Now that its tax season, anyone know where to find the Income Tax Summary and Detail reports in QB Online- they were readily available in QB Mac Desktop?

Hey there, @jimmylud. 

It's great to see a new face here in the Community. 

There are a few differences between the QuickBooks Online and Mac Desktop accounts. One of them being reports. With that being said, follow the instructions to create a payroll summary report in QuickBooks Online: 

1. Go to Reports and select Standard.
2. Scroll down to the Payroll section, then hit Payroll Summary. You can also enter the report name in the search field to find it.
3. Set a date range, then tap Apply.
4. If you want to include or hide a specific detail in this report, click Customize then Run report.

This should do the trick. If you have any other questions, don't hesitate to ask. Have a wonderful day! 

Thank you Candice-

Hmmm. Perhaps I didn’t frame the question properly.  It’s not a Payroll report I seek (the company is a partnership with no payroll).   

In Desktop, you go to the Reports pull down to Accountant & Taxes, then down to Income Tax Summary and Income Tax Detail.  I use these extensively, especially now!  Where are these reports in QB Online??

And, yes, there is much difference between QB Desktop and QB Online — and not in a good way …

Thank you for your response!!!

Cheers-

jim

Candice-

PS- I did try your instructions below on the app.qbo.intuit.com/app/reports site, and I did not find a Payroll Summary report.  I must be missing something.. Sorry. 

@jimmylud I am in the same boat and it is truly mind boggling that this was left out of QBO and the support you are receiving is to file a ticket to request added feature to QBO.

@AnneMariee & @Candice C To try and communicate the request @jimmylud is making, is there a report or custom report that can be run in QBO to show expenditures for each item in ones Chart of Accounts for a specific time frame, ie, last year. 

Please advise. Thank you.

Allow me to chime in on this conversation and provide insights about a report that can show expenditures of each item for a specific time in QuickBooks Online (QBO).

In order to achieve this type of report, consider running a Transaction Detail by Account report and customize the needed details. Here's how:

1. Go to the Reports menu from the left toolbar.
2. From the report finder, type in Transaction Detail by Account.
3. Click Customize and under the Rows/Columns, select Group by Product/Service.
4. Select also these columns the Date, Transaction Type, Name, Product/Service, and Account.
5. From there, under the Filter, you'll need to select the Transaction type as Expense.
6. Once done, click Run report.

Moreover, I'm adding this helpful article as your reference in memorizing reports in QBO: Memorize reports in QuickBooks Online.

Come back to this post if you have other concerns about running reports in QBO. I'll be here to lend a hand.

As an 18 year user of QuickBooks Desktop PLUS I was just coverted to QuickBooks Online Essential and I absolutely MUST HAVE the INCOME TAX DETAIL REPORT.  Also the INCOME TAX SUMMARY REPORT.

I was told by the onboarding team that I needed to put in a request to have this developed?????

Why, it's been there since 2006?

Please help this frustrated customer.

Tom 

I acknowledge that you want the Income Tax Detail and Income Tax Summary reports even after migrating to a different service, Desktop Pro Plus 203 User. I'll provide the available data you can instead run to help review your sales tax information.

QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) are separate programs with distinct features. Although some reports in QBDT are not available in QBO, the online platform also has reports that help review your income tax information. These are the Taxable Sales Summary and Taxable Sales Details reports. Additionally, note that the data can be displayed differently from QBDT.

Here's how to generate sales tax reports:

1. Click Reports from the left pane and proceed to the Sales tax section.
2. Choose Taxable Sales Summary or Taxable Sales Detail.
3. Pick a reporting period to display information for a specific time range.
4. Select Run report.

After that, you can modify them to ensure it meets your business needs. For more information, refer to this material: Customize reports in QuickBooks Online.

Moreover, consider memorizing the report if you want to save the current customization settings of your report, which you may send on a recurring schedule via email.

We're here to help if you have other queries regarding the available sales tax reports in QuickBooks Online. Please return and leave a reply to this thread so we'll be notified in the Community.

Kimberly,

You are missing the point.  This has NOTHING TO DO WITH SALES TAX LIABILITIES.

It has everything to do with my completing my annual Form 1040 Schedule C.

I need these reports to do that.  Please acknowledge and will INTUIT provide these key reports or not?

Respectfully,

Very frustrated 18 year customer Tom

It's now tax season and I need to run these INCOME TAX DETAIL and other INCOME TAX REPORTS.  I put these requests in during August and still NOTHING????   I see one response that says to go to SALES TAX REPORTS under STANDARD.  There are no SALES TAX REPORTS.  I guess I need to contact your Online support again.  This is really disappointing.

I don't need SALES TAX reports, I need Income Tax reports. That being said my QBO has no sales tax reports.

