How to show sales tax in sales by customer detail report?

For QB Desktop, Try this -

Reports, Accountant & Taxes - Transaction Detail by Account

Filter - Account - Multiple - Accounts Receivable and Sales tax payable

Filter - Type - Invoice & Credit 

The sales tax will be below the sales but you can export to excel, copy and paste sales tax next to sales amount.

For QB Desktop, Try this -

Reports, Accountant & Taxes - Transaction Detail by Account

Filter - Account - Multiple - Accounts Receivable and Sales tax payable

Filter - Type - Invoice & Credit 

The sales tax will be below the sales but you can export to excel, copy and paste sales tax next to sales amount.

You run Sales by Customer Summary, Columns by Item Type. Now Filter and Remove the Item Filter entirely. Now you see the Sales Tax as a column. This works for the detail report, for sales by items, and you can always run a report on the sales tax item(s), of course.

Please see my attachment.

THANK YOU!! Your solution is perfect! I don't have sales items, just a single service, but I stepped through the setup detail that you gave and got customer, service, sales tax for the quarter. Exactly what I needed. It's good to have a quick way to double check QB on sales tax as it's easy to get crosswise with that calculation!

I can't download your attachment and I'd really like to see how you did this report with sales tax. Are you using Desktop or Online? Because I can't make my sales by customer report show sales tax and I'm using Online.

Hi @cmeaston,

I'm here to take care of your query regarding a report showing your sales taxes in QuickBooks Online.

I suggest you run the Sales Tax Liability report instead.

Let me show you how:

1. Click the Reports tab.
2. On the search box, type in Sales Tax Liability.
3. Change the Report period if necessary.

Learn how to customize your reports in QuickBooks Online by following the steps listed on the link I provided. There's a short video along with some screenshots that you'll find in the article I mentioned for your reference.

Don't hesitate to leave a comment below if you have any other questions in mind. I'll get back to you as soon as I can.

THANK YOU!!! This was exactly what I needed.

Thank You so much. This helped me solve my boss's issue.

This was a great option in Desktop.  Not available in QBO.  this is why i'm having trouble accepting QBO.  Still tons of things missing in the QBO version.  Makes life difficult...especially the issue with not being able to open multiple reports at once.  As an accountant, i'm having trouble convincing clients to switch.  I have always been pro Qbooks but QBO is not quite there yet.

Thanks - This works.

Is there a way to change one of the columns from Customer to Transaction Number (in Sales receipts) or Invoice Number in Invoices?

I ask this because Customer will accumulate all orders under the customer whereas Transaction number of some sort would allow us to match to the order.

Hello there, samreg.

To make sure that I'll be able to address your concern properly, may I know if you're referring to a report or a transaction? If it is a report, what is the name of the specific report. Also, to be clear, you'll want to to change the information on the column, right?

Please let us know so we can get back to you as soon as possible. Have a nice day?

Hello

Thanks for your reply. I was following the steps mentioned above by QBteachmt

You run Sales by Customer Summary, Columns by Item Type. Now Filter and Remove the Item Filter entirely. Now you see the Sales Tax as a column. This works for the detail report, for sales by items, and you can always run a report on the sales tax item(s), of course.

Now I want to add another column or change the column Customer to Transaction Number or Invoice number based on whether it is invoices or sales receipts.- I can make two reports. (Or have it be the Invoice number or transaction number based on whether it is a sales receipt or invoice. if I just make one report)

SO really what I am looking for is a sales by Transaction number type report.

Thanks in advance anyway.

Hi, samreg. I appreciate you getting back and sharing additional details of your concern. Let me help you with modifying your reports in QuickBooks Desktop (QBDT).

I'm happy to know that you're able to generate the Sales Tax as a column when running your Sales by Customer Summary report. Replacing the Customer column with Transaction Number isn't an option for now. As a workaround, you may open the Sales by Customer Details report. This report will give you the Transaction Number column. After that, you export both reports to Excel and combine the information to get the details you need.

1. Select Create New Worksheet from the Excel dropdown menu.
2. Tap on in new workbook, then Export.

While the option is unavailable, you can send feedback directly to our product developers. This way, they can consider the feature you need in the coming updates. Rest assured they're working nonstop to enhance the product and deliver the best experiences for all QuickBooks users.

Here's how:

1. Go to the Help menu.
2. Click on Send Feedback Online, then Product Suggestion.
3. Enter your suggestion, then Send Feedback.

On the other hand, I'm also adding this material for more tips while managing your reports: Understand reports.

If you have follow-up questions, let me know by adding a comment below. I'm always here to help. Have a good one!

It does in QuickBooks desktop version. QBO is the worst software