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Not applicable

How do I find the "total gross sales" in order to fill our my sales tax filing?

 
18 Comments
QuickBooks Team

Re: How do I find the "total gross sales" in order to fill our my sales tax filing?

I've got you covered, elizabeth6.

 

We have just the report that'll show your Total Gross Sales. Let me walk you through the steps to pull up this report:

  1. Click Reports in the left navigation menu.
  2. Scroll down and look for the Sales tax section.
  3. Select Taxable Sales Summary.
  4. Modify the Report period as necessary.
  5. Click Run report.

For additional insight about this, you can visit this article: Sales tax in QuickBooks Online

 

That should get you going in the right direction. Please don't hesitate to reach out to me again if there's anything else I can help you with. Thanks for reaching out, wishing you and your business all the best!

Not applicable

Re: How do I find the "total gross sales" in order to fill our my sales tax filing?

Why doesn't gross sales include the sales taxes paid by clients? When I run the P/L report, the total sales is incorrect when I compare to the 1099-Misc forms reported to the IRS by clients.

QuickBooks Team

Re: How do I find the "total gross sales" in order to fill our my sales tax filing?

Hi almoterp,

 

You can adjust the date range of your P&L report or change the Accounting Method used to see if you get the same result.

 

On the other hand, your P&L report is based on the transactions you entered in QuickBooks while the 1099-Misc forms are based on your clients' records. If tax amounts are still not matching, I'd suggest doing a cross-reference check with them to know why you got a different amount.

 

Please don't hesitate to go back to this thread if you need more help.

Senior Explorer **

I am having the same trouble with finding a Sales Tax Liability Report that includes Gross Sales. The only place I can find Gross Sales is in the Sales Tax Center on the screen but not in a report. Does anyone know a resolution for this?

 
QuickBooks Team

Re: I am having the same trouble with finding a Sales Tax Liability Report that includes Gross Sa...

Hello there, @5470.

 

Let me provide additional insights on how you can pull up a Sales Tax Liability report that consists the  Gross Sales in QuickBooks Online. 

 

Pulling up the sales tax liability report in QuickBooks Online will only provide the taxable sales of your transactions. However, you have the option to pull up the Taxable Sales Detail report to see the gross sales amount.

 

To do that:

  1. Click on Reports from the left pane.
  2. On the search field, key in Taxable Sales.
  3. Choose Taxable Sales Detail.
  4. Click on Customize.
  5. Enter the appropriate date range in the General section.
  6. Select on Filter.
  7. Under Filter, check the box next to Customer Taxable.  This will ensure all customers with non-taxable sales are listed
  8. Check the box next to Product/Service Taxable, select Taxable
  9. Select Run report.

You can refer to these resources below to know more about the available reports in QuickBooks Online as well as on how to customize it.

I've also included some links and tutorials that can help you with running QuickBooks:

Lastly, QuickBooks is constantly finding new ways to make sure that your product meets your needs, based on your feedback. I'd encourage you to visit our QuickBooks Blog to be updated with our latest news and updates including product improvements. 

 

Please let e know if you have any other questions with this concern. I'd be happy to help you out. Have a great day!

Not applicable

Re: I am having the same trouble with finding a Sales Tax Liability Report that includes Gross Sa...

Handy tool if...it worked correctly.

Tried your steps below but still none of the non-taxable items did not appear in the report even though I had to filter set to ALL taxes.  

 

Not applicable

Re: I am having the same trouble with finding a Sales Tax Liability Report that includes Gross Sa...

Further to add to this discussion, wouldn't it make simple sense for QBO to add a Gross Sales index/tax/filter so users could run truer reports that accurately reflect Gross vs. Net Sales?? 

True accounting systems, I believe, do that sort of filtering and reporting.

QuickBooks Team

Re: I am having the same trouble with finding a Sales Tax Liability Report that includes Gross Sa...

Thanks for trying some tests and providing some feedback, @almoterp.

 

Aside from the recommendation given by my colleague, you can also run the Sales Tax Liability report. It provides the taxable and non-taxable amounts. The report is grouped by tax agencies and you can click the Amount link to get the details of the transactions.

 

Here are the steps on how to pull up the report:

  1. On the left navigation tool, click Reports.
  2. Enter Sales Tax Liability Report.
    1.PNG
  3. Customize the date period and select the Accounting method.
  4. Hit Run report.
    2.PNG

To learn more about customizing reports you can refer to the link. You also have the option to memorize it by clicking the Save Customization button.

