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lmetty23
Level 1

Is there a way I can get the tax name to come through on the tax liability report but have it listed on each invoice. i need that for grouping

 
1 Comment 1
Anonymous
Not applicable

Is there a way I can get the tax name to come through on the tax liability report but have it listed on each invoice. i need that for grouping

Thanks for getting in touch with us today, @lmetty23,

 

I can help you get the report you need in QuickBooks Online.

 

You can customize a Taxable Sales Detail report to show the Tax Name alongside with the invoices. Let me guide you through the steps:

  1. Click the Reports tab.
  2. Choose Taxable Sales Detail.
  3. Click the Customize button.
  4. Edit the Report period.
  5. Click the Rows/Column menu to expand the options.
  6. Choose the Change columns link.
  7. Mark Tax Name, Tax Amount and Taxable Amount.
  8. Click Run report.

That should do the trick, @lmetty23. To know more about customizing reports in QBO, please check out this article: How to customize reports

 

Please notify me if you have any questions about QuickBooks reports. I'm here to point you on the right direction. All the best!

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