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November 25, 2024
Question

How do I run a 3rd quarter report of all income to use for reporting state taxes?

  • November 25, 2024
  • 1 reply
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    1 reply

    MsNorthPND18
    November 25, 2024

    In QuickBooks Online (QBO) Hollyberry139, you can run a report of all income using a state tax report. Let's sort it out for you.

     

    To create a Profit and Loss Report, filter the Distribution Account to include all Income Accounts and adjust the Report Period to the 3rd Quarter. You can use this report for state tax reporting, or even export it for further analysis. Running this report will give you a clear picture of your income about state taxes. Here’s how:

     

    1. From the main menu, choose Report and select Profit & Loss.
    2. Select the Report Filter icon and choose a Date Range or enter a Custom range for the information of your State Tax.
    3. Click Run report.

     

    For more details, check this article to learn more about how you can customize a report: Run a report in QuickBooks Online.

     

    In addition, to learn how to get the most out of your financial reports you can check this article: Customize reports in QuickBooks Online.

     

    If you have any questions about running reports or any related QuickBooks concerns, don't hesitate to ask. I'm here to help.