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duckgrovecity
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Something changed with the look and operation of my quickbooks online yesterday.  I am not able to print the monthly (Usually shows January thru December in order on one page to print) taxable and non-taxable totals and sales tax due.....please help.

25 Comments 25
RenjolynC
QuickBooks Team

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

I'm here to help, duckgrovecity.

 

The Sales Tax Liability report has only updated the columns to include the Non-Taxable and Gross Amount. To verify, are you trying to group the report by month? If so, you'll want to run a different report.

 

You can use the Taxable Sales Detail and customize the report to include the Tax Amount and Taxable Amount.

 

Here's how:

 

  1. Go to Reports on the left panel.
  2. Type Taxable Sales Detail in the search field.
  3. Select the Report period and choose Month from the Group by drop-down menu.
  4. Click the Customize button.
  5. From the Rows/Columns section, put a check mark on the Tax Amount and Taxable Amount boxes.
  6. Click Run report.

Once you have the details you need, you can click the Print icon.

 

Here's a sample screenshot of what it looks like:

 

 

For the Sales Tax Liability report, you can see the same figures in this sample screenshot:

 

 

I'm adding this article for more information on how to customize a report: Customize reports in QuickBooks Online.

 

Please let me know if you need more help with the Sales Tax report in QuickBooks. I'll be happy to lend a hand. Take care and stay safe.

duckgrovecity
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

But why is it not showing me non-taxable also, because when I report my sales to the county I also have to give them a total sales.  Is there anyway you could screen share with me and make sure my settings are correct?  I think I have clicked something incorrect in sales tax and it has just thrown everything off.  I'm very sorry to bother you, but my husband is in hospice and his illness has caused me to become very behind and I'm trying to play catch up....Thank you so much for your help.

Catherine_B
QuickBooks Team

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Hello there, duckgrovecity.

 

I can get you the right support that has the resources to check your account and sales tax setup in a secure environment. You'll want to reach out to our Customer Support Team. They'll surely sort things out with you and give you direct and detailed steps on how to fix the issue you're currently experiencing. 

 

Here's how to contact us:

 

  1. Go to the Help menu ( ? ) and click Contact us.
  2. Enter a brief description of your concern something about your sales tax setup and returns.
  3. Click Let's talk and choose the best way you can get in touch with us based on our availability. 

You can also check out this article that lists all our support hours and types

 

I'll be attaching an article that will help you manage your sales tax setup while waiting to get connected with our Phone Support.  

 

Reach out to the Community if there's anything else that you need help with. You take care and have a great day!

lisa565
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Can you show me how to run a monthly report on my non taxable customers? I need to know the total amount so I can put that on my monthly sales taxes.

CharleneMae_F
QuickBooks Team

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Let me show you how to view your non-taxable customers, lisa565.

 

We can run and customize the Taxable Sales Detail report to see all customers with non-taxable sales in QuickBooks Online.

 

Here's how:

  1. Go to the Reports menu.
  2. Type in Taxable Sales Detail in the search bar.
  3. In the Report period drop-down, select the date range.
  4. Select Account from the Group by drop-down.
  5. Click Customize.
  6. Go to the Filter section, then select Non-Taxable in the Product/Service Taxable drop-down menu.
  7. Once done, click on Run report.

 

For more details about the process, you can check out this article:  Create a Non-Taxable Sales Report in QuickBooks Online.

 

Once done customizing, you may want to consider memorizing the report. Doing so helps you save the current customized settings in QuickBooks Online. 

 

Stay in touch with us if you have other questions about running reports. We'd be glad to answer them for you.

Michelle Phases
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

I'm sorry, but this new format will NOT work, at least for the state of Colorado.  We have to report sales by jurisdiction, and the workaround you are suggesting does not do that for us.

 

We need to be able to have those columns back, which include gross sales, non taxable, taxable, and tax amount columns, BY JURISDICTION.

 

Why was this changed anyway?  There was nothing wrong with the old format.

 

Michelle

Marciab
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

This does not bring me the non taxable sales. Please help.

ZackE
QuickBooks Team

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Thanks for reaching out to the Community, Marciab.
 

You can customize and run your Taxable Sales Detail report to see a list of non-taxable customers and their sales. Detailed steps for this process can be found in CharleneMae_F's post.
 

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

Please feel welcome to send a reply if there's any questions. Have an awesome day!

WandaA
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

I used to get my reports showing the full gross amount and then a column for the taxable amount.  Now the column for gross is ONLY showing the taxable amount.  This is a problem.  When I go to the PA state website to file my sales tax each month I am asked to record the gross AND taxable amounts (we are a janitorial company and have some non taxed accounts, like churches and federal buildings) so I need to report all revenue (gross sales) as well as only the taxable amounts.  The report is not showing both figures but showing the taxable and gross numbers as the same.  It was fine up until this month. Not sure what changed and why, but I had to go into a different report just to get the right gross amount.

