Sales Tax Report

RedTopConstruction · ‎July 08, 2021

I run the sales tax liability report monthly to pay my sales tax to the State. I'd like to expand the report to see how the column totals (total sales, non taxable sales, taxable sales) were calculated. Ideally what invoices and sales receipts that contributed to the totals. How do I do that?

GlinetteC · ‎July 08, 2021

I've just got the steps you'll need to see what invoices and sales receipts contributed to the totals, RedTopConstruction.

It's pretty easy and really quick. From within the Sales Tax Liability page, double-click on the amount, an example is Non-Taxable Sales . From there, you can see all the invoices that contributed to the total amount.

I've added screenshots for your visual reference:

If you'll encounter some issues while working on your sales tax, please read this article that contains information on how to troubleshoot unexpected results: How to resolve common sales tax issues.

I've got your back if you have any other questions managing your sales tax in QBDT. Have a good one!

View solution in original post

GlinetteC · ‎July 08, 2021

I've just got the steps you'll need to see what invoices and sales receipts contributed to the totals, RedTopConstruction.

It's pretty easy and really quick. From within the Sales Tax Liability page, double-click on the amount, an example is Non-Taxable Sales . From there, you can see all the invoices that contributed to the total amount.

I've added screenshots for your visual reference:

If you'll encounter some issues while working on your sales tax, please read this article that contains information on how to troubleshoot unexpected results: How to resolve common sales tax issues.

I've got your back if you have any other questions managing your sales tax in QBDT. Have a good one!

Notalemming · ‎January 24, 2022

Hey Glinette, this question is about the closest I've seen to mine regarding the Sales Tax Liability Report. We use QBO and I am unable to match the dollar amount that QBO has for the last quarter Non-Taxable on the STLR. When I click on that number, it merely brings me to the invoice from where it was pulled. However, it does not give me a breakdown of how that number was calculated. On one invoice alone, I can not figure out what is considered exempt because the numbers don't add up to what I calculate by hand. Is there a way to better determine how QBO calculated the Non-Taxable amount? In order for us to file taxes, we must categorize what is exempt. I have played with the numbers for over 4 hours and can not determine how QBO calculated the Non-Taxable amount. It does me little good to know what invoice(s) the number is derived if I can't determine how the number was determined. Can you lend any insight to this dilemma? Thanks.

Rubielyn_J · ‎January 25, 2022

It's a pleasure to have you here, @Notalemming.

I’ve seen that you’ve posted twice. My colleague @LeizylM has already addressed your concern about the sales tax report.

You can visit this link to view her suggestion: https://quickbooks.intuit.com/learn-support/en-us/taxes/sales-tax-liability-report/01/1020372#M16561.

Additionally, you can also visit our Support page if you need more tips, resources, and video tutorials. It includes information to help you manage your company files.

Don’t hold back to add a remark below if you need further assistance about the sales tax report in QuickBooks. I’m here to help always. Keep safe and take care.

Topics

Training

Community

Resources

Sales Tax Report

Sales Tax Report

Sales Tax Report

Sales Tax Report

Sales Tax Report

Need to get in touch?