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April 14, 2024
Question

How do I print out the tax summary for 2023?

  • April 14, 2024
  • 1 reply
  • 0 views
I need my tax summary of income, expenses, etc

1 reply

Clark_B
April 14, 2024

Hello there, Nikevan.

 

I'd be glad to help you print out the tax summary for 2023 in QuickBooks Online (QBO).

 

You can generate a Taxable Sales Detail report and filter the transactions by selecting invoice, expense, or other transaction type that you want to include in the report so you can print it.

 

Here's how:

 

  1. Go to the left navigation panel, and select Reports.
  2. In the Find report by name search bar, type Taxable Sales Detail and click it.
  3. Select Customize, and then filter the report period to 2023.
  4. Click the Filter option menu above the Header/Footer.
  5. In the Transaction Type, select the dropdown button and select Invoice, expense, or other transaction type that you want to include.
  6. Filter the Customer of your choice and you can choose to add or not for the other options for filter.
  7. After that, click Run Report.

 

Once done, select the small print icon in the report then click Print.

 

Additionally, you might want to check these articles to guide you get the most out of your financial reports and memorizing them:

 

 

Stay in touch with me if there's anything else I can help you with printing your tax report in QuickBooks. I'll be right here to provide the information that you need.