JasroV
QuickBooks Team

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Nice to have you join this thread, WandaA.

 

Let’s log in to your QuickBooks Online (QBO) account on a private window (incognito) and open your report from there. This way, we can check if this issue is caused by stored cache files. 

 

QBO uses data cache to swiftly load the page faster. When piled up, this causes issues that affect the performance of your account.

 

Using an incognito window doesn’t store any cache files. Thus, it’s a great tool in identifying the issue easily. To start, you can use these keyboard shortcuts in opening a private window:

 

  • Press keys: Command + Shift + N (Safari browser)
  • Press keys: Ctrl + Shift + N (Google Chrome browser)
  • Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)

 

If the data shows correctly in your report, I’d recommend clearing your regular browser's cache. This will delete all saved data files from your browser and refresh the system. If the issue persists, try using other supported browsers. That way, we can check if this is a browser-integrated issue.

 

If this is not the case, I recommend contacting our Support team. They have the proper tools to securely check your account and review the settings of your report.

 

Let me also share this link that you can utilize in personalizing your reports seamlessly: Customize reports in QuickBooks Online.

 

Keep me in the loop if you need further assistance managing your reports. I’ll be around ready to help you. Have a good one and keep safe!

bosettilawncare
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Hi JasroV

I have the same issue as WandaA and I followed your instructions, checking in an incognito window and also in another browser and I also clear my cache regularly and the issue remains.  I have called and spoken to 3 different members on the Support Team on 3 different days.  Each time it was given a case number. Originally I was told it was an issue on QuickBooks end and was being investigated to resolve and I would be emailed when it was corrected. This was on 2/12/2021 case #[removed]. 

Email was received but issue was not fixed.

I called back on 2/26/2021 spoke w/Ava was told it was not resolved and a new case 3560199153 had been assigned. Again, QB knew of the issue and reopened before I had called back this time.

I called back 3/16/2021 spoke w/Chandra was told both cases have been closed, spent 1 hr 22 minutes trying to get resolved with no success. Told I would have to get a pro advisor @ 1-888-333-3451 and pay $500 and $250 going forward to get help. New case #[removed] for this conversation.

I asked to speak to someone in the 2nd tier and Chandra put in the request saying it would take 24-48hrs a/o 3/19/2021 no one has returned my call and problem stills exists.

I searched QB online and found this posting, which I tried to no success: Please help find the answer to correct this issue.  Thank you.

RachelNY
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

I just wanted to add to this thread that I also find this new situation unacceptable. I am in NY and need to report taxable sales and non-taxable sales, and I need to know different reasons sales are non-taxable. Until a few weeks ago, when I ran the Sales Tax Liability report, it showed me everything I needed. That report no longer shows taxable sales, and the workarounds don't work for me. We have customers that could be taxable or non-taxable depending on the situation as well as items that are taxable or non-taxable depending on the situation (it's a home renovation firm - capital improvement projects would make both the customer and items non-taxable, but smaller jobs could make the same customer and the same items taxable), so it's not just a matter of customizing reports with certain filters. I need to know about each sale in the time period. I've gone through customer support escalated to supervisors. The data from the previous version of the report is no longer available. I had to run a P&L and add things manually. Also, I am a bookkeeper and the QBO for another client of mine still has the old report available. Please bring back the report as we need it!

p19cla
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

I am also in NY and have the same issue.  We recently changed to the on-line version and does not tie to the desktop version for the same period.  HELP!

Jen_D
Moderator

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Thanks for posting here, @p19cla,

 

I want to help you with your sales tax reporting in QuickBooks Online. If you want to pull up a list of all sales with all other tax information, we can customize a Sales by Product/Service Detail or Sales by Customer Detail report to get all the details you need.

 

Here's how:

 

  1. Go to the Reports menu and find "Sales by Product/Service Detail" or "Sales by Customer Detail" from the list or in the finder.
  2. On the report, update the Report period and Accounting Method.
  3. Tap the little gear on the report and mark the Taxable box and all other tax filters there.
  4. On the same page click Class.
  5. If you're using classes to identify which state those sales are processed, use the Customize button.
  6. Go to Filter then mark the Class filter.
  7. Once done, press Run Report.

 

On the report, you will notice that non-taxable items are blank in the Taxable column. Also, different classes assigned to transactions will appear there. See this:

 

Here are some related links that will help you run reports in QBO:

 

 

If you're referring to something else, please let me know in the comment below. I'll be right here to guide you further with QBO reports and Sales Taxes. Have a lovely day!

p19cla
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Hello Jen:  Thank you SO much!!  I'm able to download the data and sort it for what I need.

