Are these two reports different?1. Standard Reports - Transaction Detail by Tax Code2. Taxes Tab - Transaction Detail by Tax Code

Shiela-Wabe · ‎April 20, 2025

I reviewed them and my accountant says they should be the same, should have the same figures. However, upon review, I noticed that Item #1Standard Report does not include the Credit Notes we issue for our invoices. So I'm a little confused about these reports. I also have Journal Entries and Deposits applied to the invoices which shows in this report. What I usually refer to for my GST filing is the item #2 Tax Tab Report which tallies with my GST F5 summary report.

LeizylM

The transaction detail by Tax code from the Taxes Tab and Standard Reports are the same, Shiela. Let's review the filters that were applied when sorting transactions to ensure that everything is accurate.

Also, let's consider checking the accounting method that is set to Accrual basis, as this affects how transactions are recorded in your financial reports.

I've added a screenshot for your reference.

Moreover, if you require assistance with customising reports in QBO classic and modern view, here are some articles you can refer for future guidance:

I've added this article to learn more about tax codes:

I'm all ears if you have other concerns about running reports in QBO. Just click the Reply button to add your comment so I can assist you further.

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Are these two reports different?1. Standard Reports - Transaction Detail by Tax Code2. Taxes Tab - Transaction Detail by Tax Code

Are these two reports different?1. Standard Reports - Transaction Detail by Tax Code2. Taxes Tab - Transaction Detail by Tax Code