.

 

You can switch the report from cash to accrual basis and vice versa to get the exact result. Here's how:

 

  1. Go to the Reports tab at the left menu, then search for Sales Tax Liability Report. 
  2. Click it open, then set the dates and switch the Accounting method to Cash, then Accrual.
  3. Click Run report to refresh the page.

 

Once done, try to compare the figures to the Sales Tax section. 

 

You can also check out these articles as your guide while managing sales taxes in QBO:

 

 

Additionally, read through this article to learn more about some of the few things that you can do with reports in QBO: Run reports in QuickBooks Online.

 

Post some more here on the Community page if you have additional concerns. I'm always around to help. Take care!

 

E
elitecompressed
March 18, 2022

I have QB on a Mac and it was doing it correctly but now it is not.  When I get the report up it doesn't have a place to mark cash.  

katherinejoyceO
katherinejoyceO
March 23, 2021

Hi 9130 3494 4845 4036,

 

Hope you’re doing great. I wanted to see how everything is going about the sales tax concern you had yesterday. Was it resolved? Do you need any additional help or clarification?

 

If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

S
sharon35
September 30, 2022

I have the same problem.  My sales tax reports were just fine until sometime in 2021 and ever since then the report show zero (no matter how much sales tax is noted on the invoices) and i'm having to do it manually.  UGH!  There probably was a programming change and it messed up the reporting.  I use the % in the sales tax section on the invoices so that isn't the issue.  PLEASE HELP, this is wasting my time. 

C
Carneil_C
September 30, 2022

We understand how you feel, @sharon35.

 

We know you're putting so much effort and time into getting a resolution to your concern with your sales tax liability report showing a zero rate. Rest assured, I'm here to ensure you get routed to the right direction of support to sort out this query.

 

I've checked here on my end and found that there's an ongoing investigation that users are experiencing the same problem with their reports. Please know that our team is aware of this matter and is currently implementing measures to fix it.

 

In the meantime, I suggest contacting our QuickBooks Online Support Team so they can add you to the list of affected users. You'll be notified via email once this issue is resolved.

 

To ensure that we address your concern accurately, you can check our available hours when contacting our support.

 

In addition, I've added these handy articles that can help you with keeping track of and handling reports in QBO:

 

 

Please bear with us as we're working on this concern with Sales tax liability reports. Keep me posted if you have any other questions or concerns about managing your transactions in QuickBooks Online. I'll be around for you. Keep safe always.

K
K Gallo
January 27, 2023

Has this reporting issue been resolved? My sales tax liability report is off for 2022 and customer service doesn’t seem to understand.

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