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tkatke
April 25, 2024
Question

Sales Tax Liability Report in QB Online

  • April 25, 2024
  • 1 reply
  • 0 views

I recently switched from QB Online from QB Desktop. This is my first quarter using QB Online and it is time for me to pay the quarterly sales and use tax for California. In QB Desktop I would run the Sales Tax Liability Report and everything I would need would be there. Under the Gross Total column there would be a Grand Total that I could click on and see every charge on every invoice for that quarter broken down my Account Type, i.e. labor, shipping, taxable, non-taxable, interest, etc.

 

Not only does the Sales Tax Liability report in QB Online not have a grand total I can click on, I have noticed that it is only including invoices that have something taxable in them and completely leaving out invoices that are only labor charges. So basically this Report does nothing for me, and I can't figure out how to get the data I need to file my Sales and Use tax.

 

Please help!

1 reply

R
Rasa-LilaM
April 25, 2024

Hello there, tkatke.

 

Having accurate sales tax data is crucial for a seamless experience when filing your sales tax return and fulfilling your tax responsibilities. To provide the best resolution, I need more information about the data necessary to complete the task stated above. 

 

May I know if you need further assistance processing your sales taxes and returns? Is there any specific item or information you'd like to include in the Sales Tax Liability report?

 

 Looking forward to your response and the opportunity to work together again, tkatke. Have a good one.

T
tkatkeAuthor
April 25, 2024

Yes I need:

 

- Sales Tax Liability report to include ALL invoices for the quarter, not just the ones that generated tax

- I need there to be totals at the bottom of each column, not just for the total sales tax.

- I need to be able to click on total sales and run a report.

 

Please see attached example.

 

Basically I need it to function exactly the same as the Sales Tax Liability report does on QuickBooks Desktop

K
Kevin_C
April 25, 2024

I appreciate you for getting back into this thread and providing the exact details on what you want to include in the sales tax liability report, tkatke.

 

While QuickBooks Online (QBO) offers the convenience of working from anywhere on any device, its customization options are more limited compared to QuickBooks Desktop (QBDT).

 

I understand how QBDT provides extensive customization options and has the flexibility to tailor reports and forms to your specific needs. However, it is currently unavailable in the QBO program.

 

In the meantime, you can export the sales tax liability report to Excel. This way, you can manually add columns with certain formulas for each column's total. Follow these steps to export them:

 

  1. From the left navigation pane, select the Reports menu.
  2. Look for the Sales Tax Liability report.
  3. Click the Export icon located at the upper part of the report. Then, select Export to Excel.
  4. Save the file to your device, where you can easily locate it.

 

Check out this article for more information about this process: Export your reports to Excel from QuickBooks Online.

 

While this option is currently unavailable, I encourage you to submit feedback requests to our product developers. Rest assured that they will review and consider it for future updates depending on the number of users' requests. Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

Please know that you're always welcome to post a reply in this thread if you need more help managing your reports or anything related to QuickBooks. Take care and stay safe always!

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