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S
schumachertracto
March 3, 2024
Question

Why is the Sales Tax Liability report incorrect? It is now adding my labor amts to the taxable amt when it should only be adding parts I selected as taxing on the invoice

  • March 3, 2024
  • 2 replies
  • 0 views
This just started when I am doing my Feb 2024 posting for Sales Tax.  All previous months the report worked.  It just stopped calculating the taxable amount column of the report wrong in Feb 2024.

2 replies

E
ErwinQ
March 3, 2024

Welcome to the Community, Schumachertracto.


We want to ensure we can provide a timely solution to your concern. Thus, I'd like to ask for more details to help you achieve your goal.Can you please provide us with additional information about how did you enter the labor amount or a screenshot of how it looks from your QuickBooks Online account? Any further details would be much appreciated for narrowing down this issue.

 

I'd appreciate any additional details that you can provide so I can help you out. I'll be keeping an eye out for your response to this.

S
schumachertractoAuthor
March 5, 2024

This is how I enter my details into my Invoices.  As you can see the Parts line has tax applied with the check box.  Just starting in Feb the Sales Tax Liability report is not summing the Taxable Amount column correctly.  It is adding the labor amount into the figure.  It should only be the Parts line that I select tax on.  Also if an invoice has no tax selected (because some of my customer's are tax exempt), it still adds those lines amounts to the Taxable Amount column when it should not and in the past did not. 

R
Rea_M
March 5, 2024

Thanks for providing more details and bringing this matter to our attention, schumachertracto. We want to ensure this matter is addressed quickly so your tax report shows accurate data in QuickBooks Online (QBO) and records your sales transactions accordingly.

 

For the time being, we've received similar cases where the Taxable Amount column includes non-taxable line items on an invoice in the Sales Tax Liability report. In keeping with this, I'd recommend contacting our Customer Care team so they can gather more details and come up with a fix. To do this, here's how:

 

    1. Sign in to your QuickBooks Online company.
    2. Go to Help (?).
    3. Select either tab to get started:
      • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
      • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us: Start a chat with a support expert or Get a callback from the next available expert.

 

Once the issue is fixed, pull up the Sales Tax Liability report to see how much sales tax you owe.

 

Also, I've included this article to guide you in filing your sales tax return and record payment in QBO: Manage sales taxes in QuickBooks Online.

 

We appreciate your patience regarding this matter. Feel free to visit us anytime if you need further assistance managing sales tax transactions and returns in QBO. The Community team will always be around to help you out. Keep safe.

J
johns64
April 22, 2024

I just found this thread because my March Sales Tax liability report was wrong for the first time today. Luckily we don't have many complex tax situations and I run a little spreadsheet to verify the proper amount of tax, but it was definitely off, and it didn't include one customer that was non-taxable, which threw off my gross total & non-taxable amounts. "transactions without tax lines".  Hopefully this will be resolved before April's taxes are due in May.

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