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Hello,
To begin with, thank you very much for taking the time to read my question!
This issue has been going on for a few months, and now I'm ready to turn to others for assistance, so all help is truly appreciated.
When I run my "Sales Tax Liability" report, the sales total does NOT match my other reports. Please see attached photos. When I run the "Sales by Product/Service Summary" or "Sales by Customer Summary" reports, I get an amount that does not match the Tax Liability report. The Product/Service and Customer reports do match each other though.
The difference between the reports for the month of December is $1,122.71. The difference in November was $1,428.96. I spent hours looking through each and every transaction, and I cannot find where the discrepancy might be. I exported the Sales by Customer Summary report for November and went through every sale separating out subtotal, tax, total, etc. and couldn't find the issue.
Any and all suggestions or ideas or solutions are welcome. Thank you again! Please let me know if there's any further information I can provide that will help.
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:
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:
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.
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