Where can i find a summary of the gst that i charged my client?

Hi ryanwalexander,

Sometimes it's necessary to have a summary of the GST that you paid your client. Don't worry, I'll be happy to steer you on the right path so you can get back to doing what you love. 

QuickBooks Online offers an easy-to-use platform that helps you get your work done faster. Based on the info you're looking for I'd recommend running a GST/HST Detail report and filter it by customer. To do this, click on Reports from the left menu > scroll down to the Sales tax heading and look for the GST/HST Detail report > once the report comes up, click on Customer > open the Filter drop-down and under Customer, select the client in question > run the report.  

Give this a try and if you have questions, don't hesitate to reach back to me in the comments below. I'm here to assist. 

Hello ryanwalexander,

Thanks for following up. I've read through what you and my colleague have discussed so far and can confirm that the steps he's provided are for QuickBooks Online exclusively. I see you've tagged QuickBooks Self-Employed as your product, and I can help you with that. I'll also be following up with my team to make sure we're being mindful of the products you're asking about.

QuickBooks Self-Employed is a simplified version of the software and that simplified nature also applies to the reporting. As you notice when you go to the Reports tab in QuickBooks Self-Employed, there are only a certain number of reports available to you. When it comes to taxes, you have the Tax summary and Tax details reports at your disposal. At this time, these cannot be narrowed down by customer and there isn't a customer report you can review in general. This is because QuickBooks Self-Employed doesn't have any sort of customer list that it works with.

An option you can consider is going through your customer transactions individually to make note of the details you're looking for and create your own report in Excel or elsewhere. I know this can create a lot of extra work, which is why I'm going to recommend you submit feedback to the QuickBooks Self-Employed team to let them know how the kind of report you'd like would benefit you as a user of this version of the software. Here's how to do that.

1. Select the Assistant feature.
2. Type and enter "feedback" into the search box.
3. Follow the prompts.

In the event you might be interested in switching to QuickBooks Online since it does have the report you're looking for, here is some information about how that can be done as well as that version of the software.

• Switch from QuickBooks Self-Employed to QuickBooks Online

• QuickBooks Online

I hope this has helped clear up your options. I'll be here if you've further questions.

Hello,

Thanks for your response again.

I understand that you are saying that Self-Employed is a stripped down version of quickbooks, however it seems to me that there is a bug and my tax summary is a feature that is intended to be included. 

When I view the tax summary there are line items for "GST collected" but they are zeroed out, despite them being collected as part of the invoices. See attached screenshot.

Of course I can add them up manually, and I have.  However, these are features that I thought I was paying for and it is very disappointing to learn that they are not included or are not working properly with tax time imminent.

Furthermore I'm not interested in upgrading my service with you and paying even more.  Also I will not be submitting more feedback as I've invested enough of my time trying to help you improve your product (I've given other feedback when my client encountered issues with early invoices).  Feel free to make a case out of the information in this thread, though.