Connect with and learn from others in the QuickBooks Community.
We can pull up the Taxable Sales Detail report, maurarob.
Let's customize this report so we can add the taxable sales amount and the total tax amount. You can follow these steps:
Once done, we can now print it by simply clicking the Print button.
You can also save and memorize it so you can use the same format when you need this report again in the future. Additionally, I have an article here if you need more guidance in customizing reports.
Leave a comment below if you have additional questions. Wishing you all the best.
QuickBooks won't create proper donor tax statements with the required information on them. Instead, use our BRC Donor Statements - Desktop or BRC Donor Statements - QB Online app to create the statements, depending on your QuickBooks version.
You can include custom text on your statements and a customizable table of details much like a QB statement, as well as many other options.
The statements are designed to be compatible with windowed envelopes. If you use that option, then there's no need to print mailing labels. Just fold and stuff the envelopes...