Is there anyway to actually see the full entries in the tax-line menu?

KharyssaRhodes-CPB · ‎May 30, 2021

I have tried everything I can think of to get this information elsewhere, but I am coming up empty. I did find a Quickbooks Tax-line Mapping Table (here), but it does not match with the contents of the menu.

Attached is a screenshot of the problematic menu. The problem is that I can't see the full description of most of the tax-lines available - they are cut off by the dropdown menu's dimensions. Hovering does not reveal the remainder of the description.

Can anyone point me to where ever (online or within QB) I might find the full actual list of the items on this tax-line menu?

Thanks in advance!

MichelleBh · ‎May 30, 2021

I appreciate you for finding a sample Tax-line Mapping Table, KharyssaRhodes-CPB.

I'm here to ensure you're able to see the full list of your tax-line items in QuickBooks Desktop.

If you want to see all the line items assigned to each of your charts of account, you can either customize the column of your account or run the Account Listing report.

Here's how to customize the column:

Press Ctrl + A to open the Chart of Accounts page.
Right-click on your mouse and select Customize Columns.
Pick Tax Line and click Add.
Tap OK.
Drag the line to see all the details.

To access the report, here's how:

Go to the Reports tab on the upper right side.
Choose List and click Account Listing.
Select Customize Report, then select Filters.
Type Tax line in the column and tap OK.

To know more about customizing reports, visit this page: Customize reports in QuickBooks Desktop.

But if you're referring to the tax line lists within QuickBooks, you can follow the steps below.

Go to the Accountant menu and choose Chart of Accounts.
Right-click on your mouse and select Edit Account.
Click the Tax-Line Mapping field to show all the details.
Scroll down and review all the lines.

Additionally, feel easy to review this article about how to handle default tax codes, non-taxable status items, and other related topics: Set up sales tax in QuickBooks Desktop.

Feel free to post a comment below if you have other questions about tax line mapping. I'd appreciate any response and I'm always here if you need more help. Take care always.

View solution in original post

MichelleBh · ‎May 30, 2021

I appreciate you for finding a sample Tax-line Mapping Table, KharyssaRhodes-CPB.

I'm here to ensure you're able to see the full list of your tax-line items in QuickBooks Desktop.

If you want to see all the line items assigned to each of your charts of account, you can either customize the column of your account or run the Account Listing report.

Here's how to customize the column:

Press Ctrl + A to open the Chart of Accounts page.
Right-click on your mouse and select Customize Columns.
Pick Tax Line and click Add.
Tap OK.
Drag the line to see all the details.

To access the report, here's how:

Go to the Reports tab on the upper right side.
Choose List and click Account Listing.
Select Customize Report, then select Filters.
Type Tax line in the column and tap OK.

To know more about customizing reports, visit this page: Customize reports in QuickBooks Desktop.

But if you're referring to the tax line lists within QuickBooks, you can follow the steps below.

Go to the Accountant menu and choose Chart of Accounts.
Right-click on your mouse and select Edit Account.
Click the Tax-Line Mapping field to show all the details.
Scroll down and review all the lines.

Additionally, feel easy to review this article about how to handle default tax codes, non-taxable status items, and other related topics: Set up sales tax in QuickBooks Desktop.

Feel free to post a comment below if you have other questions about tax line mapping. I'd appreciate any response and I'm always here if you need more help. Take care always.

KharyssaRhodes-CPB · ‎June 24, 2021

Hi Michelle!

Thank you so much for your reply! All of this is very helpful and I will play around with your suggestions. :)

MichelleBh · ‎June 24, 2021

It's my pleasure, @KharyssaRhodes-CPB.

I'm so happy to know that my suggestions about your tax line entries in QuickBooks Desktop are helpful on your end.

For your future reference, you can visit our QuickBooks Help Articles. This page contains information like handling your chart of accounts, taxes, transactions, and others.

As always, you can post any questions or concerns here in the Community. We're continuously here to help. Have a great day ahead.

SCLA · ‎April 06, 2022

I have the same question, and the answers that are given below do not solve the problem. I've gone through them and I can extend the listing of the entries that are in my QB file BUT no matter, when I add a line in my Chart of Accounts, I also need to add the tax line mapping. QB only shows a mere fraction of the line. As in the original question .... we cannot see the entirety of the tax line - nor does it pop up if we try to hover over it .... we have no way to SEE what choice we are making. No, I don't have access to the Accountant menu. I am not an accountant, I am the end user trying to set up my account appropriately. HELP!

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Is there anyway to actually see the full entries in the tax-line menu?