Question

Sales Tax Liability Report

Forum|Forum|5 years ago
April 19, 2021
6 replies
0 views

There is a problem with the Sales Tax Liability Report. It is not showing the correct Gross Sales. It is showing the gross amount on taxable sales only. I need total gross sales (taxable and non-taxable) for my State report.

QuickBooks Online

JoesemM

I can help you check your reports today, @jjjmurphy3.

We can pull up and customize the Sales by Product/Service Detail or Sales by Customer Detail report. These reports will also show the list of all sales with all other tax information, o you can get the details you need. Let me show you how.

Go to the Reports menu and find "Sales by Product/Service Detail" or "Sales by Customer Detail" from the list or in the finder.
On the report, update the Report period and Accounting Method.
Tap the little gear on the report and mark the Taxable box and all other tax filters there.
On the same page click Class.
If you're using classes to identify which state those sales are processed, use the Customize button.
Go to Filter then mark the Class filter.
Once done, press Run Report.

On the report, you will notice that non-taxable items are blank in the Taxable column. Also, different classes assigned to transactions will appear there.

Here are some related links that will help you run reports in QBO:

You can as well read these articles as your guide while managing sales taxes in QBO:

Please let me know how it goes by leaving a comment below. I'll be around to help if you have any other questions about running reports or any QuickBooks related. Take care and have a good one.

G

GlenRVD

A workaround?

How about I reach around your monitor and slap you upside your head?

Relying on a software supplier to help us run our businesses efficiently, yet you cannot duplicate what was so easily performed in the desktop program.

Frenchefusa

I have the same problem. And I don't understand why QBO online changed the sale Tax system!! I am very upset!! I CANNOT do my sale tax for the last quarter!!

And I cannot get the Sales by Customer Detail!! I have Sales by Customer Summary but not all the options as shown in your screenshot

Thanks

S

ShiellaGraceA

Thanks for joining here today, @Frenchefusa.

Let me share some information about the reports. The screenshot that my colleague has shared is for the Sales by Product/Service Detail report. If you're looking to view the taxable amounts, you can use either the Taxable Sales Detail or the Taxable Sales Summary report. From there, filter the report to view the taxability and taxable amounts. Let me guide you how:

Go to Reports.
In the Find report by name field, type Taxable Sales Summary (or Taxable Sales Detail).
Tap the Customize button at the top.
Select the Filter drop-down, the Customer Taxable box.
Choose Taxable to view taxable customers and the Total amount. Then, Non-Taxable for non-taxable customers.
Click Run report.

With the above steps, you're able to see your last quarter's total taxable amount. Learn more about the other sales tax report in this article: Reports included in your QuickBooks Online subscription.

Additionally, feel free to browse this link here for topics related to taxes.

Keep me posted if you still have questions or concerns. I'm always here for you. Take care and have a good one.

C

cswenson

Where can we put in a request that the Sales Tax Liability report needs to show True Gross Sales, Taxable Sales and Tax Amount? It currently only shows the Taxable Sales amount. This is not okay. I shouldn't have to run 2 separate reports to determine "Total Sales" for previous month, then Taxable Sales for previous month. Please put them altogether like the Desktop version.

MaryLandT

Hi there, AnitaSD.

QuickBooks will automatically mark the tax box once the product you sell in taxable. Also, tax-exempt rules are not the same everywhere, QuickBooks will sometimes need to calculate sales tax for tax-exempt customers.

You just need to map items to their proper tax categories and make sure the customer's address is correct on each transaction. QuickBooks will then follow the correct tax-exempt rules based on what you sell and your customer's address.

Check out these articles for additional information about categorizing your products and services.

In addition to this, QuickBooks automatically calculates the total tax rate for each sale based on the following:

Your customer's tax-exempt status
Where you sell and where you ship
What you sell.

You can refer to this guide to learn more about the calculation: How QuickBooks calculates the correct tax rate on each sale.