WandaA
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Thank you.  I was able to access the numbers I needed for my sales tax following your steps.  I file through EFT online in PA and they want the Total Gross and also the Total Taxable.  I service non profits and for profit businesses and would love it if QuickBooks would remedy this so it is easy to access all the numbers in the "Taxes" tab like before.  The way you suggested works and I am grateful for that, but it requires so many additional steps.  One complaint I have is that in, I suppose, an effort to make things easier, QB changes things and then it requires additional learning to figure out the new methods.  So far this is the only real issue Ive had with QB online, but its a big one for me.  I've taken no bookkeeping classes and have in the past appreciated that QB made things simple, but now the taxes are anything but.

Candice C
QuickBooks Team

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Hey there, @WandaA

 

Thanks for reaching back out on this thread.

 

I'm so glad that you were able to access the numbers you needed for sales tax with the instructions my colleague provided. However, I will send feedback to our Product Developers to improve the process of certain features to make the system easier to use. They'll take this into consideration when coming out with a new update. 

 

You can keep up with what's new in the product by using our QuickBooks Blog

 

Should you need any further information, don't hesitate to ask. I'll always be around to lend a helping hand. The Community and I are here to have your back. Have a fantastic day! 

bdkwest2
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

I agree that this is very burdonsome to get gross receipts for the sales tax reporting system we use in Texas. And by following these steps, it includes invoices that are not paid for, so the total isn't usable for gross receipts via cash basis. 

Between this and no longer being able to get customer service on the phone, I will be looking to take our business elsewhere, and definitely not recommend anyone to Quickbooks. 

RachelNY
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

This method is somewhat of a workaround to what used to be a very clear and simple report. It still requires many more steps for me to get the info, then add up different columns. What I really don't understand is that when I log in for a different client of mine, the old report is still readily available. I am not satisfied with this as the final solution. I would like this comment and situation passed on to the development team.

Adrian_A
Moderator

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

This isn't the kind of experience that we want you to encounter, RachelNY.

 

I'll sure to pass this feedback to your Developers team. They'll review this suggestion and may be added on our next product updates.

 

You can keep up with what's new in the product by using our QuickBooks Blog

 

I'm just a post-away if you need help. Take care!

km12345
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

QB Online Sales Tax Liability are not valuable for filing taxes in Texas!!  I have been calling, chatting, and emailing on this issue for almost a year and it's still not resolve.   

PLEASE FIX THIS ISSUE!!!!!!!!!!!!!!!!!!

PLEASE FIX THIS ISSUE!!!!!!!!!!!!!!!!!!

PLEASE FIX THIS ISSUE!!!!!!!!!!!!!!!!!!

PLEASE FIX THIS ISSUE!!!!!!!!!!!!!!!!!!

PLEASE FIX THIS ISSUE!!!!!!!!!!!!!!!!!!

PLEASE FIX THIS ISSUE!!!!!!!!!!!!!!!!!!

 

Liability report does not total the columns.  Business owners who file taxes need to know:  GROSS SALES, TAXABLE SALES, NON-TAXABLE SALES all in one report.  

 

Quick zoom on columns does not take you to corresponding numbers-- it dumps you to all data.  There's no way to drill down to specific transactions based on the total from the report.

 

Sales tax liability reports should match P&L sales information-- this is also not working.  Yes I'm on the same dates and yes both are on "cash basis".

 

"Sales tax liability report" does not match the "Pay Sales Tax" report-- both give you different numbers, and changing dates and accounting methods (cash vs accrual) also does not fix the issue.  Additionally, neither of these match the P&L either.  Additionally, columns are not totaled on either of these reports so it requires a lot of manual calculating just to get the totals to file reports!

 

When dealing with custom rates, they do not display correctly on the Sales Tax Liability report.  For example, when selling wholesale and getting a resale form on file, we don't charge sales tax.  I have setup the customer account to be non-taxable, and double checked the invoice as well.  Even though it's not charging them sales tax, it will display under the "taxable sales" on the Liability Report.  

 

I own 4 companies and have been a QB Desktop user for about 15 years.  I do every single part of our accounting, including sales tax, P&L, and balance sheets.  I know QB Desktop and accounting methods like the back of my hand and I am extremely familiar with how sales tax and liability reports should look and work.  However, QB Online does NOT work properly when it comes to sales tax.  

 

I have spoken to at least 8 people at QB over the course of a year, and while they admit there are some issues with sales tax on the QB side, they are not fixing the issue.  Multiple case numbers, support calls, and remote sessions to get nowhere and I am extremely frustrated!  I have two CPA's also and their office has looked at this as well and determined it's definitely on the QB engineering side.

