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Join nowI've set up Sales Tax Groups for each county in Georgia, and I need a report to show the Group Tax and then the tax that make up the group so I can report the breakdown accurately to the state.
State of GA - 4%, Local 1%, Education 1%, Special Purpose 1%, Transportation 1%
Gwinnett County is 6%: State 4% + Educ 1% + SP 1%
Wilcox County is 8%: State 4% + Local 1% + Educ 1%, SP 1%, Trans 1%
Solved! Go to Solution.
There is nothing that reports on Groups; Group simply is like an envelope or stapler to join things together to get a combined rate. The Sales tax reports are based on agency. You also can run a report such as Sales by Item Summary and remove the Item filter, and Sales Tax items will be listed at the bottom. Or, Sales by Customer Summary, columns by Item Detail, and filter on only the sales tax items.
There is nothing that reports on Groups; Group simply is like an envelope or stapler to join things together to get a combined rate. The Sales tax reports are based on agency. You also can run a report such as Sales by Item Summary and remove the Item filter, and Sales Tax items will be listed at the bottom. Or, Sales by Customer Summary, columns by Item Detail, and filter on only the sales tax items.
You cannot use Three tax items without putting them in a Group, to get that combined rate.
It isn't an issue of Easier or not. It is an issue of Function. The reporting and the functions all work fine. Think of Group as the "wrapper" that ties a bundle together. Let's take your Educ tax as one example:
That same item might in the Group for each of three counties; you simply Pay that to the tax authority. You owe it because of sales for those three counties. But you Owe that, by itself, to that agency. That is the Function. Your State tax is the same; you owe it because of sales in various counties, but you Owe it to the State agency. You put it in the groups for Functionality.
What is the problem you are having?
Similar problem in Colorado... We have to collect different taxes for numerous jurisdictions. For example:
Site 1. City tax 4.81%, RTD 1%, CFD .1% State 2.9% Total 8.81
Site 2. City tax 1% RTD 1% CFD .1% County A Tax .25% State Tax 2.9%
Site 3. City tax 2% RTD 1% CFD .1% County A Tax .25% State Tax 2.9%
Each site is reported separately to the state online, however the common agencies all add up. I need to report the sales for each Site to the State but don't want to duplicate them. So I need a report that can show me each sales tax group's totals....
Hello there, AAAADesigns.
You can enter the tax rates per site as combined and ensure that you select the correct site on the invoice. Let me show you how:
Do the same steps in creating sites 2 and 3. Just ensure that you give a specific name to each rate let's say RTD- 2, CFD- 1. Then, when you pull up the tax liability report it'll be combined in one agency and separated per rate. You can export the report and separate it per site to Excel.
Feel free to use the sales tax article for more details in managing the rates and returns.
Let me know if you have any other questions. I'm just here to help. Take care!
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