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pavlinslandscaping
Level 1

can I separate 2 counties that have the same tax rate of 6.75% to show which customers have paid for the sales tax in their county?

 
1 Comment 1
ThomasJosephD
QuickBooks Team

can I separate 2 counties that have the same tax rate of 6.75% to show which customers have paid for the sales tax in their county?

You can create a custom tax rate and generate a Taxable Sales Detail report, pavlinslandscaping.

 

QuickBooks automatically calculates the sales tax rate based on your customer's address. However, if you'd like to organize tax rates more specifically, you have the option to create custom tax rates for individual counties.
ST1.png

 

To view transactions based on their respective counties, you can generate a Taxable Sales Detail report and filter it by Tax Name to identify and separate customers from different counties.

 

Here's how you can generate and filter the report:

 

  1. Go to Reports and select Standard reports.
    st2.png
  2. Navigate to Sales Tax and select Taxable Sales Detail report.
  3. Enter the specific date for the Report period.
  4. Click Columns and add the Tax name column.
    st3.png

  5. Go to Group by and select Tax name.
    st4.png

 

Once completed, the report will display transactions grouped by Tax Name. You can also save the generated report for future use whenever necessary.

 

Don’t hesitate to ask if you need any more support.

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