Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI received a call from the WA State Dept of Revenue advising me I had been completing the monthly sales tax report incorrectly for the past 5+ years. Quickbooks generates the report and I just take the report numbers to fill in the State form. So, is there a sales report that will detail and separate returns/refunds for the reporting period? I have tried to modify the sales tax report various ways but am unable to come up with a way to break out refunds. Sales tax reports are created using invoices and credit memos but by detailing the "transaction type" to only include invoices and credit memos does not change the sales tax report at all. The Sales Tax report totals all sales and all returns together, so basically the total is a "net" sales. Tax department informed me I should be reporting total gross sales and then the returns/refunds would be a deduction from the gross sales. Quickbooks does not generate the Sales Tax Report that way, it gives me a "net" sales (all sales and returns combined). Am I missing something? have I been reporting incorrectly all this time? is there a way to generate a sales tax report which will detail gross sales and returns/refunds separately. Thank you.
Hi there, JM_hollings.
Thanks for dropping by the QuickBooks Community. I appreciate your efforts in trying to generate a report that will show the data you need.
Allow me to share some additional information about running the Sales Tax Liability Report.
Currently, there isn’t a direct report that displays the detail gross sales, returns or refunds separately. You still have to run the Sales Tax Liability Report and customize it to see the detailed information for each transaction.
Here’s how:
To see the gross sales, you’ll have to open each invoice and manually add the amount before tax.
To check the amount for sales tax payments, credit memos or refunds, go back to the Sales Tax Liability Report’s main page. From there, double-click on the amount for Sales Tax Payable.
For future reference, I’m adding articles with detailed instructions and screenshots on how to refine reports.
The information I provided should help you moving forward.
If you have additional questions about customizing reports, post a comment below. I'm always here to help. Have a good one.
Thanks for those suggestions. Those suggested steps are what I do to generate my tax reports. We have hundreds, if not over a thousand, of invoices each month. Opening each invoice to manually obtain information is not an option. Thanks for the help, I truly appreciate it.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here