California Sales Tax Filing versus QBO Sales Tax Liability Report

Hi. I hear your sentiments and understand your desire for more streamlined processes for the Sales Tax Liability report in QuickBooks Online, adallos.

The Sales Tax Liability Report does not provide the specific breakdown between labor and materials for tax-exempt and taxable customers, which is what you need. 

To include this level of detail in a customized report in QBO, you can explore the advanced reporting features or utilize a third-party reporting tool that integrates with QBO. Another option to consider is manually exporting the report to Excel and manually calculating the data from there.

Since you have been waiting for automated sales tax submittals for several years now, I still suggest sending send feedback directly to our engineers regarding the current state of sales tax reporting in QuickBooks Online (QBO) and the lack of automation for sales tax submittals to the California Department of Tax and Fee Administration (CDTFA).

Go to the Gear icon and select Feedback to let them know how the ability to customize the QBO Sales Tax Liability Report for a detailed breakdown of labor and materials for both tax-exempt and taxable customers benefits you.

Still, you can refer to this article whenever you need assistance with performing tasks in other QuickBooks reports: Get the most out of your financial reports.

Please reply to this thread if there is anything you need to know more about QuickBooks reports. I'll be available to help in any way I can.

Thanks for your reply SarahannC - I am sure it gives you no pleasure to acknowledge that there is no good solution here.  I went to the third party advanced reporting tool link and there is no quick and fast solution there either.  All we are trying to do is to get the quarterly sales tax filed (which using the Sales Tax Liability Report in the Desktop version of QB and in QBO up until a recent change where they screwed it up) used to take 5 minutes.  Similarly, exporting to Excel and doing it manually when you have many transactions is just not feasible especially considering that we would still need to customize the Taxable Sales report to be able to have the figures in Excel and the way that report is formatted does not lend itself to easy row/column manipulation.  So all in all, here we are, probably tens of thousands of CA customers who are trying to use QBO for sales tax, I pay over $400 per month for the QBO license I have - and the answer I basically get is to pound sand.  Zero feasible solution.  It is embarrassing to Intuit and Quickbooks, absolutely unacceptable.  At the same time, barely a day goes by and we are getting dashboard "improvements" that are pushing ancillary revenue generators (for Intuit) such as HR Services, Accounting services, Loans, factoring receivables etc) anything to get us to pay more fees and money for features far less important.  And the basics are being neglected.  Why not force your management to find a solution to this simple and long overdue problem?  May I remind your management group that you are in the business to help your customers do their books and address their needs by putting effort into it and coming up with practical solutions...  and when you do not do that (like Quickbooks has not done for years) people are going to abandon the platform - as painful as it is to do so.  

Well said, I am dealing with the same BS. We switched from Desktop enterprise to Online and I regret it!! I have had to file for an extension with the state because the calculations are so screwed up. 

I'm in the same boat and tearing my hair out over here. This was a simple report on QB Desktop, and now I can't figure how to accurately enter my sales tax info with CA, TX and NY.  Most state sales tax agencies need to see the total sales for their state as well as taxable sales.  It's a simple request . And should be a simple report to pull up.  Now that we've switch to QBO I feel it's too late to go back. But I'm really regretting making the switch.  Curious if you ever found a solution to this problem? I came here to see who else was having this problem...which many are... but what's the solution?

I heard your sentiments, creecree8. I know you require additional functionality preferences about entering the sales tax details by state within QuickBooks Online. Let me share more information about this product limitation in (QBO).

We are committed to providing the best possible service to our customers, and your feedback is advantageous in helping us achieve this. We are constantly working on updates and improvements to enhance the functionality and user experience of QuickBooks Online.

We appreciate your patience and understanding as we strive to make QuickBooks Online as comprehensive and user-friendly as possible, and we would like to send our heartfelt gratitude for being with us and using QuickBooks Online.

If you are willing to submit your suggestion, check out the steps below:

1. Go to the Gear icon.
2. Under the Profile column, select Feedback.
3. Share your suggestion, then click Next.

You'll want to track your suggestions through this website. You can also visit our blog to keep up with our recent events and developments.

If you have other questions about managing reports, add them below. Please don't hesitate to reach out if you have suggestions or concerns. Your satisfaction is our top priority.