Sales Tax Liability Report in QB Online

Hello there, tkatke.

Having accurate sales tax data is crucial for a seamless experience when filing your sales tax return and fulfilling your tax responsibilities. To provide the best resolution, I need more information about the data necessary to complete the task stated above. 

May I know if you need further assistance processing your sales taxes and returns? Is there any specific item or information you'd like to include in the Sales Tax Liability report?

 Looking forward to your response and the opportunity to work together again, tkatke. Have a good one.

Yes I need:

- Sales Tax Liability report to include ALL invoices for the quarter, not just the ones that generated tax

- I need there to be totals at the bottom of each column, not just for the total sales tax.

- I need to be able to click on total sales and run a report.

Please see attached example.

Basically I need it to function exactly the same as the Sales Tax Liability report does on QuickBooks Desktop

I appreciate you for getting back into this thread and providing the exact details on what you want to include in the sales tax liability report, tkatke.

While QuickBooks Online (QBO) offers the convenience of working from anywhere on any device, its customization options are more limited compared to QuickBooks Desktop (QBDT).

I understand how QBDT provides extensive customization options and has the flexibility to tailor reports and forms to your specific needs. However, it is currently unavailable in the QBO program.

In the meantime, you can export the sales tax liability report to Excel. This way, you can manually add columns with certain formulas for each column's total. Follow these steps to export them:

1. From the left navigation pane, select the Reports menu.
2. Look for the Sales Tax Liability report.
3. Click the Export icon located at the upper part of the report. Then, select Export to Excel.
4. Save the file to your device, where you can easily locate it.

Check out this article for more information about this process: Export your reports to Excel from QuickBooks Online.

While this option is currently unavailable, I encourage you to submit feedback requests to our product developers. Rest assured that they will review and consider it for future updates depending on the number of users' requests. Here's how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

Please know that you're always welcome to post a reply in this thread if you need more help managing your reports or anything related to QuickBooks. Take care and stay safe always!

I will definitely submit feedback. But in the meantime, are there any work-arounds? Ways to get the data I need by using different reports perhaps? I can't imagine that I am the only one that needs the data I outlined above.

Hi there, tkatke.

I'm here to share a workaround so you can get the information you need to run your taxes.

Let's run a Taxable Sales by Detail report as an alternative to having full customization capabilities on the Sales Tax Liability report. Here's how to run the report:

1. On the left navigation panel, go to Reports.
2. Search for Taxable Sales Detail.
3. Run the report.

From there, let's customize the report to show the Tax Amount and Taxable Amount. Here's how to do it:

1. Click Customize.
2. In the Rows/Columns section, tick the boxes for Tax Amount and Taxable Amount.
3. Click Run report.

Once done, you'll see these columns on the reports with their totals at the bottom.

Here's an article on getting a detailed look at the taxes you owe and why you owe them: Check how much sales tax you owe in QuickBooks Online.

For future reference, here's a guide on paying your sales taxes: Pay sales tax.

If you have any further questions about running reports or customizing them, please feel free to leave comments below. I'll be right here to help you out.