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elizabeth6
January 30, 2019
Question

How do I find the "total gross sales" in order to fill our my sales tax filing?

  • January 30, 2019
  • 4 replies
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    4 replies

    A
    AldrinS
    January 30, 2019

    I've got you covered, elizabeth6.

     

    We have just the report that'll show your Total Gross Sales. Let me walk you through the steps to pull up this report:

    1. Click Reports in the left navigation menu.
    2. Scroll down and look for the Sales tax section.
    3. Select Taxable Sales Summary.
    4. Modify the Report period as necessary.
    5. Click Run report.

    For additional insight about this, you can visit this article: Sales tax in QuickBooks Online

     

    That should get you going in the right direction. Please don't hesitate to reach out to me again if there's anything else I can help you with. Thanks for reaching out, wishing you and your business all the best!

    BettyJaneB
    BettyJaneB
    July 19, 2019

    Hello there, @5470.

     

    Let me provide additional insights on how you can pull up a Sales Tax Liability report that consists the  Gross Sales in QuickBooks Online. 

     

    Pulling up the sales tax liability report in QuickBooks Online will only provide the taxable sales of your transactions. However, you have the option to pull up the Taxable Sales Detail report to see the gross sales amount.

     

    To do that:

    1. Click on Reports from the left pane.
    2. On the search field, key in Taxable Sales.
    3. Choose Taxable Sales Detail.
    4. Click on Customize.
    5. Enter the appropriate date range in the General section.
    6. Select on Filter.
    7. Under Filter, check the box next to Customer Taxable.  This will ensure all customers with non-taxable sales are listed
    8. Check the box next to Product/Service Taxable, select Taxable. 
    9. Select Run report.

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

    I've also included some links and tutorials that can help you with running QuickBooks:

    Lastly, QuickBooks is constantly finding new ways to make sure that your product meets your needs, based on your feedback. I'd encourage you to visit our QuickBooks Blog to be updated with our latest news and updates including product improvements. 

     

    Please let e know if you have any other questions with this concern. I'd be happy to help you out. Have a great day!

    A
    almoterp
    July 22, 2019

    Handy tool if...it worked correctly.

    Tried your steps below but still none of the non-taxable items did not appear in the report even though I had to filter set to ALL taxes.  

     

      A
      almoterp
      February 27, 2019

      Why doesn't gross sales include the sales taxes paid by clients? When I run the P/L report, the total sales is incorrect when I compare to the 1099-Misc forms reported to the IRS by clients.

      JessT
      JessT
      February 27, 2019

      Hi almoterp,

       

      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.

       

      On the other hand, your P&L report is based on the transactions you entered in QuickBooks while the 1099-Misc forms are based on your clients' records. If tax amounts are still not matching, I'd suggest doing a cross-reference check with them to know why you got a different amount.

       

      Please don't hesitate to go back to this thread if you need more help.

      D
      Dollface11
      July 23, 2019
      For Quickbooks Online : Having to pull a P&L to gather Gross Sales over complicates things. I've stumbled across a workaround much easier. Although I haven't found out how to print this (which I NEED!) - click Taxes on the lefthand side and on this main screen the columns display Gross Sales, Taxable Sales, Tax Amount, etc. This info is needed when submitting Sales Tax Reports / Payments. I prefer QB Desktop version. QB Online version stinks!!
        T
        TirzahC
        September 20, 2021

        Glad you made it here, tcorso. I'll make sure to help you figure this out.

         

        Once you use the new sales tax feature for your invoices and sales receipts, QuickBooks automatically calculates sales tax based on the location of the transactions which is the Automated Sales Tax feature determines the rates based on the customer's billing and shipping address on the sales form. If you want to continue the old feature,  here’s a workaround that may work for you.

        1. Go to your Taxes menu and Click the Report blue link.
        2. Select the Tax Liability Report. 

        Also, you can still review the rates for each tax agency from the Sales Tax Center. Here's how:

        1. Click on Taxes at the left pane, then choose Sales Tax.
        2. Tap on Sales tax settings.

        3. Review the rates from there.

        I'll be adding a few related articles for you to be familiar with Automated Sales Tax:

        I've additionally included a few detailed resources about working with reports that may come in handy moving forward:

        Please know that you can always tag me if you have any other QuickBooks report concerns. I'm always here to help and provide you additional assistance. Take care!

        T
        tcorso
        September 20, 2021

        Sorry Tirzah this didn't help too much. I need to have the Gross Amount and Non-Taxable Amount columns on the Sales Tax Liability Report. There are a bunch of workarounds posted here but I have not found one that works.

        AlexV
        AlexV
        September 20, 2021

        Hi tcorso!

         

        Thanks for the reply. Let me further assist you in running the Sales Tax Liability report.

         

        The Sales Tax Liability report has four columns in default. These are the gross amount, non-taxable, taxable, and the tax amount. Make sure to pull up the said report from the Reports menu.

         

        You'll want to use an incognito window and check the report from there. Incognito won't save your browsing history which can result in an error. These are some of the shortcut keys:

        • Google Chrome: Ctrl + Shift + N
        • Safari 11 or newer: ⌘ + Shift + N
        • Mozilla Firefox: Ctrl + Shift + P
        • Microsoft Edge: Ctrl + Shift + P  

         

        Also, you'll want to clear the cache and make sure you're using a supported and up-to-date browser. This can fix any browser-related issues.

         

        Another way to get the gross Amount and non-taxable amount is to pull up the Sales by Product/Service Detail report. Then, click the small Gear icon next to the Export button and check the Taxable, Tax Amount, Taxable Amount, and Tax Name boxes.

         

        I've added the links you can check to see the available reports in QuickBooks Online and how to customize them:

         

        Also, here's the article on how to settle your sales taxes: File your sales tax return and record tax payment in QuickBooks Online.

         

        Leave a comment again here if you need more help. Take care!

        A
        antoncleverence
        December 6, 2024

        Hello!

        To find "total gross sales" for your sales tax filing in QuickBooks, you can run the Sales Tax Liability report or Profit and Loss report. In QuickBooks Online (QBO), go to Reports, search for the Sales Tax Liability report, and check the "Total Sales" column. In QuickBooks Desktop, you can use Reports > Sales > Sales by Customer Detail to view your total gross sales. Make sure to adjust the date range to match your sales tax filing period.

        If you want a more streamlined process for managing inventory and sales data, you could also use Cleverence Warehouse 15, which integrates with QuickBooks and helps track inventory with barcode scanning and label printing.

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