QBO Sales Tax Liability Report total does NOT match other reports

Hi there, @CBPP.

Let me help and provide information about the Sales Tax Liability report that does not match your other reports in QuickBooks Online (QBO).

If your Sales Tax Liability report shows total sales that are different from the total income, you'll want to be aware that total sales and income won't always match because there are transactions that can appear in a data file which makes it unlikely for your Sales Tax Liability and Sales by Product/Service Summary reports to match.

To match your Sales Tax Liability report and Sales by Product/Service Summary, you have to click the total amount of sales by product/service summary and filter or tick the box of Taxable Amount and Tax Amount.

Here's how:

1. Go to Sales by Product/Service Summary report.
2. Click the TOTAL AMOUNT.
3. Filter the Report Period, and click the small Gear Icon beside the Export.
4. Click Show More.
5. Tick the box of Taxable, Taxable Amount, and Tax Amount.
6. Select Customize.
7. Click Run report.

I'll also add this article to guide you in customizing your reports to show specific accounts or customers, or format the layout so the right data shows up in the right place: Customize reports in QuickBooks Online.

Please feel free to drop a comment below, if you have further concerns about matching your reports or other QBO-related concerns. I will answer them in any possible way.

Hello Clark,

Thank you very much for your answer to my question. Unfortunately, that did not seem to answer my question or change the report. It changed what information was shown on the report, yes, but ultimately, the TOTAL amount is still the same and NOT matching the Liability report.
I am not sure why total sales wouldn't match on various reports. Sales within a specific time period should all total to the same amount no matter which report is being ran, correct? Please find the attached screenshot that I have appropriate items ticked as you instructed, and attached PDF showing the full report.
Any additional guidance is truly appreciated. Thank you!!!

Jourdan

(Attached PDF was removed because it includes PII)

Hello, @CBPP. I appreciate the efforts you've made. I'm here to share additional information about your issue.

Sales Tax Liability report summarizes your taxable and non-taxable sales and the total sales tax you collected from customers. The Sales by Customer Summary Detail report lets you see the total sales made for the specific period.

The reason why Sales Tax Liability Report and Sales by Product and Services Report are different due to various reasons like the following:

• The report has a separate report basis. Businesses that use an accrual basis often pay sales tax on a cash basis. 
• Reports have different date ranges. 
• Finance and statements charges will not appear on the Sales Tax Liability report. 
• Reimbursed expenses may or may not appear on these reports, depending on how they've been set up.

When you pass on expenses to a customer during a sales transaction, you don't need to use a sales item. However, reimbursed expenses won't appear in standard sales reports that are filtered for all sales items. These transactions are usually taxable, so their amount should be included in the sales figures for the Sales Tax Liability report.

Also, you can check this article if you want to remember its current customization settings: Memorize reports in QuickBooks Online.

Don't hesitate to get back to us if you have further questions about reports in QBO. We're always available to assist you.

i have been having the same problem as the many people have that the sales liability report does not even closely match the Sales by product/service report. And, NONE, I repeat NONE of the reason's for why this discrepancy apply to my situation. Nice try but the truth is there is something, possibly many things with the way QB calculates Sales Tax Liability.  You seem to be right about one thing, its not retreiving its data from a place consistent with where sales is retrieving its data. Sounds like a QB problem and blaming it on other things doesn't help the millions of people trying to  pay the correct amount of taxes.

I could not have a simpler business structure. I simply have 4 areas that I can receive income Non-tax services, non tax shipping charges, and only two accounts that make up my taxable sales. I never give refunds or credits all sales are final.  Yet the total sales for each of the 4 catagories come in about 25% off. This is not a small amount.  

If you cannot be forthright about where the problem is or even how to fix it. How should we file our TPT taxes. Should we use the Tax Liability Report which shows less or the Sales by product/service totals?

Please tell us mistified people what is the right report to report on. 

Linda

Hello, Linda. Thanks for sharing your detailed experience with the discrepancies in the sales reports. I understand your frustration, especially when it affects something as crucial as tax reporting.

The differences in the Sales Tax Liability and Sales by Product/Service Summary reports can be caused by various factors, as my colleague SheandL explained.

But since those reasons don't apply to your situation, I recommend reaching out to our support team for further investigation. They can dig into what's causing the mismatch and find a solution.

Here's how to contact them:

1. Log in to QuickBooks Online.
2. Go to the Help (?) button and open the Search tab.
3. Select Contact Us.
4. Choose a way to connect with us.

To address your question, you can review your sales tax before filing your return with the right tax agency by running the Sales Tax Liability report. This gives you a breakdown of your taxable and nontaxable transactions. For reference, visit this article: File your sales tax return and record sales tax payments in QuickBooks Online.

In case you need to adjust and delete sales tax payments, check out this article for more guidance: Manage sales tax payments in QuickBooks Online.

If you have any other concerns, we're just a reply away. Keep safe and be well, Linda.

Same problem here.  We have a very simple accounting and bookkeeping system. We operate on a "cash" basis. We create invoices, tag the services as taxable or non-taxable.  At the end of the quarter, I run the sales tax liability report.  The gross total seems to always be correct as I match it to the Sales by Customer Detail report.  HOWEVER, the non-taxable column is off by $8,505.17 for the same period, same accounting method. I spot checked many invoices in the "detail" of the non-taxable column and they are ALL marked as taxable items. Where is the "non-taxable" column pulling it's information from?? I've called the support line and the same answer for every issue - "it's under investigation and we will email you when it's resolved".  OK, two years later, I'm still waiting for answers!  

Does anyone in this forum from QBO have an honest answer?  Just say, "I don't know why" if that's the case.  That's better than you telling me and all of us on the forum that have issues some lame example of how to work it when it doesn't apply to any of our issues.