Thank you for visiting the QuickBooks Community, RescomHVAC. I'll go over how sales tax works in the report in QuickBooks. Let me also help you in completing some steps so you have accurate data on your sales tax on the software.
When running a sales tax report in QuickBooks, you need to check the accounting basis you used. That's because it affects the sales tax amount you owe and the data that appears. it's possible that you used the accrual method when running the report which could be why QuickBooks taxes were posted on the date when the invoice was created.
I recommend running and customizing the Sales Tax Liability report on a Cash basis. This way, the program calculates sales tax payable only when you receive the payment. When you receive a full payment for the invoice, the full sales tax amount will show on the month when the payment was received.
Here's how:
- Click the Reports menu at the top.
- Choose Industry Specific and Retail Reports.
- Select Sales Tax Liability.
- Go to the Report Basis field and choose the Cash radio button.
Lastly, you may refer to this article if you need steps on how you can memorize reports in QuickBooks so the same settings of the customized report are available for future use: Create, access and modify memorized reports.
If you have further questions about taxes in QuickBooks, please feel free to get back on this thread. I'd be happy to help you with anything related to the program, RescomHVAC. Have a great day!
