Sales Tax Liability Report

I can help you check your reports today, @SheenaWilton.

Usually, there are several factors why reports don't match. A couple of these are the report's date and the accounting basis. To isolate the issue, you can start by ensuring that both reports are on the same period and accounting basis.

You can use these links as your guides in running/customizing reports in both QuickBooks Desktop for Windows and Point of Sales:

• Customize reports in QuickBooks Desktop
• Customize and save a report in QuickBooks Point of Sale

I'm also adding these articles you can read more as tips about sales taxes:

• Manage Sales Tax in Point of Sale when running Financial Exchange
• Set up sales tax in QuickBooks Desktop

Please feel free to add a comment below if you have any other questions. I'm always here to help. Have a good day!

I've double and triple checked the report dates/time frames. Where do I find the accounting basis in the POS? I'm not sure why I'd want to change the reports, other than changing the dates. I'd really like to know why, when I look at total sales for any given day in the POS, the amount doesn't match what QB Desktop shows as Total Sales in the Tax Liability report. If the POS says my gross income for 10/1/2020 was $5,462.50, shouldn't QB Desktop say my total sales was $5000 plus $462.50 sales tax?

Am I making sense?

Hi there, SheenaWilton. 

Thank you for dropping by the Community this evening. As mentioned by my colleague above, the discrepancy you're experiencing can be coming from a number of places. Without being able to dive into your specific account to see exactly where the issue is arising, I'm going to provide a possible work around for you, so you can see what's going on. First off, The total sales and total income will not always match because there are transactions that can appear in a data file that will make it unlikely for the Sales Tax Liability and Profit and Loss reports to match. You can compare the two reports to see which transactions are causing the discrepancies.

To fix the problem, compare the details of the totals by running the Sales Tax Liability report and The Profit & Loss Standard report.

Sales Tax Liability

1. From the Reports menu, select Vendors & Payables > Sales Tax Liability.
2. Double-click the Total for Total Sales column. This will open the Sales Tax Revenue QuickZoom report.
3. Select Customize Report.
4. Choose the correct report basis, Accrual or Cash.
5. Under the Display tab, select the date range for the report.
6. Under the Filters tab, choose Accounts.
7. From the drop-down menu, select All ordinary income accounts.
8. Still under the Filters tab, select Transaction Type and choose Multiple Transaction Types from the drop-down menu.
9. In the box that opens, put a check mark next to all transaction types excluding Invoice and Sale Receipt.
10. Select OK to return to the Filters window.
11. Select OK again to return to the report.

Profit and Loss Standard

1. From the Reports menu, select Company & Financial > Profit & Loss Standard.
2. Double-click Total Income.
3. Select Customize Report.
4. Choose the correct report basis, Accrual or Cash.
5. On the Display tab, select the same date range.
6. Under the Filters tab, choose Accounts.
7. From the drop-down menu, select All ordinary income accounts.
8. Still under the Filters tab, select Transaction Type and choose Multiple Transaction Types from the drop-down menu.
9. In the box that opens, put a check mark next to all transaction types excluding Invoice and Sale Receipt.
10. Select OK to return to the Filters window.
11. Select OK again to return to the report.

If you encounter any other issues with STLR, see Resolve common issues when running Sales Tax Liability Report.

If you're still running into trouble, I would suggest reaching out to our customer support team for further assistance. They will be able to dive into your account with you in a private 1-on-1 setting to determine exactly whats going on and where. They can guide you click-by-click and help you make sure you aren't under-reporting your sales tax. To reach them, follow these steps:

Open your QuickBooks Desktop to connect with us.

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Enter your concern, then select Continue.
5. Choose a way to connect with us:
   • Start messaging with a support expert.
   • Get a callback from an expert (availability may be limited).

Chat with us online

Select your product and fill out the form to chat with an expert.

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If you have any other questions, feel free to post here anytime. Thank you and have a nice Monday evening.