How do you get the breakdown of sales by Gov/non-taxable/Taxable/etc sales om QB Online. Exact report is called Sales Tax Revenue in QB DT but I can't find it inQBonline

Glad you made it here, mlamb3. I'll make sure to help you figure this out.

It could be that you don't have non-taxable transactions. This can be the reason why they don't show on the reports. You'll have to make sure that you have the correct Report period and the Tax agency drop-down to All.

I'm adding this article for more information on how to customize a report: Customize reports in QuickBooks Online

Please let me know if you need more help with the Sales Tax report in QuickBooks. I'll be happy assist you further. Take care and stay safe.

In this particular report sales tax liability report, there are a substantial amount of invoices considered under non-taxable, they do not show up in the report.  The only ones that show up are the ones I have manually entered, so not even a drop in the bucket.  We might need to back this conversation up and identify how to get the non-taxable sales to show up, regardless of the checkbox on the invoice.  If it isn't the State I report in, I still need that information on the overall count.  Perhaps there is a different report available rather than trying to work this one? 

In QB Desktop the exact report I need is called Sales Tax Revenue.  This breaks down the sales by the identifiers.  In the Sales Tax Liability report on QB Online I am only getting the state that I report taxes in and not anything on the other states.  The non-tax line as mentioned above does not contain the rest of my orders.  Perhaps that is what needs to be addressed as well if this is the only way to get the information. 

Joining the thread to help with your question about running reports, mlamb3.

QuickBooks Online does not have a similar report (Sales Tax Revenue). For sales taxes, you can run the following reports: 

• Sales Tax Liability Report
• Taxable Sales Detail
• Taxable Sales Summary

Please take note that the Taxable Sales Detail is only available in the Essentials, Plus, and Advanced versions of QBO. Here's an article about this for more details: Reports included in Your QuickBooks Online Subscription.

Also, QBO will only include transactions in the Non Taxable column if the Tax column in the invoice or sales receipt is checked. You'll need to open each transaction that are not reported and check the Tax box. 

Aside from the Report period is correct, you also need to make sure that the Accounting method (Case or Accrual) is correctly selected. 

Please add another reply below if you still need more help with this. We're always here to make sure we get this sorted out. 

I do have QB Online Advanced

I do see all three reports

I can customize them

The problem lies in getting the synced invoices from the webstore to come across with the tax box marked.  Although the sales tax information is recorded accurately, the imported information does not include the parameter needed to mark that tax box.  

This is Volusion / Webgility online.  If anyone has successfully used a 3rd party software that is able to mark that tax box in the invoices I'd be very interested in what you use and what parameter is selected that gathers that information for the import.   Thanks!

I do have QB Online Advanced

I do see all three reports

I can customize them

The problem lies in getting the synced invoices from the webstore to come across with the tax box marked.  Although the sales tax information is recorded accurately, the imported information does not include the parameter needed to mark that tax box.  

This is Volusion / Webgility online.  If anyone has successfully used a 3rd party software that is able to mark that tax box in the invoices I'd be very interested in what you use and what parameter is selected that gathers that information for the import.   Thanks!

Hi @mlamb3,

I appreciate you for getting back to us here in the Community. I'm here to share some information on how you can mark the tax boxes on your invoices in QuickBooks.

Currently, a similar report to Sales Tax Revenue is unavailable in the Online version. Since the imported information from Volusion/Webgility doesn't include the parameter to mark the tax box, the only way is to search for a third-party application.

However, we can't recommend which software offers this type of service. For now, I recommend you visit the Intuit Apps store to find what you need.

Here's how:

1. Sign in to your QuickBooks account.
2. On the left navigation bar, select Apps.
3. Search for apps. 

You can also check this article for more details about how to personalize the filters and columns of the reports in QuickBooks: Customize reports in QuickBooks Online.

Please know that I'm just a post away if you have any other questions regarding the reports. Take care.

What is the correct terminology I'm looking for then in these 3rd party apps to be sure the data is brought over as expected?  "Tax" box, is probably not the search term.  Thanks. 

Hi there, mlamb3.

I'm here to help you in finding the right app for your business.

Since those are imported transactions, you can enter the keyword "import invoice" instead. This way, you'll be able to effectively search for an importer tool that can automatically mark the Tax box. Alternatively, you navigate the Categories section of our QuickBooks App Store to filter the search results.

Before purchasing any printer or printing app, I suggest reading some reviews online or trying their trial options available to ensure that you'll find all the features and functionalities you need.

Additionally, here's a guide that you can read to help get a detailed look at the taxes you owe to ensure that everything is accurate before you file and pay your sales tax return: Check how much sales tax you owe in QuickBooks Online. 

Just drop me a comment below if you have any other questions and I'll get back to you as quickly as possible. Have a great rest of the day.