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Mindi1
September 23, 2020
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Need help with customizing a sales tax report.

  • September 23, 2020
  • 2 replies
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I need to create a sales report showing total sales and sales tax, broken down by city, state and zip code. I have been stumbling around for a while trying to modify various reports with no luck. Any help would be most appreciated! Thanks.

Best answer by IamjuViel

Hello, @Mindi1.

 

You can generate and customize the Sales Tax Liability report. I can guide you in doing so.

 

The Sales Tax Liability report displays the following information:

  • your company's total sales
  • how much is taxable
  • at what rate
  • how much sales tax is currently due to be paid

Here's how to run this report:

  1. Go to the Report menu.
  2. Choose the Report Center.
  3. From the Search Box, enter the Sales Tax Liability report.
  4. Click the Magnifying glass icon.
  5. Double-click on the Sales Tax Liability report.
  6. Click the Customize Report button.
  7. Filter the report according to your preferences. 

This report also displays the sales tax you owe for each state, city, or county. It is represented by each tax agency. The last column shows how much your business currently owes each tax district. You can refer to this article for more detailed instructions: Customize customer, job, and sales reports.

 

Also, I've added these articles to learn more ways on how you can get the most out of the available reports in QuickBooks:

Swing by here again if you have other questions about managing your reports. The Community and I are always here to help.

2 replies

N
Nick_M
September 23, 2020

Hi Mindi1. 

 

Thanks fro joining the QuickBooks Community, I'm happy to give you some feedback. The following article can provide you the steps to customize your sales reports however you need, including state: Customize sales reports in QBDT. For the steps to customize sales by state, follow along below:

  1. Go to the Reports menu.
  2. Select Sales and then Sales by Customer Detail.
  3. Select Customize Report.
  4. On the Display tab, from the Columns list, select Name State/Province.
  5. Select the Total by dropdown and then select Total Only.
  6. Select the Sort by dropdown and then Name State/Province.
  7. Select OK.

If you have any other questions, feel free to post here anytime. Thank you and have a nice Wednesday afternoon. 

M
Mindi1Author
September 23, 2020

Hi,

That did not work. I got a report still listing individual sales by date, with individual income items.

I need it to show:

 

San Jose, CA 95120  $xxx totals sales,   $xxxxx sales tax

Gilroy, CA 95023 $ xxxx total sales, $xxx sales tax

Los Angeles, CA 91023 $xxx total sales, $xxx sales tax

IamjuViel
IamjuVielAnswer
September 23, 2020

Hello, @Mindi1.

 

You can generate and customize the Sales Tax Liability report. I can guide you in doing so.

 

The Sales Tax Liability report displays the following information:

  • your company's total sales
  • how much is taxable
  • at what rate
  • how much sales tax is currently due to be paid

Here's how to run this report:

  1. Go to the Report menu.
  2. Choose the Report Center.
  3. From the Search Box, enter the Sales Tax Liability report.
  4. Click the Magnifying glass icon.
  5. Double-click on the Sales Tax Liability report.
  6. Click the Customize Report button.
  7. Filter the report according to your preferences. 

This report also displays the sales tax you owe for each state, city, or county. It is represented by each tax agency. The last column shows how much your business currently owes each tax district. You can refer to this article for more detailed instructions: Customize customer, job, and sales reports.

 

Also, I've added these articles to learn more ways on how you can get the most out of the available reports in QuickBooks:

Swing by here again if you have other questions about managing your reports. The Community and I are always here to help.

    T
    Tiddle12
    April 2, 2021

    i have a new client that has to collect sales tax from his customers. I have never done this. 
    So my first question how do i record this in QuickBooks and where do i record this at?

    J
    JonpriL
    April 2, 2021

    Hello @Tiddle12,

     

    Let me help share how you can start collecting sales tax for your clients in QuickBooks.

     

    To start with, we'll have to turn on this feature first based on the product version used by your clients. Let me show you how.

     

    In QuickBooks Online:

    1. Go to Taxes.
    2. Select Sales tax.
    3. Click Set up sales tax.
    4. Review and make sure your business address is entered accordingly.
    5. Choose an agency where your client needs to pay sales tax.
    6. Select the appropriate filing frequency.
    7. Click Save.

    In QuickBooks Desktop:

    1. Go to Edit.
    2. Select Preferences.
    3. Click Sales Tax.
    4. Under Company Preferences, select Yes.
    5. Add a sales tax item base on the rate and agency used by your client.
    6. Make sure to select how you wish to assign the sales tax item and the filing frequency.
    7. Click OK.

    In the same manner, here's a couple of articles you can use to learn more about how you can start collecting sales tax:

    On top of that, I've also included the following references below for a compilation of articles you can use while working with us:

    If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.

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