I appreciate your effort in looking for income tax reports in QuickBooks Online, Desktop Pro. However, the function to run a comprehensive income tax report is not currently available. Let me offer some guidance on another option that might help.

In the meantime, we can use the Income Tax tab in QuickBooks Online to view and download a tax summary. Here’s a simple guide on how to navigate to this information:

1. On the left side of your screen, click on Taxes.
2. Select Income Tax followed by Deductions.
3. Click on Download Tax Summary to retrieve your information.

Additionally, I recommend that you submit a feature request to help our product development team recognize the importance of adding this feature. Your input is invaluable for future updates. Here’s how you can provide feedback:

1. Click on the Gear icon in the upper right corner.
2. Under the Profile column, select Feedback.
3. Enter your suggestions and then click Next to submit.

Submitting this feedback will ensure our development team is aware of your needs, and can consider incorporating this feature in upcoming versions.

To see which reports are included with your QuickBooks Online subscription, you can refer to the section: Reports included in your QuickBooks Online subscription.

Please let me know if there's anything else I can assist you with regarding your QuickBooks Online reports or any other queries you might have. I'm here to support you every step of the way.

This instruction doesn't work either.  I used to be able to print Income Tax Summary reports using this method, but in the last week, the page has changed and I don't see the Deductions tab any longer.  This is handicapping all of your users.  Please bring this back ASAP!!!!

Rob

• Google Chrome: press Ctrl + Shift + N
• Microsoft Edge: press Ctrl + Shift + N
• Safari: press Command + Shift +N

None of this worked.  I used incognito in Chrome and InPrivate in Edge and saw the same screen in each.  I have the Deductions section with hyperlinks to each category, but I'm unable to print a .pdf like I was before.

Thank you for following the steps suggested by my colleague, Rob-ERVS.  

Since the download tax summary cannot be found in the Income Tax menu after following the steps above, I recommend submitting feedback to our developer. This way, they'll know and may consider your suggestion in future updates. We sincerely appreciate your understanding and thank you for helping us enhance our services.

Here's how:

1. Select the Gear icon, then choose Feedback.
2. Enter your comments or product suggestions.
3. Select Next to submit.

As a workaround, you can run a Taxable Sales Summary or Taxable Sales Detail report.

Additionally, you can track feature requests through the QuickBooks Online Feature Requests website.

After generating a report, you may want to export your reports to Excel so you can use it outside QuickBooks Online.  

Please let us know if you need further assistance with generating a report. I would be happy to assist you again.

I don't see the need to request something that was available two weeks ago. They need to fix it ASAP since it's tax season. I'm an S corporation, so my filing deadline is March 17th.

I appreciate what you've done so far and recognize the urgency of resolving this issue promptly, @Rob-ERVS. I would like to direct you to our QuickBooks Support team for specialized assistance, as the option to print Income Tax Summary reports was available weeks ago.

Here's how you can reach them:

1. Select the Help icon.
2. Use the QB Assistant tab and enter your question or topic.
3. If you can't find answers to your questions, select Contact Us to connect with an expert for assistance.

You can refer to this article for more details about the support schedule: QuickBooks Online Support.

Additionally, you can explore this article for more information on customizing your reports to maximize their usefulness: Customize reports in QuickBooks Online.

Moreover, if you need to export your reports to Microsoft Excel from QuickBooks Online, you can visit this article for future reference: Export your reports to Excel from QuickBooks Online.

If more help is needed with generating and printing reports in QuickBooks, feel free to continue our discussion right here. I'm prepared to guide you through any issues you might face.

Has anything been done to solve this issue. Just like @Rob-ERVS, we need these reports to file taxes ASAP.

Please advise. 

I recommend following the guidance of my colleague, GebelAlainaM, on reaching out to our live support team. Given the urgency of this issue, they are equipped with the necessary tools to determine the root cause of why you're unable to print the Income Tax Detail and Income Tax Summary reports.

I will also provide you with the complete steps on how to connect with them:

1. Go to the Help icon in the top right-hand corner.
2. Select Search and open any article, then press the Contact Us button.
3. Select a topic or enter your question in the box and hit Continue.
4. Choose the best way you'll want to reach out to us.

Please check out this article for QuickBooks support hours: QuickBooks Online Support Business Hours.

Moreover, I'm sharing this reference to help you download your reports: Export your reports to Excel.

To assist you with Payments and QuickBooks Checking, navigate QuickBooks Payments to make electronic payments. If you need guidance from bookkeeping experts, want your books organized for tax time, or prefer a dedicated bookkeeper to handle your books, Live Experts has you covered.

I'm here to help with any further questions about Income Tax Summary reports in QBO. Just post in this thread, and we'll assist you. Stay safe!