Now that our taxes are done, I'm canceling my Quickbooks subscription and moving to Patriot. This problem is still not solved, despite the fact that Quickbooks has had multiple price increases since this question was asked. This issue has plagued my business (which is mostly non-taxable sales) since the dawn of time. I also discovered that over $7,800 of automatic payments were never processed by Quickbooks Payments even though they were marked as paid.

There are better, cheaper alternatives than this unsupported garbage. QB has really fallen off.

we need the totals every month, for gross, taxable, non-taxable & total taxes due, not just total taxes.

pulling an excel spreadsheet every month to do this is very inconvenient 

So here it is October 4, 2021 and the issue is still there. I too am filing in Indiana and will have to go back and amend my filings (although I believe the amount I am to pay is correct). Did you ever get this resolved? Can you tell me how you file/figure yours?

Thanks!

Hello Rockyh1969!

I understand that you need the Sales Tax Liability Report to reflect the right data. Let me assist you.

I checked our records and found out that there's a new case regarding this report. I suggest you reach out to our Support Team to include your info in the investigation and so that you'll receive updates.

1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
2. When asked by the bot, enter "Sales Tax Liability Report".
3. Select I still need a human, then proceed with Contact us or Get help from a human.
4. Choose either Chat or Callback.

In the meantime, you can run Sales by Customer Details or  Sales by Product/Service Detail to get the gross sales. You can also customize these reports.

I also added this link on how to file your sales tax return: File your sales tax return and record your tax payment in QuickBooks Online.

Leave a comment again here if you have other concerns. Take care!

The link provided "To know how to use the Sales Tax Liability report, see this article: Check how much sales tax you owe in QuickBooks Online" does not address Commission check income.  The Sales Tax Liability report still cannot be relied upon for properly reporting all income.

I.e.: Say I have a client (X-Factor Designs) who does interior design.  He bills his time on one set of invoices (per contract) which is Service Income in Washington state and another set of invoices are for product sales which is Retail Income in Washington state.

My client handles all purchases and delivery with furniture/fixture sellers, using X-Factor Designs funds so when he invoices his clients the product includes a markup for X-Factor.

Some time after furniture/fixtures are delivered, the furniture/fixture seller sends X-Factor a Commission check, a nice thank you for a big sale that X-Factor handled.

As Commission checks are not invoiced, they don't show up on a Sales Tax Liability report in QbO.  Thus, if 'we' are not running a Profit & Loss report to compare with the Sales Tax Liability report, 'we' are not reporting all income to the state of Washington.  The Sales Tax Liability report never reflects the commission income in the Non-Taxable column.

Having to check the Taxable box on a non-taxable (Service) invoice is contrary to the whole idea of Taxable versus Non-Taxable!

This never seemed to be a problem with your desktop versions... even the Mac version (and that's saying a lot as your Mac version is terrible although not as bad as QbO seems to be).  Moving to QbO has been nothing but a constant headache for me and I wish - OH HOW I WISH - I had an alternative that I could trust short of going back to a good old massively complex spreadsheet!!!

So are you saying that any sales receipt/sales invoice that doesn't have a taxable line don't show up on the sales tax liability report and that's why I can't balance my total sales on the P&L to the total gross on the STLR?

Thanks,

Robin

I have been having this problem when QuickBooks enacted their automatic sales tax calculations. Every month the tax QuickBooks says I owe is off. I am not sure how they do their calculation.

Example:

Gross sales: $25327.95; Taxable sales: $13670.21; Sales Tax: 7.6458%

According to the math I would owe $1045.20 (1045.196916).

According to QuickBooks I owe $1044.47.

This really does not make me feel good about QuickBooks calculating anything if this simple calculation is off. I have spoken to support about this and they can not give me a reason. Only that I might try an override tax. That does work. But if my override and the automatic tax is the same, why do I get different amounts? 

I know it can be challenging when the sales tax calculations are different, bweston. I'm here to help you sort this out.

QuickBooks Online automatically calculates the total tax rate for each sale based on the following:

• Your customer's tax exempt status
• Where you sell and where you ship
• Your service or product's tax category

For more details about how QuickBooks calculates sales tax, please see this article:  Automated Sales Tax in QuickBooks Online.

To correct the calculation, I'd suggest manually overriding the amount. By doing so, you'll be able to enter the correct details on the transactions. For the detailed steps, you can check out this article: Adjust Sales Tax.

Additionally, I've included an article that'll help review what you owe to ensure everything is accurate before filing: File your Sales Tax Return and Record your Tax Payment.

