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carlt2000
Level 1

Sales tax for different tax districts

Hello,  I'm sorry if this is a commonly asked question, I've tried and tried to solve it on my own, only to fail.

 

When I go to report my quarterly sales in to the Washington State Department of Revenues website, they ask for the sales tax code and amount of the sale in every municipality that I worked.  I am a contractor so I travel to do work.

 

I cannot for the life of me figure out how to have Quickbooks show me the breakdown on all of the different tax codes/amounts that I have done sales at, so that I can enter them individually on the department of revenues website.  I can get a total sales amount for the quarter, but not a breakdown on the different tax areas.

 

Can someone please 

1 Comment 1
RaymondJayO
Moderator

Sales tax for different tax districts

Hi there too, @carlt2000

 

It's good to hear you've got the total sales amount for the quarter. You don't need to apologize since I'm here to help you get the specific information you need. With this, let's run the Sales Tax Liability report to view the breakdown of the sales tax amounts for different tax municipalities. This process is applicable whether you're using the manual or automated sales tax feature in QuickBooks Online (QBO). I'll guide you how.

  1. Go to Reports from the left menu. 
  2. Enter Sales Tax Liability in the Search box and select it.  
  3. Set the Report period to Last Quarter
  4. Choose the Accounting method
  5. Click Run report
  6. Go to the WA State Department of Revenue section to see the tax code of each municipality. 
  7. Click the figure under the Taxable amount column to open the Transaction Report. From there, you can view the breakdown of your sales tax amounts for that specific location. Repeat this process for the other districts. 

 

The screenshot below shows you the last five steps. For the detailed instructions, check out this article: Check How Much Sales Tax You Owe In QBO.

RunSalesTaxLiabilityReport.PNG

 

Once done, you can click the Save customization button to memorize the report. Doing so will help you quickly access it in the Custom Reports tab. 

 

When you're ready, use the report's data to enter them individually on the Washington State Department of Revenue website. After that, manually record your tax payment to zero out your sales tax payable and keep them up to date in QBO. For more details, see Step 3 through this article: Filing Your Sales Tax Return and Recording Tax Payment.

 

I'll be right here to help if you need anything else. Keep safe always, @carlt2000.

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