New report required for GST reporting

Elaine C · ‎September 27, 2021

Hi QB community, my company is reporting GST starting 2 Jul. I am looking for a GST report that will reflect all of the individual purchases and the corresponding individual GST for each day. Currently, the tax agency detail report reflects only total purchases and total GST for each day. We are using Desktop Premier 2013 edition.

To illustrate my point, 3 screenshots attached.

Screenshot 1 (tax agency detail report). For 2 Jul, total purchases is $1,342.27, corresponding GST 7% is $93.96.

Screenshot 2 is from the purchases account. The yellow highlighted reflects the individual purchases adding up to total $1,342.27 2 Jul. But this report does not reflect the individual tax amount. Also, this purchases account includes both GST and non-GST purchases. So it is difficult to identify at a glance the GST related figures.

Screenshot 3 is the write cheque feature where I enter the purchases and their related GST or non-GST status. Note the vendors do not have individual accounts. All payments are made to "cash in drawer".

Looking forward to your advice. Thank you very much.

Jen_D · ‎September 27, 2021

Thanks for posting here in the QuickBooks Support page, @elaine.

I want to make sure you're able to get the report you need for the tax agency. If there are columns in the report that you can't add, you can do it outside QuickBooks by exporting it to excel.

Here you will need 2 or ore reports, then you can combine them in an Excel worksheet. Here's how:

In QuickBooks, go to the Reports menu and select Reports Centre.
Find and open any report.
Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
To create a new Excel workbook, select Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
If you want to format the data a specific way, select Advanced. This is optional.
When you’re ready to export, select OK. To open the report in Excel, you can also select Export.

If you need further assistance with modifying the report, please mention me anytime. I'll be more than glad to share additional insights with you. Have a nice day!

Elaine C · ‎September 27, 2021

Hi @Jen_D , I am not saying definitely that I can't add columns in the report in Quickbooks. If it is indeed possible, please show me how, with reference to my specific question on GST reporting.

Also, it is not a simple matter of exporting to excel as you had suggested. One report (screenshot) I showed earlier had a summary for each day, which the other report had other accounts' data by day. Do refer to my original post for the complete question, plus screenshots of quickbooks where I demo my issue.

Looking forward for advice. Thank you.

Elaine C · ‎September 28, 2021

Hi QB Community, is anyone available to help me with my question please? Please see my original post. @Jen_D 's mention of exporting to excel is not quite the solution, as QB reports in itself doesn't generate the necessary data in the required details for export purpose. Thank you.

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New report required for GST reporting