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userslblow2
Level 1

Is there a report in Quickbooks that shows all the City/County Sales Tax Rates I have set up??

I have 20 pages on line of city/county rates. I want to compare it to what I have in Housecall Pro to be sure I match.

1 Comment 1
TrixieD
QuickBooks Team

Is there a report in Quickbooks that shows all the City/County Sales Tax Rates I have set up??

Yes, you can generate a report that shows all the city or county sales tax rates. I'll gladly show you the steps so you can compare the data in Housecall Pro.

An effective way to do this is to run the Taxable customer report. This shows all the taxed customers with the corresponding rates under the Tax Rate column. Here's how to run it:
 

  1. Go to dashboard, click Taxes and click Sales tax.
  2. Find Reports located below of the taxes you set up.
  3. Select Taxable customer report.
  4. Then you can customize your report and Save.

This is what it looks like:



You have the option to customize and filter out some customers or data you don't need. Although, one caveat here is that it includes customers that don't have a tax rate assigned to them (or used with their sales transactions).

You also have the option to export this data so you can further add or customize the fields in Excel. This is useful if you want to compare and consolidate the data between QuickBooks and Housecall Pro.

You're welcome to drop by here again if you have concerns related to your sales tax rates, taxed customers and filing your sale tax dues. We're willing to assist you again after crunching those numbers in Housecall Pro and QuickBooks.

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