cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
terri-sinclair
Level 2

Is there a report I can run that shows tax and product price on separate lines?

 
Solved
Best answer April 17, 2019

Best Answers
Anonymous
Not applicable

Is there a report I can run that shows tax and product price on separate lines?

Hello Terri,

 

That's an interesting question. With QuickBooks Online, you can easily generate various reports to keep an eye on your business finances. You can also customize specific reports to meet the needs of your business. If you want a report that displays the product price and tax amount separately, follow these steps:

  1. Select Reports from the left menu
  2. Scroll down to the Sales and customers section
  3. Select Sales by Product/Service Detail
  4. Select the report period
  5. Select the little gear icon just above the report header
  6. Select Show more
  7. Select Tax Amount and Net Amount
  8. Click in the empty space next to the dialogue box

The report should now display the tax amount, net amount and total amount in different columns. Check this community article to learn more about how to customize reports.

 

Let me know if you have any other questions.

View solution in original post

5 Comments 5
Anonymous
Not applicable

Is there a report I can run that shows tax and product price on separate lines?

Hello Terri,

 

That's an interesting question. With QuickBooks Online, you can easily generate various reports to keep an eye on your business finances. You can also customize specific reports to meet the needs of your business. If you want a report that displays the product price and tax amount separately, follow these steps:

  1. Select Reports from the left menu
  2. Scroll down to the Sales and customers section
  3. Select Sales by Product/Service Detail
  4. Select the report period
  5. Select the little gear icon just above the report header
  6. Select Show more
  7. Select Tax Amount and Net Amount
  8. Click in the empty space next to the dialogue box

The report should now display the tax amount, net amount and total amount in different columns. Check this community article to learn more about how to customize reports.

 

Let me know if you have any other questions.

terri-sinclair
Level 2

Is there a report I can run that shows tax and product price on separate lines?

Thank you, that worked for the commission reports I have to do for sales reps!

 

Anonymous
Not applicable

Is there a report I can run that shows tax and product price on separate lines?

You're welcome! I'm glad I was able to help.

treasurer116
Level 2

Is there a report I can run that shows tax and product price on separate lines?

The Amount field/column doesn't include the tax in my report, it's the same as the Net Amount...?

LauraAB
QuickBooks Team

Is there a report I can run that shows tax and product price on separate lines?

Hello treasurer116,

 

Thanks for joining us on this thread. It sounds like you've already gone through the steps as outlined above for the Sales by Product/Service Detail report, and now you're wondering why the Amount column and the Net Amount column show the same figure. I can explain this so you have a sense of how QuickBooks Online handles these figures in your reports.

 

QuickBooks Online's reporting for sales and other types of transactions like that most often work with net values for the Amount column. Given that, you can do away with the Net Amount column entirely if you'd like and just work with the Amount column since they're the same value. In this case, the key addition is the Tax Amount column, which is where the program shows you the taxes calculated for the transaction in question. For this report, there isn't a column to show the total amount including taxes.

 

If you're interested in a report that shows the total amount calculated and then have the option to add separate Tax Amount and Net Amount columns, you can consider running a report like Transaction List by Date. For that report, the amount shown in the Amount column is the total amount. Here are some helpful articles for working with reports.

Give those a shot and let me know how it works out for you. I'm here to help!

Need to get in touch?

Contact us