1. "Taxable" Sales Items and the tax collected for those items.
2. "Exempt" sales invoices in which all products on the invoice were non-taxable because the client was exempt.
However, the exempt section does not show any products that were non-taxable items listed on invoices that were a combination of taxed and non-taxed products.
For example, my client, Joes Company is a taxable client and not exempt from sales tax, such as a school district would be. I sell him a hat for 5 that is taxable and a bottle of water for 2 that is not taxable. The invoice correctly calculates just the tax on the hat. However, the sales tax liability report does not show any non-taxable totals (the bottle of water) which are a part of the total "Gross Sales" number I need to file my taxes. The report excludes non-taxed items.
PA sales tax requires the Total Gross Sales and the Total Taxable Sales which are not on the Sales Tax Liability Report Together.
How do I get the total gross sales to file the taxes on the sales tax liability report without having to go to outside the Sales Tax Tab in the program?
I can help you view your total gross sales for both taxable and non-taxable transactions in QuickBooks, @leeleeg.
The option to view the total gross sales using the Sales Tax Liability report is unavailable in QuickBooks Online (QBO). However, you can use the Transaction List by Date report to view the taxable and non-taxable sales transactions. Then, you can export them in the Excel file and manually calculate total gross sales (taxable and non-taxable).
Go to Reports and search for Transaction List by Date.
Click the small Gear icon, select Reorder columns.
Check the box for the Tax Amount and Taxable Amount. You can also uncheck the boxes for the details that you don't want to see in this report.
Click Run report.
Once done, you can now import them in your Excel file. Just click the Excel icon in this report.
In addition, you can memorize the customization that you've made in this report. This way, you can easily review the transactions that you've previously customized.
If there's anything else I can do for you, please let me know. I'll be around to help you.