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kdomney
Level 2

Can I customize the sales tax report based on tax collected in a given month?

 
Solved
Best answer January 23, 2020

Best Answers
Catherine_B
QuickBooks Team

Can I customize the sales tax report based on tax collected in a given month?

I have two options that we can pull up showing the same details, kdomney. 

 

First, using the Sales Tax Liability Report, drill-down to each tax agency to view the transactions. Just click the amount to open the transaction detail report. You can export and then collate it within Excel

 

Second, we can use the Taxable Sales Detail report and customize it to get the information we need. Let me show you how:

  1. In the Reports page, search and click on Taxable Sales Detail.
  2. Click the Customize button and change the Report period (Month). 
  3. Select Rows/Columns and then choose on how to group the transactions.
  4. Check the Tax Name, Tax Amount and Taxable Amount box. 
  5. Hit Run report.

Let me know if you need anything else. Thanks!

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6 Comments 6
JasroV
QuickBooks Team

Can I customize the sales tax report based on tax collected in a given month?

Hi there, @kdomney.

 

You can customize the Sales Tax report by clicking the Customize button. Here's how.

 

In your QuickBooks Online (QBO) account:

  1. Go to the Sales menu and select the Sales Tax tab.
  2. Click Reports from the top right corner and select Tax liability report.
  3. Adjust the date of the reports to your preferred month.
  4. Once done, click Run report2.PNG

I've got you this great article to learn more about customizing report in QBO: Customize your reports in QuickBooks Online

 

You might also want to check our Reports and accounting page to read and learn some best practices on managing your reports.

 

The Community is always here to help if ever you have other questions or concerns. We have users and experts who are willing to help.

kdomney
Level 2

Can I customize the sales tax report based on tax collected in a given month?

Thank you!

 

Is there a way to further customize to show the detail?

 

kdomney
Level 2

Can I customize the sales tax report based on tax collected in a given month?

Thank you!

 

Is there a way to further customize to show detail?

 

Catherine_B
QuickBooks Team

Can I customize the sales tax report based on tax collected in a given month?

I have two options that we can pull up showing the same details, kdomney. 

 

First, using the Sales Tax Liability Report, drill-down to each tax agency to view the transactions. Just click the amount to open the transaction detail report. You can export and then collate it within Excel

 

Second, we can use the Taxable Sales Detail report and customize it to get the information we need. Let me show you how:

  1. In the Reports page, search and click on Taxable Sales Detail.
  2. Click the Customize button and change the Report period (Month). 
  3. Select Rows/Columns and then choose on how to group the transactions.
  4. Check the Tax Name, Tax Amount and Taxable Amount box. 
  5. Hit Run report.

Let me know if you need anything else. Thanks!

info-pillarsofex
Level 1

Can I customize the sales tax report based on tax collected in a given month?

Hello, My issue is that Washington state is asking for tax rates based on county. None of my databases collect this information, only by the state. Which means I will have to collect this manually for hundreds of sales. Any ideas? I created an excel, but it will be very time-consuming. Argh.

Charies_M
Moderator

Can I customize the sales tax report based on tax collected in a given month?

Thanks for following the thread, info-pillarsofex.

 

 I'm happy to lend a hand with managing your sales taxes for Washington.

 

For the automated sales tax feature, QuickBooks Online (QBO) automatically generates the tax agencies and sales tax rates based on the following:

  • Your customer's tax-exempt status
  • Where you sell and where you ship
  • Your service or product's tax category

QBO also makes sure taxes and rates are updated and in line with your state standards. However, I'd still recommend checking with your accountant for more guidance on how to handle this situation.

 

If you want to edit your sales tax, you can follow the instructions in this article: Edit sales tax rate in QuickBooks Online.

 

You might also be interested in managing sales tax can be found in the following article: Sales Tax in QuickBooks Online

 

Check out this article for additional information about how Federal and state taxes are calculated: File federal and state tax forms

 

Be sure to get back to me if you have additional questions. It would be my pleasure to help. Have a good one!

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