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bpon4425
Level 2

How can I run a tax summary report filtered by location?

 
Solved
Best answer January 27, 2020

Best Answers
MarsStephanieL
QuickBooks Team

How can I run a tax summary report filtered by location?

Hello there, @bpon4425.
 
You can customize your report by location after you have enabled the Track locations feature. I’d be glad to show you the steps below.
 
Here’s how:
 

  1. Go to the Gear icon and select the Account and Settings tab.
  2. Choose the Advanced tab and go to the Categories section.
  3. Click the Pencil icon, and tick the box for Track locations.
  4. Select Save.
  5. Hit Done.

 
You can now track your tax sales summary report by location, please follow the steps below:
 

  1. Go to the Hamburger icon and select the Reports tab.
  2. Search for the Tax Sales Summary.
  3. Click on the drop-down box below the Display columns by tab.
  4. Choose Locations and edit your preferences.
  5. Select the Run report tab after modifying the report.

 
Also, you can check this article as your guide in filing taxes electronically: File and pay your sales tax return in QuickBooks Online.
 
Please let me know how it goes or if you have any follow-up questions so I can get back to you. I'm always here help. Have a great rest of the week.

View solution in original post

1 Comment
MarsStephanieL
QuickBooks Team

How can I run a tax summary report filtered by location?

Hello there, @bpon4425.
 
You can customize your report by location after you have enabled the Track locations feature. I’d be glad to show you the steps below.
 
Here’s how:
 

  1. Go to the Gear icon and select the Account and Settings tab.
  2. Choose the Advanced tab and go to the Categories section.
  3. Click the Pencil icon, and tick the box for Track locations.
  4. Select Save.
  5. Hit Done.

 
You can now track your tax sales summary report by location, please follow the steps below:
 

  1. Go to the Hamburger icon and select the Reports tab.
  2. Search for the Tax Sales Summary.
  3. Click on the drop-down box below the Display columns by tab.
  4. Choose Locations and edit your preferences.
  5. Select the Run report tab after modifying the report.

 
Also, you can check this article as your guide in filing taxes electronically: File and pay your sales tax return in QuickBooks Online.
 
Please let me know how it goes or if you have any follow-up questions so I can get back to you. I'm always here help. Have a great rest of the week.

View solution in original post

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