Review sales tax reports

QuickBooks Desktop makes collecting, tracking, and remitting sales tax more convenient.

You can run reports that will help you review your sales tax payable, so you can make sure everything is accurate before paying taxes.

This article is part of a series on Sales Tax. It covers the usual sales tax workflow in QuickBooks.

• Set up sales tax
• Collect sales tax
• Review sales tax reports
• Pay sales tax

It also helps you complete other sales tax-related tasks.

• Process sales tax adjustment
• Display multiple sales tax items on an invoice
• Refund sales tax collected from tax exempt customers
• Track sales tax on purchases from suppliers

If you encounter problems while working on your sales tax, refer to Resolve common sales tax issues.

Tax Agency Detail Report

This report lists the transactions that correspond the box number on the sales tax return.

To access this report, go to Reports > Suppliers & Payables > Tax Agency Detail Report.

Tax Agency Report

This report shows you the information for each lines of the sales tax return.

To access this report, go to Reports > Suppliers & Payables > Tax Agency Report.