I'm only a post away if you need more help in managing sales tax in QuickBooks, bweston. It's always my pleasure to help you out again.

oh my god, you dont even know what the question and/or problem is unfortunately. For over a year that I know, we are talking about the sales tax liability report not matching the actual transactions. and you are talking about rates and tax calc. per sale?!

So so disappointing..

I appreciate you for pointing this out, marjanbastani.

Let me make it up to you and address your concern about the sales tax liability report and the actual transactions showing differences.

There are a few troubleshooting options that will help identify the reason why the sales tax liability report and the actual transactions aren't matching.

The first solution is to ensure the dates match. Check the Sales Tax Liability Report ending date and make sure it matches the date in Show sales tax due field:

Here's how:

1. Go to QuickBooks Reports menu.
2. Select Vendors & Payables, then Sales Tax Liability.
3. Delete the From date.
4. Ensure the To date on the report matches the date in Show sales tax due through box on the Pay Sales Tax window.

The second option is to make sure your Preferences setting is correct. Below are the steps on how to do it:

1. Go to the Reports tab on the left-hand menu bar. 
2. Enter "Sales Tax Liability" in the search bar and click on it. 
3. From there, you can change any preferences from the report. 

To see additional settings for sales tax, you can press the Tax tab and go to the Sales Tax Settings option. You can also have the following article that can help you learn more about managing sales tax:

• Pay sales tax
• Sales Tax Liability Report: Total sales is different from total income.

I'm always here to answer any follow-up questions and clarifications about sales tax reports. Have a good day.

This does not explane the calculation difference. Products are all the same. All out of the same brick and mortar location. The numbers are all the same. But Quickbooks math is off every month. What other calculations is QuickBooks off on? This is concerning. 

This is simple math calculations, and QuickBooks os off. It is concerning. What other calculations is QuickBooks doing wrong?

Good morning, @bweston. 

Thanks for coming back and letting us know your concern. Let me share some insight into this problem. 

It's hard to tell why your sales tax is calculating incorrectly from my end without seeing how you set everything up. However, I suggest review this guide so you can see how QuickBooks Online calculates your sales tax and compare your method: Learn how QuickBooks Online calculates sales tax. 

In the end, if the issue persists, then I recommend contacting our Customer Support Team for further assistance. 

Feel free to let us know how it goes. I want to ensure that you're taken care of today. Best wishes!

You are still not getting it. I have contacted support. Still no help. The link you gave has no help with the issue. If I only have one sale tax rate and sell only one type of product it should not calculate the wrong amount. I can not set up the tax rate as it is the automatic sales tax. I do not ship to anyone. This is a brick and motar business. Quick books says this is the amount taxable and this is the sale tax rate for that amount. And it is wrong. Do not try to blame people for the settings when the sale tax report states the numbers and the calculation are wrong. QuickBooks is wrong every time. Sometimes lower, sometimes higher, but constantly wrong. This has been the case ever since they started the automatic sale tax calculations.

A family member has a business located in the county, but QuickBooks says the should be charging city sale tax. Even if the state, USPS, and the city says they are in the county.

I don't understand how this problem has been around for 2 years & is not resolved yet.  I have many customers that are nontaxable and the sales to those customers need to be included in the sales tax liability report gross sales columns because I am required to report total gross sales on my sales tax report to the state, not just a total of taxable sales.  The fact that we all are paying Intuit thousands of dollars for our subscription to QBO & it hasn't been fixed in over 2 years is simply unacceptable.  Running a report that shows nontaxable product/service does nothing to identify these types of sales as the product/service is taxable, but the entity it was sold to is not.  I have not been able to find a report to run that will show me all sales made to nontaxable entities.  And I should not have to run a separate report - it should be included on the sales tax liability report like it used to be.  I spend countless hours trying to chase down the missing numbers & make sure I'm reporting things accurately.  A complete waste of my time when I'm paying QB to provide the data.

How you remained so calm, I do not

know. My brain is catching fire as this thread proceeds…  many thanks to all who continue the pursuit for quality and standards in the face of seemingly, too many hands on decks and suggestions for meaningless JEs!

The sad thing is it works correctly in desktop so why can't they replicate those settings to apply to online, I know they would have to tweak it because it is in the cloud . It is still QBO reponsibility to fix their product when it is malfunctioning. It is bad enough they took lots of the controls away from us and that is when the problems started. If we could adjust things manually we would be able to fix it ourselves, but QBO is trying to have all the controls but not correcting things.

I agree. I am angry myself because I have been dealing with this issue for a long time too , with no resolution.