 

For more reference about the Sales Tax feature, check out the articles below:

Keep me posted on the results or if you have follow-up questions. I'm still here to help you further. Wishing you all the best!

Frequent Explorer ***

Re: How do I find the "total gross sales" in order to fill our my sales tax filing?

For Quickbooks Online : Having to pull a P&L to gather Gross Sales over complicates things. I've stumbled across a workaround much easier. Although I haven't found out how to print this (which I NEED!) - click Taxes on the lefthand side and on this main screen the columns display Gross Sales, Taxable Sales, Tax Amount, etc. This info is needed when submitting Sales Tax Reports / Payments. I prefer QB Desktop version. QB Online version stinks!!
Frequent Explorer ***

Re: How do I find the "total gross sales" in order to fill our my sales tax filing?

Boooo - bad advise! That's doesn't provide the info we are looking for! How about just adding a column for Gross Sales to the Sales Tax Liability Reports - similiar to the Desktop version!
QuickBooks Team

Re: How do I find the "total gross sales" in order to fill our my sales tax filing?

Hello there, Dollface.

 

I appreciate you for sharing your workaround with us. So far, my colleagues have already mentioned all the possible workarounds available that would show the Total Gross Sales

 

Your idea of having an additional column for Gross Sales to the Sales Tax Liability Reports sounds convenient and I would love to share this suggestion to the product developers. For now, I encourage you to visit our QuickBooks Blog to be updated about the said feature, and we'll be sure to inform you through this thread.

 

Should you need with something else, don't hesitate to reach back to me. I'll be right here to help you.

Senior Explorer **

When I clicked on the link for the blog, I had to sign into QBO again. How do I get the link in your message below to the blog?

 
Senior Explorer **

You are correct. I've just been doing a print screen, then paste onto a word document, in order to print what I need.

 
Senior Explorer **

This report only provides Taxable Sales. I'm looking for Gross Sales. You can also filter that report on the gear icon on the report. Check the Taxable Amount and Tax Amount. Just an alternate way of pulling the report you mentioned.

 
QuickBooks Team

Re: This report only provides Taxable Sales. I'm looking for Gross Sales. You can also filter tha...

Glad to see you again in the Community space, @5470.


As mentioned by my colleagues, feedback has been sent regarding your request about the Gross Sales column to show on the report.


Since the workarounds didn’t provide the information you need, let me pass another suggestion to our Development Team for consideration in the near future. An idea like this helps us determine what enhancements and improvements are needed to make our product more effective and convenient to use.


I’ll let you know if there are any changes by updating this thread. For now, I recommend visiting the QuickBooks Online Blog to get recent news, and details of the latest features. Check out the link given by my colleague or click this for more information: https://quickbooks.intuit.com/blog/.


Post in the Community again if you need anything else. Wishing you and your business continued success!

Senior Explorer **

Re: This report only provides Taxable Sales. I'm looking for Gross Sales. You can also filter tha...

Thank you for the update! I have the QB Blog in my favorites and will continue to follow it.
Not applicable

Re: I am having the same trouble with finding a Sales Tax Liability Report that includes Gross Sa...

I am using the sales tax liability report but I don't have any non taxable sales showing up.  I don't have any choices in the customize.

 

I need non-taxable wages by state to file sales tax returns

 

QuickBooks Team

Re: I am having the same trouble with finding a Sales Tax Liability Report that includes Gross Sa...

Hello Lowchee,

 

It's possible that you have the old sales tax interface. This is why the non-taxable column is unavailable in the Sales Tax Liability report.

 

You'll want to run a different report called Taxable Sales Detail. Then, customize the report by following these steps:

 

  1. On the left panel, click Reports.
  2. Type Taxable Sales Details in the search box.
  3. Select the Report period, and click the Customize button.
  4. Click Rows/Columns to expand, and select the Change columns link.
  5. Put a check mark on the Tax name box.
  6. Click Filter to expand, put a check mark on the Customer Taxable box and select Non-Taxable.
  7. Click Run report.

You can also export the report to Excel and manually edit the information.

 

If you're using the automated sales tax, I'd recommend contacting our Customer Care Team. We will check your sales tax settings and investigate this further.

 

Here’s how you can reach out to us:

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Choose either Start a chat or Call us.

For other questions or concerns, you can always visit us here. Thanks.

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