Sales Tax Report that includes returns/refunds

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:

1. Go to Vendors at the top menu bar, then select Sales Tax.
2. Choose Sales Tax Liability, then choose WA State Dept of Revenue.
3. Under Total Sales, double-click on the amount to see the complete details.

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.

• Customize reports
• Steps to Building the Reports You Need in QuickBooks

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.