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February 28, 2020
Question

How can I access the sales tax reports of the previous periods?

  • February 28, 2020
  • 1 reply
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1 reply

February 28, 2020

Hi there,

 

Glad to hear from you again. I'd be happy to give you a hand with showing you how to access the sales tax reports of the previous periods

 

Depending on the tax report you're running, QB Online gives you the flexibility to filter each report by date. Once you have the desired report pulled up, you can adjust the report period at the top of the report page and select the appropriate dates. Once you've set the date, click Run report and you should be able to see the info you're looking for. 

 

If you're referring to a report which shows changes made to your sales tax on previous periods, you can check out the Exceptions report. The Exceptions report shows the transactions you have previously filed for, but have since changed, deleted or added. This is to ensure that no sales tax collected (or credits earned) is missed or duplicated. For more info on this, check out this helpful report: Sales tax exceptions. 

 

In case you have other questions, feel free to contact our support team using this link here.