 

Below is how a liability report should look (at least for me in Texas based on my location).  If anyone reading

this knows how to fix this in QB Online please reach out to me!

 

 Gross SalesTaxable SalesNon-Taxable SalesTotal 
Taxable 8.25%50,000.0050,000.00050,000.00
Resale form 0%25,000.00025,000.0025,000.00
Out of state 0%5,000.0005,000.005,000.00
Total80,000.0050,000.0030,000.0080,000.00

 

 

Can someone PLEASE help me resolve this and get this escalated and fixed at Intuit!

 

TirzahC
Level 7

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

This is not the impression we wish to leave you with,km12345.

 

The Sales Tax Liability report should also include the non-taxable amount. The first column shows the gross amount, next is the non-taxable, the taxable, and the tax amount. In addition, if the items on a transaction are all non-taxable, they won't be added to this report.  In the Sales Tax Liability report, only the invoices with taxable and non-taxable items will show under Gross Sales in QuickBooks Online (QBO). However, if the invoices have only the non-taxable items, they will not show in the Gross sales section. This causes the gross amount doesn't equal the total sales for that period(tax and nontax).On the other hand, your P&L report is based on the transactions you entered in QuickBooks

 

The Sales Tax Liability report displays the following information:

  • your company's total sales
  • how much is taxable
  • at what rate
  • how much sales tax is currently due to be paid

You can use the Profit and Loss Detail report, and add the TAXABLE AMOUNT column to show how much sales are only taxable. That amount should match the taxable sales amount in your Sales Tax Liability report. You can adjust the date range of your P&L report or change the Accounting Method used to see if you get the same result. The new sales tax system is irreversible once you switch from the old one. You can use custom rates on your transactions if you need to track special taxes manually. Pulling up the sales tax liability report in QuickBooks Online will only provide the taxable sales of your transactions. 

 

You can refer to these resources below to know more about the available reports in QuickBooks Online as well as how to customize them.

Should you need more help with running your sales tax reports, feel free to add a comment below. I'm always open to help you out. Take care.

km12345
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Thanks for the reply but part of the information you stated is wrong: 

 

1 - Non-taxable amounts DO show up on the Sales Tax Liability report.  For example, I have 2 custom rates setup for 0%:  "out of state" and "resale form on file".  Both of these categories generate invoices where ALL of the line items on the invoice are non-taxable and thus show up on a Sales Tax Liability Report.  The idea of the report is to be used when filing your taxes, so it has to show both taxable and non-taxable information, as that's information all states require from the business owner when filing and paying taxes.   

 

2 - Additionally to #1, the Liability Report should also TOTAL the columns for you and it does not.  It never has in QB online, but it does in other versions, for example Pro and Enterprise.  The total is also what the owner uses to file and pay taxes to their state, so if it's totaled in other versions of QB then why is not totaled in the Online version?  Makes zero sense. 

 

3 - The P&L generated based on the same accounting method (cash basis) for the same given timeframe should yield the EXACT same information as what a Sales Tax Liability Report shows.  Both reports are generating income taken in during a specific time frame.  I understand the P&L is an "income" statement and does not show liabilities, however the "income" should be the same as the Liability Report--- both reports are based on income.

 

4 - If the taxable rate is setup at 8.25% and I look at it to verify the same, then the Sales Tax Liability Report should accurately reflect the same amount due as if I were to manually calculate it.  I can pull that report, look at taxable sales and multiple that number by 0.0825 and the number I manually calculate should match what's due on the liability report---- it does NOT match.

 

As I have stated in the previous post, I am extremely versed on accounting principles, income statements, and sales tax reporting.  Additionally, I have been through multiple sales tax audits in Texas so I'm well aware of the nexus laws for collecting and remitting sales tax in my state.  My point here is that all of the links you listed below DO NOT HELP, as does the community forum and any other 'self-guided' help sections that Intuit offers--- the issue is not on my end, the issue is on the engineering side of Intuit.  My point of leaving all of the comments is in hopes that someone higher up at Intuit will see my comment and take the time to truly fix the software issue.  As a business owner I am paying top level for an accounting software service that does not properly work and has not worked for over a year!  Due to the business type, I have to be online and I cannot move to the desktop version to resolve the issues unfortunately.  

 

You are welcome to private message me if you think you can help or resolve this, but I have little hope until bigger issues are resolved at Intuit.

 

Denise1985
Level 1

Sales Tax Liability Report Showing Taxable and Non-Taxable Amounts for the Month

Good Evening!  Is there a similar report in QB Desktop ?

 

Thank you,

 

Denise

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