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S
Stare
February 6, 2025
Question

Provide a report with two different taxes included in it

  • February 6, 2025
  • 1 reply
  • 0 views

I do not understand why I can source a report for a tax (GST). Source a report for another tax (PST in my case) but cannot get a report with both taxes individual on one report? It just does not make sense. I need to see both taxes (individually) charged  for a vendor and/or individual client. If the data fields are there (which they are) they should be accessible to create the report. Please think like a business owner not a coder. If this could be provided in the future it would be greatly appreciated.

1 reply

A
Alex M
February 6, 2025

Hi there Stare,

 

Thanks for reaching out about reports for taxes. QuickBooks Online is a great tool with multiple reports to help you view the many aspects of your business's financials. I can provide some information about reports.

 

One report you could use would be the Transaction Detail by tax code report, located in the Sales tax section of the Reports tab. You can put a filter for a specific supplier by clicking on Customize, then Filter and Supplier. This will show all transaction lines for the supplier, separated by each tax code.

 

If you have any other questions, feel free to reach out here.

S
StareAuthor
February 8, 2025

Hi there, I was using this report and it caused duplicate entries. So I could get one tax field plus the total including taxes then I got another entry with a combined of both taxes plus the total including taxes. This caused my bottom grand total to be twice as much as it should be. I talked to a Quickbooks Expert and we reviewed the situation and confimed there was not double entries for the item. Plus together could not figure out how to show both individual taxes as part of one entry. I can find GST as a tax field but cannot find PST as a tax field to add to the report. It exists because I use it in all my invoices and expenses. Any help appreciated.

S
StareAuthor
February 8, 2025

To be clear. I want a report that shows my expense entry with GST tax and PST tax and the total cost all on one line. Then have the expense entries sorted by the expense category. Hope this helps with my question.

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