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Level 1

Estimates, Sales Tax and reports

Good Morning,  when I did my sales tax report for September, I converted a couple of estimates to invoices through the estimate.  I posted the payments and when I was checking my sales tax, those transactions did not show on my sales tax report.  I had to add them by hand in order to file with the state comptroller.  It is time to do October and I didn't hear anything from QuickBooks, anyone else have this problem?

1 Comment
QuickBooks Team

Estimates, Sales Tax and reports

Hi there, PGrossman.

 

Thank you for posting here in QuickBooks Community. For now, we didn't receive any reported concern about sales tax transactions that did not show on the sales tax report.

 

All transactions with sales tax should show in your Sales tax report. Since you've converted a couple of estimates to invoices and those transactions did not show on my sales tax report, I'd suggest checking each entry. This is to make sure that those transactions have tax selected. To do this, you'll need to go to the Sales page.

 

Here's how:

 

  1. Click the Sales menu at the left panel.
  2. Choose the All Sales section.
  3. Locate the transactions and click it to expand the page.
  4. Go to the Tax column and make sure that has a checkmark.
  5. Click Save and close.

 

 

 

If the issue persists, I'd recommend accessing your account using a private window and log in from there. This way, we'll know if the problem is browser-related. Sometimes cache and temporary internet files from previously visited websites can take up space and affect the system's performance.

 

To open a private browser:

 

  • Google Chrome: Press CTRL + Shift + N.
  • Safari: Press Command + Shift + N.
  • Mozilla Firefox: Press CTRL + Shift + P.

 

If it works in incognito, I recommend clearing the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. You can check this article to see the steps: Clear cache and cookies to fix issues when using QuickBooks Online. If the steps above didn't work, use another supported browser as an alternative.

 

Please refer to the articles below to see different information about how Sales Tax works in QuickBooks. Then, how to mark a customer as taxable and to set a default sales tax rate for them.

 

 

You can always count on me if you need anything else with managing your account. I'm always here to address them for you. You have a good one.

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