You can't call QBO anymore, you have to chat and most I have chatted have wasted my time and not resolved many issues. QBO you need to start giving people what they pay for. You can't take controls away from us and then when your controls don't work, refuse to fix it or act like there isn't an issue. I have a different kind of issues with sales tax with three different companies. It makes no sense.

We just moved to QBO. 

I am having this same issue when trying to pay my Washington State monthly sales tax that includes B&O tax on wholesale sales.  There is not a report in the system (that we can find) and on-line support was not a help (said they'd email answers and got nothing!).

I need a single report that will give me by month by State sales, then breakdown the revenue for Washington State by Retail (by county for different sales tax rates) and Wholesale (for B&O tax). 

I hate to say this by QB2019 Desktop had this sales tax reporting feature and it worked great each and every month.  I cannot believe QBO does not have this feature.

Does anyone know of anything existing or how it can be developed without a huge work around?

Thank you

I run a P&L report for the tax time period and add my taxable sales items together.  Then I file on the state site with that info, then I enter the payment with any adjustment into the sales tax section of QBO so it records the payment from checking correctly.  I haven't trusted QBO in over a year and I don't want to have a missed error that I have to then refile my taxes.  Sorry, I don't have a way to fix filing through QB for you.  Takes me an extra five minutes, but I sleep better than blindly trusting the figures the QB tax section provides.

Hello there, @RGG321.

Let me assist you with combining the above-mentioned transaction into one report in QuickBooks Online (QBO).

On the other hand, since you mentioned above that you’ve been on the phone with a representative, we’ll also take note of that experience to share with the team and put action into it. This also helps us improve our way of delivering a resolution to our valued customers.

Currently, there isn’t a report that will show both State Taxes, Washington State by Retail, and B&O tax. Nonetheless, we can run a Sales by Location Detail report for state taxes and a Profit and Loss report for Washington sales and B&O tax. Then, we can export them into an excel file and combine them there. I’ll show you how:

Beforehand, let's make sure the Track Location setting is turned on. This is to ensure you're able to track your transactions by the state in your report. Also, allows you to specify the location each time you produce a transaction, such as an invoice or a sales receipt. Refer to this article to learn how: Set up and use location tracking

Once done, proceed to the steps below to run the report. Afterward, export it to an excel file.

To run a Sales by Location Detail:

1. Go to the Reports menu on the left pane.
2. Look for and type Sales by Location Detail in the search box.
3. Pick a Report period, Group by Location, and Accounting method.
4. Hit Run report to display the desired info for this report.

Next to it, to track Sales Tax and B&O we either have to record them as two separate payments or record B&O Portion of Sales Tax as a “Sales tax Adjustment”. Before that, let’s set up your sales tax and WA B&O in QBO.

To set up Sales Tax and WA B&O:

1. From the left navigation pane, select the Taxes menu.
2. Click the Set up sales tax button.
3. Follow the on-screen instruction to complete the set up.

You can also consult your accountant to ask for guidance on how you can enter the adjustments into the accounts. 

Once completed, you can run a Profit and Loss report and export this into an excel file. 

If you already have both reports in an excel file, then you can manually collate the transaction in one report.

Feel free to comment back if you have clarification with reports. The Community always has your back. Stay safe!

Thank you for the update.  I will give it a shot to see if easy to work with?

I have another idea.... What would happen if we set our wholesale customers as taxable but with a tax code of Wholesale @ 0% tax.  Would the QBO standard sales tax report show all sales that way and not have to jump in and out of Excel to get a a single total?  Would this cause other issues in reporting?

Thanks for following up with the Community, RGG321.

To properly identify what all will change if you set wholesale customers to a 0% tax code, I'd recommend working with an accounting professional. If you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

Here's how it works:

1. Go to our Find a ProAdvisor page.
2. Use the City or ZIP search field to specify a location.
3. Select Find a ProAdvisor.
4. Browse through your results and find one that works best for the business. You can click on each ProAdvisor's profile to learn more information about them.
   

Once you've found an accountant, they can be contacted through their Send a message form:

1. Use the available text box to introduce yourself. Be sure to include details about which services you're looking for.
   
2. Enter your appropriate info in the Your name, Your email, and Your phone number (optional) fields.
   
3. Hit Send message.
   

As far as including all sales records in a particular sales tax report, you can set an appropriate Report period and use your other available filters to control which data is shown in it.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

If there's any additional questions, I'm just a post away. Have a great day!

Has this issue been solved? I am having the same issues and have for months. I have called in every month and they give me the same run around. I was just on for another 2 hours and 40 minutes. I am so sick of quickbooks.