Custom Report: PST Paid from single Account???

Hi NLabatt,

Being able to customize your reports to show the information you need is one of the ways QuickBooks Online helps you save time. I can help you go over how to customize your reports in QuickBooks Online.

The best report for you to run would be either the Taxable Sales Summary Report or PST Detail Report. I recommend the Taxable Sales Summary Report as you just need to click the PST on purchases and it'll show you a report with only purchases for the time period you choose. You can find these reports by going to: Reports>Sales Tax>Taxable Sales Summary Report.

If you have any questions feel free to reach back out and we'd be happy to help!

Thanks for the quick reply! This is why I'm having an issue. There is nothing coming up for PST on Purchases! So far the only tax codes that show up, is for PST on Sales.

What am I missing?

Hello NLabatt. It's important you're able to see the info you're looking for in QuickBooks and I'll be happy to steer you on the right path. What happens when you try running the report in a private/incognito window? Are you seeing any transactions on the report? 

Tried Incognito; I do not see any transactions for PST. It seems that when I select GST/PST as the tax code, the system is able to recognize, and is managing GST correctly. However it does NOT appear to be able to identify PST on it's own.

The reason I need this: As a contractor, we end up with supplies being purchased where we are paying the PST(At say Home Depot), even though we should NOT be. I need to quickly identify those transactions, to correctly manage our PST remittances. GST works great, PST does not seem to give me any option to have QBO record it correctly, or pull a report. Perhaps there is some other way of identifying these, if you know the reason.

Tried Incognito; I do not see any transactions for PST. It seems that when I select GST/PST as the tax code, the system is able to recognize, and is managing GST correctly. However it does NOT appear to be able to identify PST on it's own.

The reason I need this: As a contractor, we end up with supplies being purchased where we are paying the PST(At say Home Depot), even though we should NOT be. I need to quickly identify those transactions, to correctly manage our PST remittances. GST works great, PST does not seem to give me any option to have QBO record it correctly, or pull a report. Perhaps there is some other way of identifying these, if you know the reason behind it.

Hi again NLabatt.

One of the reasons this might not be shown could be due to the tax code you're using to track the sales in QuickBooks Online. I recommend going through the steps in this article to make sure you have the correct sales tax code set up to track your purchases and sales. Also make sure that PST is set up on purchases as well as that could be one of the reasons its not showing. To check if it's added to your purchases you can follow these steps. Go to Taxes>Sales Tax> Manage Sales Tax and from there you should be able to select the sales tax code to see a break down of how its tracked. If it's set up as PST and GST it should look something like the following image.

You can also set up a sales tax code yourself if you wish to track it easier. However I recommend reaching out to your accountant before doing so as they're trained on how to do this and make sure it's tracked to the right accounts. If you don't have an accountant no need to worry, we have your back! You can go to My Accountant>Find a pro to help to find one in your area. You can also follow the steps in this article to create your own sales tax code.

If you have any questions feel free to reach out and we'd be happy to help.