Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks.Explore QuickBooks Payroll
bkeller
Level 1

Is there a report that list sales tax per customer for a date range?

 
2 Comments 2
ReymondO
Moderator

Is there a report that list sales tax per customer for a date range?

Hi there, @bkeller.

 

Yes, there is a report that can give you this data in QuickBooks Online (QBO).

 

We can run the Taxable Sales Detail report to get the sales tax amount per customer for a given period. Here's how:

 

  1. Go to Reports and open the Taxable Sales Detail report.
  2. Filter the Report period.
  3. Click Customize, then go to the Rows/Columns section.
  4. Check the Tax Amount box.
  5. Select Run report.

 

You will now see the list of transactions together with the customer's name and their taxes for each items. You can also export this report to Excel to easily get the total sales tax for each customers. Just click the Export icon and select Export to Excel.

 

Moreover, you can check this article to help you out in customizing reports in QBO.

 

For more hints and resources as your get along with QuickBooks, please see this link: QuickBooks help articles, video tutorials, and more.

 

Stay in touch with me if you any other questions about sales tax report in QuickBooks. Just add your reply and I'll help you out. Have a great day!

ReymondO
Moderator

Is there a report that list sales tax per customer for a date range?

Hi @bkeller,

 

Hope you’re doing great. I wanted to see how everything is going about the sales tax per customer report concern you had the other week?. 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 anytime.

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

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us