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Mdmx1324
November 2, 2024
Question

Sales By Customer Detail Report

  • November 2, 2024
  • 1 reply
  • 0 views

Hi.  We have services that are taxable and services that are not taxable. We are on a cash basis. We do not do any out of state sales.  We have a small client base located in one state. They are all identified In QBO with the correct sales tax designation. We are a landscape company. We do not separate any invoice with labor and materials.  All of our service items are correctly identified in QBO as "taxable" or "non-taxable".

So, please do not respond with me checking any of these things out.

When I run my Sales by Customer Detail report for any period of time, the bottom line reflects the non-taxable service items in in with the taxable amount.  This isn't right.

The column in the report that says "total amount" is correct. The column that says "taxable amount" (I customize this column into the report) is incorrect and the column that says "tax amount" (I customize this column in also) is also incorrect.

Therefore, the Sales Tax Liability Report is completely incorrect. It reflects the Gross Total correctly, but the Non-Taxable, Taxable and Sales Tax figures are wrong.

 

I can only attach one file at a time.  Can't attach both sales tax liability and the sales by customer detail here for you to see.

I can't seem to get a screen shot in this message either.  So, please do a test run for the reports I mentioned and please let me know why these reports don't match up.

If you have any suggestions on how I can get the screen shots here, please let me know.  

Thank you.

 

 

 

1 reply

A
AdonL
November 2, 2024

Thanks for letting us know about your concern, Mdmx1324. I appreciate the steps you've initiated to resolve the issue and recognize your frustration seeing an inaccurate Sales Tax Liability Report.

 

We've encountered several reports where users, such as yourself, observe inaccurate tax figures on this report (INV-113680). Please be assured that our dedicated Product Engineers are working to resolve this matter as quickly as possible.

 

In the meantime, the best action is to contact our Customer Care Support Team to report your experience with this issue. Doing so will add you to the list of affected users, ensuring you'll receive prioritized email updates about the ongoing investigation.

  

To proceed, please follow these steps:

 

  1. Go to the Help menu in the upper-right-hand corner of QBO.
  2. Proceed to the Assistant tab.
  3. Type "contact support" in the chat box and press Enter.
  4. Select QuickBooks Online Support, then click Contact Us at the bottom of the screen.
  5. Click Ask about something else, then enter a short description of your concern.
  6. Choose between Chat or Have us call you.

 

See our support hours to ensure on-time assistance.

 

Moreover, please note that when including a screenshot while posting here, the program only allows one file at a time with a maximum size of 9 MB. Your attachment may have exceeded this suggested size. Thus, you're unable to include a screenshot. I recommend reviewing your file.

 

Finally, if you want to save money for emergencies or want to get ahead, you can set up and use Smart Sales Tax Envelope.

 

Remember, our Community Team is here to support you with any questions regarding reports in the program. If you need further assistance or clarification, please let me know. I'll be ready to help if you ever need me.

M
Mdmx1324Author
November 2, 2024

Thank you for your response.  I've been added to the email list for updates.  Hopefully, QBO techs can get a solution to this issue soon.  Have a nice weekend!

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