Can't filter a report

Deadwood Al · ‎March 19, 2025

I have memorized the Sales Tax Liability report, but there is something that bugs me about the report: There are multiple Sales Tax Item types that we have flagged as "inactive" but they continue to appear on the report even though there has been no activity in those items for some time. I would be able to filter out Sales Tax CODES but not Sales Tax ITEMS. I am assuming that no one has a workaround for this to eliminate all the blank lines on the report and this is just another of the crack design team ideas that "users don't need to be able to filter Sales Tax Items", but it never hurts to ask. I really would like to clean up this report.

And for the QuickBooks Team members ... please don't tell me in detail how to submit this to the wizards behind the curtain... I know how to do that, and probably will so that in twenty or thirty years the wizards might get around to offering that.

Interesting thought .... if the wizards behind the curtain regularly read the comments in the forums, they would get a better feel for what real users out in the real world want and need ... oh, I know, they don't have time to be concerned with that.

FishingForAnswers · ‎March 19, 2025

@Deadwood Al The Item filter seems to work for it.

May need to use the Multiple Items line to pick around the inactive sales tax items, but after that, it'd be as simple as Memorizing it.

MoiraskyeT · ‎March 19, 2025

Hi, Deadwood Al.

At the moment, the option to exclude inactive sales tax items from the Sales Tax Liability report is not available. All the sales tax items, including inactive ones will automatically reflect on the report.

As long as there is a transaction associated with the sales tax items, they will appear in the report. Currently, there is no option available to exclude them from the display.

The workaround for this is to export the report to Excel and manually remove the inactive sales tax items.

If ever you encounter an issue in exporting data from your QuickBooks Desktop (QBDT), please refer to this article: Fix export to Excel issues in QuickBooks Desktop.

Please leave a response below if you have additional questions about your sales tax items, we're ready to help and respond to any inquiries you might have.

Deadwood Al

Not working yet, may have to play around a bit. Non-taxable doesn't seem to be a selection so will keep looking.

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Can't filter a report