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Level 1

I have 1 non taxable sale for $21.08 and when I do my tax return, it keeps saying my non-taxable sales are $20.90. Anyone have any insight why it would be $.18 off?

 
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QuickBooks Team

I have 1 non taxable sale for $21.08 and when I do my tax return, it keeps saying my non-taxable sales are $20.90. Anyone have any insight why it would be $.18 off?

I'll help fix the incorrect non-taxable amount, aethen.

 

The most possible reason why it's showing a different amount is because of the date. We have to make sure that the transaction date of that sale is within the filing period. Let's open the sale transaction and verify the date, then go to the Taxes tab. You can modify the filing period on the From and To drop-down.

 

Aside from that, let's pull up a report to see all the sales transactions. That way, we can see check and verify if there's a separate transaction amounting to $20.90.

  1. From the Reports tab, search and select Transaction List by Customer.
  2. Change the reporting period to year-to-date. Click the Customize button and go to the Rows/Columns section.
  3. Make sure to check the Amount, Tax Amount and Taxable Amount.
  4. Hit Run report.

You'll want to check these articles to learn more about sales taxes:

Please post again if you have more clarifications. I'll be here!

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Level 1

I have 1 non taxable sale for $21.08 and when I do my tax return, it keeps saying my non-taxable sales are $20.90. Anyone have any insight why it would be $.18 off?

I am using Quickbooks online and what you are telling me to do isnt possible. I dont have that report as an option.

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QuickBooks Team

I have 1 non taxable sale for $21.08 and when I do my tax return, it keeps saying my non-taxable sales are $20.90. Anyone have any insight why it would be $.18 off?

Thanks for clarifying, aethen. 

 

It looks like we're subscribed to another plan in QuickBooks Online. I have another report that we can pull up that'll help us check the applied tax for each transaction. Let's run the Transaction List by Date and add the columns recommended by @AlexV

 

Let me show you how: 

  1. From the Reports page, enter and select Transactions List by Date in the search field. 
  2. Click the Customize button and change the Report period.
  3. Select Rows/Columns and then Change columns
  4. Check the Tax Amount and Taxable Amount boxes. 
  5. Click Run report.

Under the Tax Amount column, we can check the 0.18 amount. Click the amount to open the transaction. From there, we can uncheck the box under TAX to recalculate. Then, click Save and close. We can refresh the report and get back in filing the return again. 

 

Feel free to get back to me if you need anything else. Thanks!

Highlighted
Level 1

I have 1 non taxable sale for $21.08 and when I do my tax return, it keeps saying my non-taxable sales are $20.90. Anyone have any insight why it would be $.18 off?

The tax collected is correct. It is just not flowing through to the sales tax payment screen.

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Moderator

I have 1 non taxable sale for $21.08 and when I do my tax return, it keeps saying my non-taxable sales are $20.90. Anyone have any insight why it would be $.18 off?

It's good to have you back, aethen.

 

I would suggest reaching out to our Customer Care Support Team. They have available resources and tools to do a screen share with you. That way, they can further investigate this.

 

Here's how to contact them:

  1. Go to the Help icon.
  2. Click Contact Us.
  3. Enter "tax payment" as your concern, then click Let's talk.
  4. Choose either Start messaging or Get a callback.

Please check our support hours to make sure we address your concerns on time.

 

Let me know how the call goes. I want to ensure this is taken care of.

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