The Sales Tax Liability report doesn't match California Sales Tax Form remittance. I tried multiple reports and spreadsheets & can't get totals to match the line items.

Hello there, @s1b. I'm here to share some details to ensure your sales tax liability report matches your California sales tax form remittance in QuickBooks Online (QBO).

The Sales Tax Liability report will suffice to match your state's sales tax remittance.

There are a few things you need to check.

• Your sales tax setup should be correct.
• The date range should be the same.
• The accounting method should be similar (Cash or Accrual)

Moreover, you can click the amounts on the report to see if all of the invoices with sales tax are showing.

Additionally, you can refer to this article to know how QBO computes your sales tax: Learn how QuickBooks Online calculates sales tax.

You can return here for further clarification and information regarding your sales tax concerns. I'd be here to assist you always. Have a great day ahead.

Hi,

I have done all that you mentioned.   I've been processing Sales Tax for over 25 years.   This is my first time using QuickBooks Online with Sales Tax Automated.

I cannot figure out how to get the Sales Tax Liability report to match the other reports in QB - WITH ALL THE SAME SETTINGS/DATES, etc.

For example:

The Sales Tax Liability report

= $99,616 in Non Tax Sales.

= $43,381 in Taxable.

this should = $142,997.

But when I run P&L and Customer Sales for the same period, all are cash settings, the total is $127,574.

I confirmed that $127,574 is the correct sales amount - and it matches deposits for the same period.

$99,616 also does not match the report I run for Transaction List by Customer with sales tax = 0.  That report shows $84,203.

The second issue and MOST CRITICAL is the Liability Report shows each tax rate separately.   So I grouped the tax areas and deducted the city sales totals from the district total and I can't get the Sales total to match.

Example on the report it shows GROSS TOTALS:

The $3,933.40 amount includes the City amounts.  

I export to spreadsheet and reduced all of the top level Gross numbers by the City amounts.  The Gross Sales still does not match $127,574

I understand how important it is to keep your books accurate. And I know that things may seem quite complicated, especially if you're new to this program, S1b.

Technically, if you've already correctly set up sales tax, and selected the correct accounting method and the correct date as well when running reports, your Sales Tax LIability report should match the Californian Sales Tax Form Remittance. With this, I recommend reaching out to our payroll support team so they can take a look at your account and double-check what is happening. They have the tools to pull up your account in a secure environment. This way, they'll be able to investigate this further. To do so, follow the steps provided below:

1. Sign in to your QuickBooks Online company.
2. Go to Help (?).
3. Select Contact Us.
4. Enter your concern, then select Let's talk.
5. Choose a way to connect with us:
   • Start a chat with a support expert.
   • Get a callback from the next available expert.

Furthermore, learn how you can customize your reports to ensure you'll get the right data you need most. Please check out this article for your reference:  Customize Reports In QuickBooks Online.

Don't hesitate to post again if you have other concerns or if you need more help with the sales tax liability report. I'm always around to provide the information that you need. Have a nice day!

I agree...,it's a mess and I am unable to complete the California Sales tax quarterly report! We are a catering company and work in different locations throughout the state...Income and tax MUST be reported by location...county and city and that info is no longer available. If anyone has any kind of so;ition, it would be so appreciated. Quickbooks has totally made a mess of this. Flummoxxed...after a million years of dealing with the sales tax crazy reporting, now we have Qbooks stepping in to make everything worse. Good luck out there.

Me too. At the end of my rope. Nothing makes saense or is in balance. Qbooks might want to actually LOOK at a sales tax reporting form and go back to where we can actuallly see where the sales tax was generated. Ugh

Your answer doesn't help at all and the entire reporting/ automatic sales tax is incorrect and useless. Is there a way to go back to how the qusrterly sales tax report was structured and DO AWAY with this automatic calculation???