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ALM555
Level 1

Sales Tax Liability Report Discrepancy

I have a discrepancy in reports.  If I choose the "view return" button on the new sales tax section where it shows your sales tax due I get a different gross sales figure than if I go to reports and print a sales tax liability report for the same period.

8 Comments
Angelyn_T
QuickBooks Team

Sales Tax Liability Report Discrepancy

I'm here to help check the discrepancy of your sales tax due, @ALM555.

 

I can think of one reason that causes the off amount when opening the Sales Tax Liability report and when clicking the View Return button. It's the report's accounting method. You can switch the report from cash to accrual basis and vice versa to get the exact result.

 

Here's how:

 

  1. Open your QuickBooks Online (QBO) account, then go to the Reports tab at the left pane.
  2. Search for Sales Tax Liability Report, then click it open.
  3. Set the dates, then switch the Accounting method to Cash, then Accrual.
  4. Tap Run report to refresh the page.

Once done, compare the figures to the Sales Tax section.

 

For additional reference about running and customizing reports in QBO, feel free to open this link: Run reports in QuickBooks Online.

 

You can as well read these articles as your guide while managing sales taxes in QBO:

 

Please post again on the Community page if you have additional concerns. I'm here to keep helping. Take care!

ALM555
Level 1

Sales Tax Liability Report Discrepancy

I already checked that.  When I run the report out of the reports section there is only about a $200 difference in cash vs. accrual gross sales.  When I view the tax liability report in the new auto view tab there is a HUGE difference in the gross sales report on there vs the report in run in the report section.

AlexV
QuickBooks Team

Sales Tax Liability Report Discrepancy

Hi there, ALM555.

 

I'm here to provide additional steps on how we can fix the sales tax discrepancy.

 

If not the reporting period or accounting method, another possible reason is due to a browser error. Let's pull the Sales Tax Liability report and view the data through the Taxes using an incognito window. From there, compare the two and check if everything looks good.

 

These are the incognito keyboard shortcuts:

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Option + P

Also, let's clear the cache since it causes errors in QuickBooks Online. You'll want to make sure that your browser is updated or use a different one.

 

If it gives you the same result, please reach out to our Customer Support so they can conduct an investigation on this matter. 

  1. Go to Help and click Contact Us.
  2. Enter the Sales Tax Liability Report Discrepancy and select Let's talk.
  3. Choose either Request a callback or Start a message.

Here are some of the articles you'll want to check:

Post again here if you have more questions. I'm looking forward to assisting you again.

PlumBookkeeperCO
Level 3

Sales Tax Liability Report Discrepancy

Sorry to see you are dragging yet another user through the "how you fix your own report" steps, when in fact the report is flawed - see my complaint last April.

 

The sales tax liability report does not pull information from any invoices/receipts that do not contain at least one taxable line item..  one of my clients has a sales and service business.  Service is not taxable and any sales receipts entered where only service is provided (non-taxable) are 'ignored' by the Sales Tax Liability Report.

 

Please fix the report, properly, on the back end.


Thanks

 

Plum

PlumBookkeeperCO
Level 3

Sales Tax Liability Report Discrepancy

the report isn't right.

 

Do you have sales receipts that sometimes don't have any taxable line items?   or do you have sales to any tax exempt customers?    both of these will throw off the STLR.

 

CharleneMae_F
QuickBooks Team

Sales Tax Liability Report Discrepancy

Thanks for getting back to us, PlumBookkeeperCO.

 

As of now, we have an ongoing investigation (INV-52368) about having an issue in the Sales Tax Liability report. We recommend contacting our QuickBooks Support Team so you'll be added as one of the affected users.

 

Here's how:
 

For the old Help menu interface:

 

  1. Click the Help (?) icon at the top.
  2. Choose the Contact Us button.
  3. Type INV-52368​​​​​​​ on the What can we help you with box.
  4. Proceed with the Let's talk button.
  5. Select the Start messaging option.

For the new Help menu:

 

  1. Click the Help (?) icon at the top.
  2. Type Talk to a human.
  3. Enter INV-52368​​​​​​​ on the What can we help you with box.
  4. Choose I still need a human.
  5. Select the Start messaging option.

After that, you'll receive an email update once the issue is already resolved.

 

You can also check out this article to learn how to handle sales tax payments in QuickBooks Online: Manage Sales Tax Payments.

 

Additionally, I've added an article that'll help learn more about sales tax:  FAQs about Sales Tax.

 

We appreciate your patience in this matter. Rest assured our engineers are currently working on an immediate fix.

PlumBookkeeperCO
Level 3

Sales Tax Liability Report Discrepancy

Thanks for the quick reply.  I'll follow those steps and once again, add myself to an "ongoing" case.

 

Forgive my sarcasm however - it's pretty clear that nothing much (and I'm being generous) is being done to fix what should be a staple report, reliable, accurate and with only a few columns.

 

I will also continue to be a pain your butt until it gets fixed as there seems to be little recognition around the 'halls' of Intuit that people are erroneously filing their sales tax based on your report.

PlumBookkeeperCO
Level 3

Sales Tax Liability Report Discrepancy

Received an email stating this complaint is now closed as engineers were unable to replicate the issue.

 

SO... what now?   too many people are seeing the problem as described.

 

Plum

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