What do you guys do when Intuit won't fix a mistake in their product?

Hi @bloodstainedmen , a work around to keep you use sales tax tool is use custom tax rates . To edit fiscal yearly reporting: 

Just pull up your Sales Tax Liability report and choose a Report period to "Last Fiscal Year". Glad to assist you.

This is not the impression we want you to have when using QuickBooks Online (QBO), bloodstainedmen.

I appreciate the time and effort you've spent contacting our phone support agents multiple times. I'll personally share your feedback with our Customer Support Team regarding this one. We'll be able to take action on improving our customer service.

QBO is set to Yearly Reporting Basis as its filing frequency. For more details about this one, check out this link https://www.cdtfa.ca.gov/formspubs/cdtfa367sut.pdf.

You can use the workaround provided by gayatriluthfias20 in using the sales tax tool by setting up custom tax rates.

To run the Fiscal Yearly Reporting Basis, we can run the Sales Tax Liability Report. This is a summary of your taxable and non-taxable sales, plus the total sales tax you collected from customers.

Here’s how:

1. Go to Reports on the left side menu. 
2. Enter  Sales Tax Liability Report in the Find report by name field.
3. Tick the Report period dropdown and choose the correct date range depending on how often you file your tax.
4. Tap the Tax Agency dropdown. Then, select All or choose just one tax agency.
5. Press Run report.

For more details about this one, refer to Check how much sales tax you owe in QuickBooks Online article.

I've got a link here that provides you with articles about managing your sales tax: https://quickbooks.intuit.com/learn-support/en-us/taxes/07?product=QuickBooks%20Online.

Visit these blogs for any upcoming QuickBooks updates and enhancements:

• QuickBooks Resource Center
• The QuickBooks Blog

The Community will always have your back if you need anything else in running your business in QBO. Assistance is just one post away. Take care always. 

@bloodstainedmen 

As additional option, explore this AST Filing & Reporting app as a workaround.

https:// taxjar.grsm.io/mytax

Thank you Fiat,

I can use reports to understand my liability, but this doesnt solve the problem of keeping the books correctly in the meantime.

Thank you gaya, but I don't need custom rates, the rates are being figured correctly, and I am using the sales tax reports with specific durations to figure liabilities as a workaround. It's the bookeeping implications; none of this solves the problem of keeping the books in QBO correctly in the meantime. 

Thank you RCV. I have had to use reports with specific durations in the meantime to file my actual return with the state. This is what i've already had to do to figure the sales taxes that were due in July. But for the time being, using the reports does not deal with the aspect of recording a payment from the bank feed, dealing with the overdue return in the tax center, keeping track of adjustments for use tax, rounding... 

Other serious flaws:

• there is no way to change the date of the adjustment.
• No option to add a class to the adjustments I record... How am I supposed to prepare a coherent statement of activities if I can't list the adjustment expenses or income under their proper class?

I need Intuit to take responsibility for the broken software design here and stop trying to get me to (a) use workarounds (b) refer to generic how-to documents that dont address my problem and (c) be told by customer support phone agents to use features that should be reserved for continual improvement, not error reporting (that is, don't tell me to use the feedback tool to shovel a broken feature notice into a black hole suggestion box)

Intuit.... Bueller... Bueller... Bueller

I have been dealing with this same issue for seven years. It doesn't seem as if the dev team wants to fix it. I have tried every method suggested by QBO Support. Bless them, but none of the suggestions work to help balance my books.

If you are filing CA Sales Tax on a Fiscal Basis and filing in July, I highly recommend contacting the CA Sales Tax Dept. and requesting that they switch you from Fiscal Yearly filing to Regular Yearly filing. It's best if you do this right after you file in July.

The support in the CA Sales Tax Dept. is so helpful (I can't believe I even wrote that). You will have to adjust your QBO books to balance everything, but everything will work out by your next filing period.

Best of luck to you!