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Level 1

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

I want to have a report with the customer, sales tax, taxable amount, invoice amount. I figure the easiest way to do this is to customize the sales by customer report but I don't have the option to add any tax items as a column.
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Best answer 12-10-2018

Best Answers
Level 15

No there is no way to get that, sales are income and sale...

No there is no way to get that, sales are income and sales tax collected is a liability so intuit did not include that as an option in reporting on sales.

Would be nice though, use the help menu>submit feedback and explain what you want

View solution in original post

9 Comments
Level 2

Is there an update on the status of this report? I would...

Is there an update on the status of this report? I would like to have it as well.
Level 15

No there is no way to get that, sales are income and sale...

No there is no way to get that, sales are income and sales tax collected is a liability so intuit did not include that as an option in reporting on sales.

Would be nice though, use the help menu>submit feedback and explain what you want

View solution in original post

Level 1

Re: 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.

 

Level 1

Re: 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.

Level 15

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

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.

Level 1

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

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!

Level 1

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

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.

QuickBooks Team

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

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.

Level 1

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

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

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