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K
kekoakat
October 21, 2021
Question

The sales tax report shows items that are taxable as not taxable. I have checked everywhere and it is set up correctly so why is it doing this?

  • October 21, 2021
  • 4 replies
  • 0 views
QB is taking correct tax and putting portion in non taxable even though it is fully taxable. Why?

4 replies

MariaSoledadG
MariaSoledadG
October 21, 2021

Let's make sure you'll be able to view the nontaxable and taxable amounts in reports, kekoakat.

 

May I know what specific sales tax report are you referring to? If you're using the Sales Tax Liability report, this has been updated to include the non-taxable and gross amount. You'll want to run the Taxable Sales Detail report and customize it to include the Tax Amount and Taxable Amount. To do this, follow the steps provided below: 

  1. Go to Reports on the left panel.
  2. Type Taxable Sales Detail in the search field.
  3. Select the Report period and choose Month from the Group by drop-down menu.
  4. Click the Customize button.
  5. From the Rows/Columns section, put a checkmark on the Tax Amount and Taxable Amount boxes.
  6. Click Run report.

 

For more information on how to filter specific information for your business, go through this article for your reference: Customize Reports In QuickBooks Online.

 

Please get back to us if you have any questions about sales tax. The Community is always here to make sure that everything is taken care of. 

K
kekoakatAuthor
October 24, 2021

This has nothing to do with the problem  I described

    Kristine Mae
    Kristine Mae
    October 24, 2021

    I've checked our records, Kekoakat. I haven't seen any open cases the same as yours. Let me help you resolve your sales tax concern.

     

    You may be experiencing some browser hiccups. We'll perform the basic troubleshooting to fix this. Let's start with logging into your account through a private browser. When cache piles up, it causes issues that can affect the performance. Using an incognito window doesn’t store any cache files. It's a good step to isolate web issues. These are the shortcut keys:

    • Google Chrome: press Ctrl + Shift + N 
    • Mozilla Firefox: press Ctrl + Shift + P
    • Safari: press Command + Shift + N

    If data shows correctly in your report using the private browsing session, go back to your regular browser and clear its cache. It helps us refresh the system. If you're still having the same issue, you can use other supported browsers. It also helps us narrow down your concern.

     

    However, if the issue still persists after trying the steps, I suggest reaching out to our customer care support. This way, an agent can take a better look at your sales tax settings. 

     

    The Community is open 24/7. Reach out to us again if you have other tax concerns. Take care!

    D
    DBR2022
    December 20, 2022

    I have the same issue.  I cannot figure out where the Gross Total and Non-Taxable amounts are coming from on my monthly Sales Tax Liability Report.  It acts like you can click on them and get the information but it just takes you the the Taxable Amount, which I can confirm with my monthly Profit & Loss Report.  I've checked everywhere I can think of and it just does not make any sense.  Can not come up with these numbers.  I even pulled a Non-Taxable monthly report per QB instructions and did NOT come up with the Non-Taxable amount.  Frustrated & confused!

    J
    jvbtba
    March 20, 2023

    Hi. - was this issue ever resolved? i'm coming across the same problem.. 

    F
    FateCandylaneT
    March 20, 2023

    Thanks for chiming in on this thread, jvbtba.

     

    For us to determine and narrow down the issue you're having, may you provide us with more details on what's happening on your end? What specific tasks you've done to identify the root cause of the problem? Any additional information is much appreciated, as this will help me check if there are similar reports from the other users.

     

    Since Sales Tax Reports show taxable and non-taxable items, you'll want to verify and review each transaction if there are categorized accurately. Also, running a Non-taxable Sales report that would enable;e you to have the list of all customers with non-taxable sales.

     

    Don't hesitate to reach us back here in this forum. We'll surely help you anytime. Take care.

    H
    HumbleServant
    April 1, 2023

    Same issue here in March 2023.

    Our problem is, we have taxable customers and invoices showing up in the Taxes report as un-taxable. I’ve checked that the customer’s “Non-Taxable” checkbox is not checked, that all sold items in their invoice is taxable. Their invoices even show a State sales tax amount being added like any other invoice.  Yet their invoice still comes up as non taxable in reports.

     

    I have even tried fixing their addresses to USPS standard, voiding and re-creating their invoices and I’ve even tried re-creating the customer.  Even after creating a new customer and new invoice, that new invoice comes up as non-taxable in the Taxes report.

     

    This has to be address related!!

    J
    JamaicaA
    April 1, 2023

    I understand the importance of showing the taxable customers and invoices correctly on reports, @HumbleServant. I’ll help by pointing you to the right support so we can fix this issue.

     

    I appreciate the things you've done to resolve this issue. Since you're still experiencing issues, it'd be best to contact our Support Team to have this investigated further.

     

    Here's how:

     

    1. Go to the Help icon and choose Search.
    2. Click the Contact Us button and enter your concern.
    3. Press Continue.

     

     

    See this article to learn more about personalizing reports: Customize reports in QuickBooks Online.

     

    You can also check out this guide to save it with its current customization settings: Memorize reports in QuickBooks Online.

     

    Visit me here again in the Community and keep me posted on your progress with this taxable issues. I'm determined to help you succeed. Stay safe.

    T
    Tommy954
    January 24, 2024

    I have a similar problem, but with bundles. I have a bundle that includes taxable and non-taxable items. According to the state, if a bundle includes taxable items, then sales tax has to be applied on all items in the bundle, even the otherwise non-taxable ones, meaning the entire bundle price is subject to sales tax. This is also how my online store calculates the taxes. However, once I post my orders from my online store to QBO, QBO just ignores the sales tax from my store and just calculates sales tax for those items in the bundle that are marked as taxable and does not apply the sales tax to the whole bundle which results in the numbers being wrong. I cannot find any way in QBO to set this straight to make sure the sales tax will be applied to the entire bundle. Please help. This should not be so difficult.

    R
    RhoiceW
    January 24, 2024

    Hi, Tommy. Thank you for participating in the thread.

     

    If you mark an item as non-taxable in QuickBooks Online, it will stay that way in every state. However, if you want all your items to be taxable, you can manually change your inventory. Here's how to change it:

     

    1. Go to Sales. Select Products & services.
    2. Look for the item you want to assign a tax, then select Edit.
    3. Click Edit. Under a Sales tax, press Edit sales tax
    4. Choose Taxable. Press Done.

     

    You can check this article for you to be guided: Add a sales tax category to products and services in QuickBooks Online.

     

    In addition, feel free to check this article for you to track your sales tax automatically: Use automated sales tax on an invoice or sales receipt in QuickBooks Online.

     

    Don't hesitate to leave a comment if you have other concerns about sales tax. We're happy to assist you always.

    T
    Tommy954
    March 28, 2025

    Hi RhoiceW. Thank you for your reply. But I believe you didn't quite understand my issue properly. Your answer is only telling the simple setup of taxable and non-taxable items. This is not at all what I am talking about. 

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