Question

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Forum|Forum|5 years ago
September 16, 2020
2 replies
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Something changed with the look and operation of my quickbooks online yesterday. I am not able to print the monthly (Usually shows January thru December in order on one page to print) taxable and non-taxable totals and sales tax due.....please help.

QuickBooks Online

RenjolynC

I'm here to help, duckgrovecity.

The Sales Tax Liability report has only updated the columns to include the Non-Taxable and Gross Amount. To verify, are you trying to group the report by month? If so, you'll want to run a different report.

You can use the Taxable Sales Detail and customize the report to include the Tax Amount and Taxable Amount.

Here's how:

Go to Reports on the left panel.
Type Taxable Sales Detail in the search field.
Select the Report period and choose Month from the Group by drop-down menu.
Click the Customize button.
From the Rows/Columns section, put a check mark on the Tax Amount and Taxable Amount boxes.
Click Run report.

Once you have the details you need, you can click the Print icon.

Here's a sample screenshot of what it looks like:

For the Sales Tax Liability report, you can see the same figures in this sample screenshot:

I'm adding this article for more information on how to customize a report: Customize reports in QuickBooks Online.

Please let me know if you need more help with the Sales Tax report in QuickBooks. I'll be happy to lend a hand. Take care and stay safe.

D

duckgrovecityAuthor

But why is it not showing me non-taxable also, because when I report my sales to the county I also have to give them a total sales. Is there anyway you could screen share with me and make sure my settings are correct? I think I have clicked something incorrect in sales tax and it has just thrown everything off. I'm very sorry to bother you, but my husband is in hospice and his illness has caused me to become very behind and I'm trying to play catch up....Thank you so much for your help.

C

Catherine_B

Hello there, duckgrovecity.

I can get you the right support that has the resources to check your account and sales tax setup in a secure environment. You'll want to reach out to our Customer Support Team. They'll surely sort things out with you and give you direct and detailed steps on how to fix the issue you're currently experiencing.

Here's how to contact us:

Go to the Help menu ( ? ) and click Contact us.
Enter a brief description of your concern something about your sales tax setup and returns.
Click Let's talk and choose the best way you can get in touch with us based on our availability.

You can also check out this article that lists all our support hours and types.

I'll be attaching an article that will help you manage your sales tax setup while waiting to get connected with our Phone Support.

Reach out to the Community if there's anything else that you need help with. You take care and have a great day!

K

km12345

QB Online Sales Tax Liability are not valuable for filing taxes in Texas!! I have been calling, chatting, and emailing on this issue for almost a year and it's still not resolve.

PLEASE FIX THIS ISSUE!!!!!!!!!!!!!!!!!!

Liability report does not total the columns. Business owners who file taxes need to know: GROSS SALES, TAXABLE SALES, NON-TAXABLE SALES all in one report.

Quick zoom on columns does not take you to corresponding numbers-- it dumps you to all data. There's no way to drill down to specific transactions based on the total from the report.

Sales tax liability reports should match P&L sales information-- this is also not working. Yes I'm on the same dates and yes both are on "cash basis".

"Sales tax liability report" does not match the "Pay Sales Tax" report-- both give you different numbers, and changing dates and accounting methods (cash vs accrual) also does not fix the issue. Additionally, neither of these match the P&L either. Additionally, columns are not totaled on either of these reports so it requires a lot of manual calculating just to get the totals to file reports!

When dealing with custom rates, they do not display correctly on the Sales Tax Liability report. For example, when selling wholesale and getting a resale form on file, we don't charge sales tax. I have setup the customer account to be non-taxable, and double checked the invoice as well. Even though it's not charging them sales tax, it will display under the "taxable sales" on the Liability Report.

I own 4 companies and have been a QB Desktop user for about 15 years. I do every single part of our accounting, including sales tax, P&L, and balance sheets. I know QB Desktop and accounting methods like the back of my hand and I am extremely familiar with how sales tax and liability reports should look and work. However, QB Online does NOT work properly when it comes to sales tax.

I have spoken to at least 8 people at QB over the course of a year, and while they admit there are some issues with sales tax on the QB side, they are not fixing the issue. Multiple case numbers, support calls, and remote sessions to get nowhere and I am extremely frustrated! I have two CPA's also and their office has looked at this as well and determined it's definitely on the QB engineering side.

