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Tania2
Level 2

How do I run a report that shows Tax Reg. No.

I have looked through various standard reports and tried to customise a report but cannot seem to be able to add a customers Tax Reg No to any report. 

Solved
Best answer February 28, 2019

Best Answers
TaliaI
QuickBooks Team

How do I run a report that shows Tax Reg. No.

Hello Tania2,

 

Welcome to the Community - thank you for your question.

 

Unfortunately there is not an option to include this on the reports. It is currently for your own records only.

 

Please use the feedback option within your cog wheel to suggest this feature to the developers - they may be able to implement this in future updates.

 

Thanks,

Talia

View solution in original post

16 Comments 16
TaliaI
QuickBooks Team

How do I run a report that shows Tax Reg. No.

Hello Tania2,

 

Welcome to the Community - thank you for your question.

 

Unfortunately there is not an option to include this on the reports. It is currently for your own records only.

 

Please use the feedback option within your cog wheel to suggest this feature to the developers - they may be able to implement this in future updates.

 

Thanks,

Talia

View solution in original post

Tania2
Level 2

How do I run a report that shows Tax Reg. No.

But for my own records I need to be able to view the Tax Reg No's in order to file a VAT EC Sales List to the HMRC so this would obviously be much easier if I could do a report. Oh well back to the old fashioned way I guess. Thank for reply but a bit of a disappointing answer. 

John C
QuickBooks Team

How do I run a report that shows Tax Reg. No.

Hi Tania2

 

If you using the online product and are referring to your customers VAT/Tax registration number, you will have to enter their number in the Tax info section within the customer info. Locate the customer, click into edit in the top right hand corner of the screen, select Tax info, enter the number and select save. You will also have to ensure that your EC customer have their country entered in the country box within the address section also located within the customer information.

When you run a VAT 101 report any transactions you have selected an EC code for will appear, if they are within the date range you have selected, the Tax registration number will also appear.

Tania2
Level 2

How do I run a report that shows Tax Reg. No.

Thank you for the reply however I do have the Tax number entered correctly and the country is also entered under the address section but when I run the VAT 101 report nothing shows up at all. I have attached screen shots to show how I have entered country and VAT no. 

Tania2
Level 2

How do I run a report that shows Tax Reg. No.

Thank you for the reply however I have added the Tax No as you suggest and the country in the address section however when I run a VAT 101 report nothing appears at all. Please see attached screen shots. 

EmmaM
QuickBooks Team

How do I run a report that shows Tax Reg. No.

Hi Tania

 

We can not see screenshots on a public post. Can we just ask do you have Facebook or Twitter?If you are able to @Anonymous UK and send us a private message with a screenshot of the VAT 101 and the customer information box and the transaction with the EC code

 

Thank you

 

Ashjindal
Level 1

How do I run a report that shows Tax Reg. No.

Quickbooks, do we now have resolution to this issue? I have 1000+ clients, and for me to manage my practice - I need to enter a unique id (ABN - Australian Business Number) to each of the client. But I am unable to find a report, which includes Tax Reg No. Can you please help?

AileneA
QuickBooks Team

How do I run a report that shows Tax Reg. No.

You can add the Tax Registration Number in an invoice's header, Ashjindal. 

  

You can go to the Custom form styles panel to customize an invoice and add the Tax Registration Number. Here's how: 

 

  1. Click the Gear icon on the top menu.
  2. Choose Custom Form Styles.
  3. Tap Edit on the invoice.
  4. Select Content.
  5. Press the Header part on the sample invoice.
  6. Click the Manage custom fields and click Add field. Enter the Tax registration number in the field.
  7. Select the category and forms. Then Hit Save

 

 

 

Once you create the transaction, you need to enter the Tax Registration Number manually. Then you can run the Transaction Details Report by Customers and customize it, to see the Tax registration number.  

 

  

 

 

 

 

 

 

 

 

To guide you in personalizing the details of your reports in QuickBooks Online (QBO), you can check out this article for the steps: Customize reports in QuickBooks Online. This page also includes instructions on how to manage your custom reports, export, and share a copy of them via email. 