If you're seeing that everything is set up correctly but sales taxes are incorrect, you can report this by contacting our QuickBooks Live Team. A representative will escalate the issue and forward it to our Sales Tax Research Team.

Also, to ensure you file on time and avoid extra fees, you can browse this article for the workflow: How to set products and services and get started with the sales tax.

Keep me posted if you have additional questions. I'll be right here to answer whenever you have follow-up questions about the sales tax in QuickBooks Online.

A

AnitaSD

Hello and Thanks for your Reply

I have run three scenarios - all for the same customer (taxable), all for the same non-taxable item, all for the same amount, etc. The only difference in each scenario was whether or not the taxable box was checked and/or the Sales Tax Rate selected on the invoice. For each scenario, I would expect the invoice total to be included in the Gross Total of the Sales Tax Liability Report and the Non-Taxable balance. That is not, the case, however. In one scenario, the invoice amount was not included at all in the Sales Tax Liability Report. For another, tax was actually assessed (for a non-taxable item), only one seemed to provide the expected result. If a product/item is non-taxable, I would expect it to be treated the same way on the Sales Tax Liability Report - regardless as to whether or not the Taxable Box is checked and regardless of the tax rate selected. I am attaching information and screen prints for each of these scenarios for you to review. I understand that each state handles sales tax differently and there are nuances here and there. But I would expect a non-taxable transaction repeated for the same customer/product to be handled the same way regardless of the Sales Tax Rate employed or whether or not the Taxable Box is checked. This makes no sense.

Sales-Tax-Liability-Scenarios.pdf

C

Carneil_C

I appreciate you getting back to us and sharing your thoughts, @AnitaSD

We recognize how this feature is beneficial to you and your business. However, as provided by my colleague above, the tax box automatically marks the product you sell as taxable once you sell it.

As we value your suggestions, I recommend sending your feedback to our Product Development Team. This way, they can review your suggestions and might make some adjustments for future updates.

Here’s how:

Go to the Gear icon.
Select Feedback.
Enter a brief description of your product suggestion and click Next.
Type your email address.
Once done, click Send Message.

Also, feel free to visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature, as well as the recent updates in QuickBooks.

In the meantime, you can read through these handy articles that can guide you through managing your sales taxes in QBO:

Keep me posted if you still have questions or concerns with sales taxes. I'll be around for you. Keep safe always!

G

GlenRVD

this sucks.

I wish we had stayed with desktop

M

mountainoven

Intuit or other users- any progress here?

This is ridiculous. How can you provide bookkeeping software that does not generate an accurate Sales Tax Liability report? We should not have to use a workaround and cross reference cells in an exported spreadsheet. That method lends itself to human error. We pay you for a software solution so we don't have human error. What is the problem? Give us the report like it is in Quickbooks Desktop.

C

cbcavnar

I thought this was fixed a few months ago.

Have been filing 1 sales tax return for a client selling into all 50 states. Are the reports still wrong?

H

HeatherCole

I agree. How is this they don't have a Sales tax liability report that contains all the information you need to file your sales tax? It's like they don't know how a business is run? Crazy. So far hating the Online verse the desktop.

D

DebSheenD

Hello there, @HeatherCole. I understand the importance of getting this report to file taxes.

I'm here to help you run the Sales Tax Liability report with the information you need to file taxes.

Here's how:

Go to Taxes.
Click Sales Tax.
Scroll down and hit the drop-down arrow beside Reports.
Choose Tax Liability Report.

I'll be sharing this article for further steps on how to add other specific details to your reports: Customize reports in QuickBooks Online.

Furthermore, I've added this reference to guide you in tracking tax payments and filing your sales taxes to avoid late returns and extra fees: File your sales tax return and record sales tax payments in QuickBooks Online.

Let us know in the comments below if you have additional questions about running reports. We'll always be available whenever you need help. Have a good one!

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