Below is how a liability report should look (at least for me in Texas based on my location). If anyone reading

this knows how to fix this in QB Online please reach out to me!

	Gross Sales	Taxable Sales	Non-Taxable Sales	Total
Taxable 8.25%	50,000.00	50,000.00	0	50,000.00
Resale form 0%	25,000.00	0	25,000.00	25,000.00
Out of state 0%	5,000.00	0	5,000.00	5,000.00

Total

80,000.00

50,000.00

30,000.00

80,000.00

Can someone PLEASE help me resolve this and get this escalated and fixed at Intuit!

T

TirzahC

This is not the impression we wish to leave you with,km12345.

The Sales Tax Liability report should also include the non-taxable amount. The first column shows the gross amount, next is the non-taxable, the taxable, and the tax amount. In addition, if the items on a transaction are all non-taxable, they won't be added to this report. In the Sales Tax Liability report, only the invoices with taxable and non-taxable items will show under Gross Sales in QuickBooks Online (QBO). However, if the invoices have only the non-taxable items, they will not show in the Gross sales section. This causes the gross amount doesn't equal the total sales for that period(tax and nontax).On the other hand, your P&L report is based on the transactions you entered in QuickBooks

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

You can use the Profit and Loss Detail report, and add the TAXABLE AMOUNT column to show how much sales are only taxable. That amount should match the taxable sales amount in your Sales Tax Liability report. You can adjust the date range of your P&L report or change the Accounting Method used to see if you get the same result. The new sales tax system is irreversible once you switch from the old one. You can use custom rates on your transactions if you need to track special taxes manually. Pulling up the sales tax liability report in QuickBooks Online will only provide the taxable sales of your transactions.

You can refer to these resources below to know more about the available reports in QuickBooks Online as well as how to customize them.

Should you need more help with running your sales tax reports, feel free to add a comment below. I'm always open to help you out. Take care.

K

km12345

Thanks for the reply but part of the information you stated is wrong:

1 - Non-taxable amounts DO show up on the Sales Tax Liability report. For example, I have 2 custom rates setup for 0%: "out of state" and "resale form on file". Both of these categories generate invoices where ALL of the line items on the invoice are non-taxable and thus show up on a Sales Tax Liability Report. The idea of the report is to be used when filing your taxes, so it has to show both taxable and non-taxable information, as that's information all states require from the business owner when filing and paying taxes.

2 - Additionally to #1, the Liability Report should also TOTAL the columns for you and it does not. It never has in QB online, but it does in other versions, for example Pro and Enterprise. The total is also what the owner uses to file and pay taxes to their state, so if it's totaled in other versions of QB then why is not totaled in the Online version? Makes zero sense.

3 - The P&L generated based on the same accounting method (cash basis) for the same given timeframe should yield the EXACT same information as what a Sales Tax Liability Report shows. Both reports are generating income taken in during a specific time frame. I understand the P&L is an "income" statement and does not show liabilities, however the "income" should be the same as the Liability Report--- both reports are based on income.

4 - If the taxable rate is setup at 8.25% and I look at it to verify the same, then the Sales Tax Liability Report should accurately reflect the same amount due as if I were to manually calculate it. I can pull that report, look at taxable sales and multiple that number by 0.0825 and the number I manually calculate should match what's due on the liability report---- it does NOT match.

As I have stated in the previous post, I am extremely versed on accounting principles, income statements, and sales tax reporting. Additionally, I have been through multiple sales tax audits in Texas so I'm well aware of the nexus laws for collecting and remitting sales tax in my state. My point here is that all of the links you listed below DO NOT HELP, as does the community forum and any other 'self-guided' help sections that Intuit offers--- the issue is not on my end, the issue is on the engineering side of Intuit. My point of leaving all of the comments is in hopes that someone higher up at Intuit will see my comment and take the time to truly fix the software issue. As a business owner I am paying top level for an accounting software service that does not properly work and has not worked for over a year! Due to the business type, I have to be online and I cannot move to the desktop version to resolve the issues unfortunately.

You are welcome to private message me if you think you can help or resolve this, but I have little hope until bigger issues are resolved at Intuit.

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