 

Feel free to comment below if you need additional information. I'm always around to help you out. Stay safe!

jaapkrijger
Level 2

How do I run a report that shows Tax Reg. No.

Got the same issue here, my work-around is to put the registration name in an address field, those can be selected in the report. Now working on a similar issue, in our returns in Kenya, we need to give a general description of the items purchased, like 'alcoholic beverages' 'food stuff' etc. I think another address field will give me the way forward on this.

What I'm looking for is a way to have the purchases sorted by VAT rate

DebSheenD
QuickBooks Team

How do I run a report that shows Tax Reg. No.

Hello there, jaapkrijger.

Thank you for posting here in the Community. I understand how important to sort an item by VAT rate. However, that option is unavailable in QuickBooks Online. For now, you can export to excel to show the same VAT rate.

Here's how:

  1. Click Reports.
  2. Search for and choose the report you want to export.
  3. At the top of the report, hit the Export icon. Then select Export to Excel.
  4. Save the file somewhere you can easily find it, like your Downloads folder or your desktop.


Additionally, I've added this article that'll help you print a report: Print reports.

Drop me a comment below if you have any other questions related to running reports. I'll be happy to help you some more.

Ashjindal
Level 1

How do I run a report that shows Tax Reg. No.

Is there a way to enter Tax Reg. No. at Customer level? rather than on every single invoice?

Ashleigh1
QuickBooks Team

How do I run a report that shows Tax Reg. No.

Hello Ashjindal, thanks for commenting on this thread you can enter the vat reg number in the vat center which will then post to all your invoices you create. 

Taxes>vat>edit vat>edit settings > enter the number in and save 

jaapkrijger
Level 2

How do I run a report that shows Tax Reg. No.

What we're looking at is to avoid having to do too much for filing returns. The Excel workbook we are supposed to use for generating the upload file for the revenue authority allows for uploading of CSV files.

So once I can get my reports on the side of QBDT formatted correctly, it should be a piece of cake to export to Excel, save as CSV and upload on workbook.

The fewer steps the better, there still is quite some work in cleaning up the reports based on other issues (vendors with tax issues, we can't claim back VAT etc).

The workbook has a different page per VAT rate, so purchases need to be separated at that level. This rate is item related, not vendor related, thus several rates can appear on single purchase invoice.

If I check the detailed VAT-report from QB, I get an itemized list. I'm now looking for a way to get a list per VAT rate, rather than item.

CharleneMae_F
QuickBooks Team

How do I run a report that shows Tax Reg. No.

I know being able to get a list per VAT rate is a useful option, jaapkrijger.

 

With this, I'd recommend sending a feature request directly to our Product Development team. This helps us improves your experience with the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.
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Also, you can track feature requests through the Customer Feedback for QuickBooks Online website.

 

Additionally, I've added these articles that'll help you learn more about running and customizing reports in QuickBooks Online.

 

 

I'm only a few clicks away if you need assistance running and personalizing reports in QuickBooks, jaapkrijger. It's always my pleasure to help you out again.

jaapkrijger
Level 2

How do I run a report that shows Tax Reg. No.

OK, did some digging and played with a bunch of things. There is a lot you can do with the VAT detailed reports which we're not told.

I modified a bunch of fields in the supplier details, this way I can get a report very similar to what I need for filing (placed details in other fields, like VAT number in contact, Local or imported in telephone number, general character of supplies in fax number etc.

I also found out that, once I had all fields/layout sorted, I can actually filter based on VAT rate and thus generate a report per tax rate... This makes my life a lot easier, I have memorized the reports with different filters so simply run the reports, export each and do the cleaning up in far less time.... QBDT is far more flexible than I've been shown so far

jaapkrijger
Level 2

How do I run a report that shows Tax Reg. No.

My modifications totally work, did my VAT within 20 minutes instead of the usual 2 hours+

You can export to CSV, so the report needs near to nothing to be modified, just a little basic cleaning up and your upload files are ready....

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