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MKug
Level 1

State Tax Report

I am trying to recreate a report that we had in our old desktop QuickBooks. One of the things we have to do is pay CAT tax on our income, but we only have to do this for the state of Ohio, and we sometimes work in other states. So what I basically need is to run the Transaction Detail by Account report that includes a column which lists the customer's state. If I could get it to filter by state, so I could eliminate any non-Ohio customers, that would be even better - that is how our old customized report worked. But if I could at least get the column on the report, I can sort it to get the info I need. Unfortunately, I am not seeing this as an option in the customization window in QuickBooks online. Any suggestions?

Solved
Best answer August 10, 2020

Best Answers
Rubielyn_J
QuickBooks Team

State Tax Report

It's good to see you here in the Community, @MKug.

 

Let me sort things out for you. I suggest running either the Transaction List by Customer or the Customer Contact List report. This way, you will have an option to add the Billing and Shipping address to identify the non-Ohio customers.

 

Here's how: 

  1. Go to the Reports menu.
  2. In the Find report by name sectiontype in either Transaction List by Customer or Customer Contact List.
  3. In your report page, click the Customize button.
  4. Choose the Report period.
  5. Under Rows/Columns, select for the Billing and Shipping Address.
  6. Once done, select Run report.

You'll also want to save your current customization. Feel free to check out this article for the details: Memorize report in QuickBooks Online.

 

Let me know if you have additional queries. I'll be glad to help you. Have a nice day. 

View solution in original post

4 Comments
Rubielyn_J
QuickBooks Team

State Tax Report

It's good to see you here in the Community, @MKug.

 

Let me sort things out for you. I suggest running either the Transaction List by Customer or the Customer Contact List report. This way, you will have an option to add the Billing and Shipping address to identify the non-Ohio customers.

 

Here's how: 

  1. Go to the Reports menu.
  2. In the Find report by name sectiontype in either Transaction List by Customer or Customer Contact List.
  3. In your report page, click the Customize button.
  4. Choose the Report period.
  5. Under Rows/Columns, select for the Billing and Shipping Address.
  6. Once done, select Run report.

You'll also want to save your current customization. Feel free to check out this article for the details: Memorize report in QuickBooks Online.

 

Let me know if you have additional queries. I'll be glad to help you. Have a nice day. 

View solution in original post

MKug
Level 1

State Tax Report

Thanks so much - this definitely gets me a lot closer to what I'm trying to get! I just wish there were an easy way to drill down further and filter by state!

Nick_M
QuickBooks Team

State Tax Report

Hey there, MKug. 

 

I'm glad to see that my colleague was able to you out. I also agree that filtering by state would be another level of filtering that would be very beneficial, so I'm going to reach out to our development team and see about getting the feature added in a future update.

 

Thank you for your time and have a lovely afternoon. 

moorsalone
Level 1

State Tax Report

I appreciate the replies on this topic. No one mentions that fact that QBO users have been asking Intuit to modify the customer address to break out city, state and zip as separate fields for YEARS!

 

I started using QBO in 2014 and I have been watching this situation for years. I stopped asking anyone in support about it because it became obvious that no one in development really seems to care that this is important to companies that need to run reports sorted by state or zip code.  

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