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maryann-krisnati
Level 1

Sales Tax Report

I'm in California & need to run a Sales report showing Taxable & Non-Taxable Sales in order to complete the CA Sales Tax Agency report. How do I get this info in QBO?

4 Comments 4
LieraMarie_A
QuickBooks Team

Sales Tax Report

Hi there, @maryann-krisnati. I've got just the steps you'll need in getting your desired sales report.

 

You can run the Sales by Product/Service Detail or Sales by Customer Detail report and customize it to get the taxable & non-taxable sales. 

 

Here's how:

  1. Go to the Reports menu.
  2. Select the "Sales by Product/Service Detail" or "Sales by Customer Detail" reports under the Sales and customers section.
  3. Click the Customize button.
  4. Modify the reporting period.
  5. Go to the Rows/Columns section and click Change columns.
  6. Select the Taxable (only available in Sales by Product/Service Detail), Tax NameTax Amount, and Taxable Amount checkboxes.
  7. Once done, click Run Report.

 

You can continue customizing the report to get the specific details you need. Then, memorize it to save its current customization settings. 

 

Check out these links for more details about managing sales tax:

 

I'm always here should you need further assistance in getting the reports you need for your business. Have a great day.

LieraMarie_A
QuickBooks Team

Sales Tax Report

Hi @maryann-krisnati,

 

Hope you’re doing great. I wanted to see how everything about running sales report. Was it successful? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

maryann-krisnati
Level 1

Sales Tax Report

I was hoping there was a way to see Non-Taxable Sales & Taxable Sales ( not just the Tax amount) in one report. The report I need to complete for the Sales Tax agency in California requires both numbers. I ran our P&L to get total Sales & backed into the Non-Taxable Sales using the tax withheld amount. Seems there should be a report that shows both numbers. QB Desktop had the perfect Sales Liability report I could run from Vendors Payable.

ShiellaGraceA
QuickBooks Team

Sales Tax Report

Thanks for getting back to us here, @maryann-krisnati.

 

Since QuickBooks Desktop and QuickBooks Online are two different platforms, you'll want to use the Sales by Product/Service Detail or Sales by Customer Detail report as mentioned by my colleague @LieraMarie_A.

 

Alternatively, you can pull up two different reports (Sales Tax Liability report and Sales by Customer Detail report, and then export them to Excel. From there, you can sort and delete the rows and columns you need in one report.

 

Learn more about exporting in this guide: Export reports as Excel workbooks in QuickBooks Desktop.

 

In case you need help with other sales tax tasks, click this link to go to our general sales tax topics with articles.

 

Leave a comment below if you still have questions or concerns with sales tax. I'm more than happy to assist you. Have a nice day ahead.

 

 

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