When will Quickbooks Online allow you to run a sales tax report on cash basis even when your accounting method is accrual?

Hello, @anabananz4.

Let me provide you with information on the difference between Cash Basis reports and Accrual Basis reports.

Cash Basis isn't going to show you the amount that's being accrued to be paid. It will only show the tax payments they've made so far. Accrual Basis is going to show how much that's due as well as payments that may have been made already. Here's how you can change the method on the report:

1. Go to Reports.
2. Select a report.
3. Choose Cash or Accrual under the Accounting method at the top of the page. You can also press the Customize button to open the Customize Report window and change the setting in the General section.
4. Hit Run report.

For more information about Reports in QuickBooks Online, click here.

If you're not seeing these options, then we can perform some troubleshooting to see if it's a browser-related issue. The best way to handle missing buttons is to clear the cache and cookies of the browser you're using for your QuickBooks Online. Like any other web-based platforms, QuickBooks Online collects cache files and cookies. These files can become outdated, causing issues like the one with your filter buttons not appearing. Here's a link to help you with the process: Clear Web Browser History. 

You could also open an Incognito Window or Private Window. Here's how:

• Press Ctrl + Shift + P for Internet Explorer or Firefox.
• Press Ctrl + Shift + N for Chrome.
• Hold down Command + Shift + N for Safari.

Let me know if this helps you! I'll keep an eye out for your response. Have a beautiful day.

I need the report to show me sales tax that's due based on customers that have paid their invoice.  I can't remit sales tax on an accrual basis, because I would be remitting sales tax on invoices that I haven't received payment on.  Cash flow nightmare.  I was told (after being on the phone for more than 2 hours with support), that this is possible in accountant mode?  I've developed my own work around running a deposit summary and a customized sales tax breakdown per invoice report.  I'm used to the cash basis sales tax liability I ran in QB desktop for 10 years, so running 2 reports and reconciling them is not the most efficient.

Thanks for your response, @anabananz4.

You can run a Sales Tax Liability Report or a Taxable Sales Detail Report in QuickBooks Online to view your Sales Tax in Cash or Accrual Basis. Here's how:

1. Go to Reports on the left-hand menu.
2. In the Search Bar at the top-right of the Reports window, type Sales Tax Liability.
3. Once the report opens, at the top of the report under the Accounting method, you can choose the Cash basis.
4. (Optional) You can further edit the report by pressing on the Customize button at the top-right of the report.

If this report does not meet your needs, I can submit feedback to our Product Development Team to bring in a feature that will allow it to happen.

Let me know how this goes for you. I'll keep an eye out for your response. Talk to you soon!