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TammyM12
Level 3

How can we get the sales tax liability report to function and will it pull information retro. Started in QuickBooks February 1 2019

5 Comments
Mark_R
QuickBooks Team

Welcome to the Community, @TammyM12.

 

Congratulations on your new account with QuickBooks Desktop! Let's turn on your sales tax feature to pull up the Sales Tax Liability report.

 

First off, we'll need to set up the sales tax in QuickBooks Desktop. Let me guide you how:

 

  1. Go to the Edit menu, then select Preferences.
  2. On the Preferences window, select Sales Tax, then go to the Company Preferences tab.
  3. Click Yes to turn on sales tax.
  4. Click Add sales tax item, then set up the sales tax items for each country, district, and city where you collect sales tax.
  5. Assign sales tax codes.
  6. Set the Sales tax basis (Accrual or Cash). 
  7. Set up your preference for paying the sales tax (Monthly, Quarterly, Annually).
  8. Click OK.

1.PNG

Here's an article you can read on for more detailed steps and information: Set Up Sales Tax in QuickBooks Desktop.

 

After setting up the sales tax, you can pull up the Sales Tax Liability report by going to the Reports menu, then selecting Vendors & Payables. You can also read this article for more information: Review Sales Tax Reports.

 

In addition, you'll have to open the transaction and tick the box under taxable. I've attached screenshot below.

 

2.PNG

That's it! Give this a try and let me know how it goes in the comment section. Please know that I'm only a post away if you have any follow-up questions. Take care!

TammyM12
Level 3

Thank you for your reply it was helpful.  We followed those steps but our report is blank, no detail.  So there is no invoice to click on.  

AldrinS
QuickBooks Team

Hi there, TammyM12.

 

I'd like to add to this discussion and ensure everything is taken care of.

 

First and foremost, I'm happy to know that you found my colleague Mark_R's response helpful. Just to clarify, the report will pull up the information of previously entered invoices, even if they weren't marked as taxable.

 

If they're missing, a quick way to fix this is to change the From and To dates on the report and make sure the invoice dates fall within this period. Once you've found the invoices, that's when you can click them and mark them as taxable. This way, you'll be able to see the exact Tax Rate and Tax Collected on the report.

 

Keep in touch if you need more help with the Sales Tax Liability report. I've got your back and am always happy to help. Have a good one!

TammyM12
Level 3

Thank you for joining the conversation.  Good to know the report will pull up the information previously entered.  We did change the form and to dates of the report and still no data on report.  We do have sales tax transactions in QuickBooks but they are not pulling to the report.  

Mark_R
QuickBooks Team

Thanks for getting back to us, @TammyM12.

 

Let's review your taxable invoices and get them added in your Sales Tax Liability report.

 

There are three things we need to make sure the items on the invoice are taxable. First, you'll need to check the Date of the invoice. Second, ensure the item is marked as taxable. Finally, check at the lower right of the page if the tax was selected.

 

 

Also, please make sure that these area are selected as taxable. This way, it'll show to your Sales Tax Liability report.

 

That's it! You can always get back into this post if you have more questions. Have a great day!

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