Filter expense report by GST paid

lawrenanne1 · ‎August 02, 2022

I need to filter a report to know how much GST I paid for certain accounts by class. I've tried a couple of different methods, but the one that's gotten me the closest is to run a detailed P&L, filter by "multiple accounts" and "class" then add the "sales tax amount" column. However, this gives me the total sales tax amount including PST, and I need only GST. (If this is a US forum, think of PST as state sales tax, and GST as federal sales tax.) How do I refine this to show GST only?

lawrenanne1 · ‎August 09, 2022

For the record-- in case anyone else needs this info-- an easier way to get this information is to run a detailed P&L and include columns for "amount" and "gross amount." As a nonprofit we get half the GST back from the government and we don't report PST (although we use a tax code that includes both), so the difference between gross amount and amount is the amount of GST which was removed to the GST liability account. The difference (manually calculated) is the same as the amount of GST that was left in.

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SarahannC · ‎August 02, 2022

Hello there, lawrenanne1. I appreciate you for posting your concern here.

The closest report we can run is the Profit & Loss report. It'll generate all the information you need now. You're right that it'll include the PST. For now, we can manually export the report to Excel. From there, we can configure to what we only need. I'll show you how:

Open the Profit & Loss report.
Make sure to customize it before exporting. Click the Customize button and add all the necessary details.
Hit OK to reflect the changes.
Click the Excel drop-down arrow and select Create New Worksheet.

Also, we can send a message to our product engineers to let them know you'd like to have this option in QuickBooks Desktop reports. We can follow the steps below to get your feedback submitted:

Go to the Help menu and select Send Feedback Online.
Click Product Suggestion.
Choose a feedback type and product area on the QuickBooks Feedback window.
Enter your suggestion or feedback, name, and email address.
Select the Send Feedback Online.

Here are some resources that'll provide information on how you can personalize your reports to see how your business is doing:

If you need anything else about QuickBooks Desktop reports, and generating other information in the program, click the Reply button below to add your new concerns. I'll help you in any way that I can.

lawrenanne1 · ‎August 09, 2022

For the record-- in case anyone else needs this info-- an easier way to get this information is to run a detailed P&L and include columns for "amount" and "gross amount." As a nonprofit we get half the GST back from the government and we don't report PST (although we use a tax code that includes both), so the difference between gross amount and amount is the amount of GST which was removed to the GST liability account. The difference (manually calculated) is the same as the amount of GST that was left in.

AlcaeusF · ‎August 09, 2022

Hello lawrenanne1,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.

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Filter expense report by GST paid