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betty9
Level 1

The new sales tax platform has completely distorted our reports and made it impossible to know the figure to report for city and county agencies that are not available?

Alabama
4 Comments
JenoP
QuickBooks Team

The new sales tax platform has completely distorted our reports and made it impossible to know the figure to report for city and county agencies that are not available?

Hi there, betty9.

 

I'll help with your question about paying sales taxes. 

As a workaround, you can run a Transaction List by Customer report. then, customize it to add Billing and Shipping addresses columns. This way, you can get the amounts of the transactions sold to that county and send a report to their respective state agencies. Here's how:

 

  1. Go to the Reports menu and look for Transaction List by Customer.
  2. Click the Customize button in the right-hand corner.
  3. Proceed to the Rows/Columns section, then check both Billing Address and Shipping Address boxes.
  4. Click Run Report.

You can also export the report to Excel so you can sort the transactions based on the addresses. Here's an article that can serve as your guide: Export your reports to Excel from QuickBooks Online.

 

As always don't hesitate to visit us again if you need anything else. 

betty9
Level 1

The new sales tax platform has completely distorted our reports and made it impossible to know the figure to report for city and county agencies that are not available?

We pay a monthly fee for this service.  Why in the world would we be interested in finding a "work-around" needed because of the platform "enhancement".  Intuit should address the distortion their change caused in our sales tax liability and the inability to post payment if we happen to be able to figure out what they should be.  This has not been a problem for the six years we have used Quickbooks Online.  The  migration to the new platform caused a HUGE problem for our company.


@JenoP wrote:

Hi there, betty9.

 

I'll help with your question about paying sales taxes. 

As a workaround, you can run a Transaction List by Customer report. then, customize it to add Billing and Shipping addresses columns. This way, you can get the amounts of the transactions sold to that county and send a report to their respective state agencies. Here's how:

 

  1. Go to the Reports menu and look for Transaction List by Customer.
  2. Click the Customize button in the right-hand corner.
  3. Proceed to the Rows/Columns section, then check both Billing Address and Shipping Address boxes.
  4. Click Run Report.

You can also export the report to Excel so you can sort the transactions based on the addresses. Here's an article that can serve as your guide: Export your reports to Excel from QuickBooks Online.

 

As always don't hesitate to visit us again if you need anything else. 


 

betty9
Level 1

The new sales tax platform has completely distorted our reports and made it impossible to know the figure to report for city and county agencies that are not available?

Why in the world would we be interested in a "work-around" when we pay a monthly fee to have a program that works. 

We have been using QBO successly for six years. Recently QBO migrated to a new "enhanced" sales tax platform and our customer tax settings are wrong, the liability report is wrong, the ability to post local sales tax (if I could figure out what was owed) has disappeared. I have called Customer "Support" numerous times.  Intuit changed our account to "Hybrid", but I can't see how that has helped at all. 

We are looking at a deadline to pay sales tax for April, and at the present there are no sales figures other than one city and county.  We have been paying sales tax in several others.

AlexV
QuickBooks Team

The new sales tax platform has completely distorted our reports and made it impossible to know the figure to report for city and county agencies that are not available?

Good day, betty9.

 

I'm here to share details on how the automated sales tax in QuickBooks Online works.

 

Please be informed that QuickBooks Online is a sales tax nexus compliant. With this new feature, the sales taxes are calculated based on these factors:

  • Your customer’s tax-exempt status
  • Where you sell and where you ship
  • Your service or product’s tax category

We need to make sure that we enter the correct addresses and other data when making a sale. You'll want to read this guide on how to set up and use automated sales tax in QuickBooks Online.

 

In addition, here are the additional links for your reference about sales tax:

I'll be here if you have other concerns. Have a great day!

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