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leeann4
Level 1

Sales Tax: I need to have total sales, untaxable sales, taxable sales and tax per state to file quarterly sales tax. How do I get a report with this information?

 
3 Comments
Jen_D
Moderator

Sales Tax: I need to have total sales, untaxable sales, taxable sales and tax per state to file quarterly sales tax. How do I get a report with this information?

It's good to see you here, @leeann4,

 

If you want to pull up a list of all sales with all other information for your state, I can help find a report for you. We can customize a Sales by Product/Service Detail or Sales by Customer Detail reports to get all the details you need.

 

Here's how:

 

  1. Go to the Reports menu and find "Sales by Product/Service Detail" or "Sales by Customer Detail" from the list or in the finder.
  2. On the report, update the Report period and Accounting Method.
  3. Tap the little gear on the report and mark the Taxable box and all other tax filters there.
  4. On the same page click Class.
  5. If you're using classes to identify which state those sales are processed, use the Customize button.
  6. Go to Filter then mark the Class filter.
  7. Once done, press Run Report.

On the report, you will notice that non-taxable items are blank in the Taxable column. Also, different classes assigned to transactions will appear there. See this:

 

Here are some related links that will help you run reports in QBO:

Let me know if you have any more questions with the reports. I'll be right here to guide you further with it. Have a lovely day!

2teadrinkers
Level 1

Sales Tax: I need to have total sales, untaxable sales, taxable sales and tax per state to file quarterly sales tax. How do I get a report with this information?

Sales by Product/Service Detail or Sales by Customer Detail

 

HI I have the online version and don't see these reports to pick from.

 

Need   gross, non taxable, taxable  and tax due.. just to make my life easier. 

Seems like the report use to pull those items.. but having trouble doing a work around on this report

 

Any advise is helpful.. 

 

JenoP
QuickBooks Team

Sales Tax: I need to have total sales, untaxable sales, taxable sales and tax per state to file quarterly sales tax. How do I get a report with this information?

I'd like to help with your questions about running reports, 2teadrinkers.

 

Both Sales by Product/Service Detail or Sales by Customer Detail reports are currently available in the Essentials, Plus, and Advanced versions of QuickBooks Online. Here's an article about this for more details: Reports Included in Your QuickBooks Online Subscription

 

You can follow these steps on how to check the subscription that you're using:

 

  1. Go to the Gear icon and select  Account and Settings.
  2. Proceed to the Billing & Subscription tab. 

 

If you're using Simple Start, you'll want to upgrade your subscription. You can follow the steps in this article for guidance: Upgrade or Downgrade Your QuickBooks Online Subscription.

 

You can also check out these articles for future reference:

 

 

The Community is always here if you need anything else. 

 

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