How do I get a sales tax liability report in QBO that includes the same info the desktop version had?

Let me share some info about reports in QuickBooks Online, @ejjmcmufn-msn-co.

I can see how essential it is for you and your business to include all information in the Sales Tax liability report. But it will only show the Taxable amount and the Tax in QuickBooks Online. 

In the meantime, you can visit our QuickBooks Blog. It provides all recent updates and product enhancements. 

I'm also adding this article to guide you on how to personalize reports: Customize reports in QuickBooks Online. 

Moreover, you can memorize the report to save it with its current customization settings.

Let me know if you need more help with accessing reports in QuickBooks. I'll be your guide you reach your goal. Stay safe always.

Hi, @ejjmcmufn-msn-co.

Hope you’re doing great. I wanted to see how everything is going about the sales tax liability report concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

I moved from Enterprise to QBO and I a trying to do the same thing - did you figure out how to do this?

This report is really important and need to be ran every month.
If QBO doesn't have it, QB should at least provide a custom report to get the required information

This is a very important report, I have to run it every month.

If QBO doesn't do it, QB should provide a custom report to fix the problem at least temporally.

Thanks for joining the thread, @CAPLEvel.

I want to emphasize how crucial it is for your business to have the Sales Tax liability report in QuickBooks Online (QBO). While we can only utilize the available customizable features at the moment, rest assured that I will send your suggestions to our product developers. We are committed to improving your experience in QuickBooks, and your feedback is invaluable in achieving that goal.

In addition, I encourage you to send your feedback directly to our developers through QuickBooks. This will allow them to review your suggestions and consider them for inclusion in future updates.

Here's how to send your request:

1. Select the Gear icon at the top, then Feedback.
2. Enter your comments or product suggestions. 
3. Click Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

Please know that I am always here to help if you have any other concerns or questions. Just tag my name in the comment section, and I will get back to you as soon as possible. Thank you for your valuable feedback, and we look forward to improving your experience in QuickBooks Online.

I can see all of the important columns necessary to process my Sales Tax for the state, however, none of the columns have a total at the bottom of each column. I see

Gross Sales broken down by county - No Totals at the bottom of the column 

Non-Taxable Sale broken down by county - No Totals

Taxable Amount broken down by county - No Totals

Tax Amount broken down by county - No Totals.

How do I find a Sales Tax Liability Report that shown the Totals of each column?

Hello there. I've got some information to share about finding a Sales Tax Liability Report showing each column's Totals in QuickBooks Online.

At the moment, QBO shows only the total amount for the Tax column. I recommend providing feedback for the summary of each column in the report to be displayed. Your suggestions will then go to our product developers for review. This helps them make your QBO experience better. Here's how:

1. Go to the Gear icon.
2. Select Feedback.
3. Type in your product suggestions. 
4. Lastly, hit Next to submit.

For future reference, open the QuickBooks Online Feature Requests webpage to keep track of request updates.

Alternatively, you can run the Sales by Customer Detail or Product/Service Detail report. Then, modify them to show your desired information. Here's how:

1. Open the Reports menu.
2. Search for the report and click to open it.
3. Set all the necessary filters.
4. Click on Customize, then go to Rows/Columns.
5. Hit Change columns and put a check on the following items (Tax name, Taxable Amount, Tax Amount, Taxable)
6. Once done, click on Run report. See the following screenshots for reference:

The Sales by Customer Detail report:

The Sales by Product/Service Detail:

Otherwise, you can export your report to Excel and make customizations from there.

I'll also add this guide for you to know more about managing sales taxes: Set up, edit, and deactivate your sales tax rate and settings.

Don’t hesitate to tap the Reply button below if you have other questions or concerns. I’ll be here to help. Stay healthy and always take care!

What report did you use that gave you the nontaxable amount and total sales?  That's what I'm in need of now.  I need total sales broken down by our two states that we charge tax in.

We can run the Sales Tax Liability Report to show the nontaxable amount and total sales in QuickBooks Online (QBO), @JarsInc. Allow me to outline the steps for you.

The Sales Tax Liability Report summarizes your taxable and non-taxable sales, plus the total sales tax you collected from customers. Also, you can click the amount of each total in the report to view the included transactions. I'll show you how.
 

1. Go to the Reports menu.
2. In the Find report by name field, locate and open the Sales Tax Liability Report.
3. Click Customize.
4. From the General dropdown, choose a Report period and Tax agency.
5. From the Rows/Columns dropdown, click the Change Columns link.
6. Put a checkmark on the Tax name, Gross Total, Non-Taxable, Taxable Amount, and Tax Amount columns.
   
7. You can also customize it further to add the details you need. Then hit Run report to save changes.
   

    

Also, you can check out this article for more details about managing the Sales Tax Liability report in QBO: Check how much sales tax you owe in QuickBooks Online.

Furthermore, check out these articles for tips on saving and exporting your customized reports for future access:
 

• Memorize reports in QuickBooks Online
• Export your reports to Excel from QuickBooks Online
   

Anytime you need clarity on managing your QuickBooks reports, just drop a post here. I'm ready to support you and simplify the process.

Thanks!  This is great.  But the one thing I still need to be able to see on this report is the total sales for the entire month, regardless of what the tax entity was.  For example, we don't collect tax in New Mexico because all of our customers are tax exempt.  However, when I file my taxes info for New Mexico, I have to report the total gross sales for the month since our business is located in NM.  The Sales Tax Liability Report from the desktop version of Quickbooks would give me that total.  The version of this report in the online version does not.  What I want is the Sales Tax Liability Report in the online version to be the exact same report that I was getting in the desktop version.

The total feature in the Sales Tax Liability report isn't available in QuickBooks Online (QBO), @JarsInc. Let me give you additional information about this. 

I recommend sending your feedback so our developers can consider adding this option. To do so, please follow the steps below:

1. Open your QBO account.
2. Click the Gear icon in the upper-right corner.
3. Select Feedback under Profile.
4. Share your feedback.
5. Click Next to submit.

You can refer to this link so you can track the status of your request and get the latest updates from our development team: QuickBooks Online Customer Feedback

I'm happy to assist if you need additional assistance managing your sales taxes in QBO. Have a great day ahead!