When I go to view my sales tax liability report for the quarter the gross sales total is incorrect. Have I set up it my items/and or customers wrong? The majority of sales are wholesale with a few retail sales every quarter.
Hi there, DSB.
Glad you've found your way to the Community. I'm here to lend a hand in getting this Sales Tax Liability report concern sorted out.
There haven't been any similar cases reported to us. To get this sorted out, let's try reviewing the Sales Tax Liability report and see if there are sales that have different tax codes used for these can cause discrepancies on your report. Also, you'll need to make sure that you filter the correct date upon pulling up the report.
Once verified that all details are correct and the issue still persists, I'd suggest giving our Customer Care Team a call. They have the necessary tools to work with you to find out what exactly may be causing this issue.
To reach them, please refer to this link: https://community.intuit.com/articles/1145770.
Once you've had a chance to try this out, be sure to let me know what your end results are. If you have any questions about this or anything else QuickBooks, feel free to reach out to me here in the Community.
I am having trouble getting my sales tax liability report correct. On my report it is showing a Multiple taxes for State of Colorado with a negative 39,535.48. I am not sure what this means. It makes me skeptical of the whole report. Can someone help me with this?
Thank you for joining this thread, Hannah-M.
Allow me to provide some information about the sales tax liability report.
As discussed by my peer BettyJaneB, this is usually a date issue from entering the period date in the report. You may want to check the sales tax codes and the date range of the transactions.
If all the information is correct and still showing a negative amount of 39,535.48, it would be best getting in touch with one of our Customer Care Specialist. Agents have the necessary tools, like screen-sharing to get your report accurate.
You can get our most-up-to-date contact number here: https://quickbooks.intuit.com/community/Getting-Started/Get-help-with-QuickBooks-Online/m-p/185932.
Don't hesitate to approach me if you have any further questions. Have a great day!
I spent all yesterday on the phone with the Quick Books Specialists. It cost a tremendous amount of money for no real results. They tech wanted to blame the inaccuracies on the government websites forms. I am coming to the conclusion that Quick Books does not integrate well with multiple tax codes like city, state, and county. I have reached out to an accountant that is knowledgeable in Quick books. I had to take the number of total sales off a different report (which was different than the number given to me by the total sales on my tax liability form) and calculate our sales tax myself. The quick books support team is very good at extorting large amounts of money for very little help.
In QuickBooks Online, they currently have automated sales tax and manual sales tax features.
Just curious - which one are you referring to? This may help other users as well if they're also experiencing the same.
After calling Quickbooks I learned that the sales tax is calculated from the customer's billing address. Since I only had my home state revenue agency set up only the gross sales and sales tax in my home state were included in the report in the sales tax center.
I am using the manual feature. So far I have found that the tax features are not integrate-able with individual tax codes (city, county, and state). I will just have to call an accountant because QB pro advisers are a bit of a joke.
I have spent a day and a half on the phone with tech specialist. First their excuse was my file had been corrupted and it was not mapping correctly because of the corruption. So I spent a tremendous amount of money for them to "fix" the corruption. Then I found that my taxes were still not mapping correctly. So I called back. I had over a $14,000 discrepancy on my city sales tax. So I walked through my process with the tech to show where my discrepancy was. He then reverted to blaming the government website for the discrepancy. When that did not hold water he then blamed me on setting it up incorrectly. I set it up according to the Quickbook's training videos on how to set up sales tax. The system does not take into account things like a discount for timely payments. I then tried paying my sales tax out of the pay sales tax feature. I always have to make an adjustment for my reconciliation to balance (since I have to calculate my own sales tax because my reports are not accurate). Except the adjustments do not compute from the pay sales tax feature into the reconciliation feature. So I called customer service again. The best solution they had was to create files that are no existent within my company file to "force a balance". Any one can "Force" a balance. So I asked about it. The tech then started to blame the way our file was set up again. I asked him how my settings should be set up so that it will map correctly. His answer was to itemize every tax code line within the product line on each invoice. Why have the tax percentage feature where you can set up tax groups ( QB online advises set up through this feature) if you have to itemize each tax line in every invoice. What a waste of time and money!
Tech specialists are a joke!
I appreciate you for bringing this to our attention, Hannah-M.
This isn’t the customer service we want you to experience when dealing with sales tax mapping in QuickBooks Online.
Here at Intuit we aim to provide excellent support to our customer in any way possible. It is our hope to resolve each concern for our customer's satisfaction.
I understand that you’ve already reached out to our Care Support Team regarding this issue. However, It would still be best to get in touch with them and use the case number from your previous call so they'll know the steps you've taken so far in resolving this issue.
We work hard to build the best solution to resolve your concern.
If there's anything I can do to make your day better, please let me know. I'm always here to help.
Yeah. This is a bug with their system. It's worse for me as a mail order company in California.
The super fun part is that if you downgrade back to the manual system (which I had working) you cannot fix any errors the automated system generated.
You have to manually download all your transactions and filter them in excel. Sucks.
The Sales Tax Liability report (and calculation) is not using total gross sales correctly at all, for a client the difference is around $17k in actual gross sales vs. what the sales tax report is showing and there's about a $5k difference in the taxable sales amount. QB is under-reporting the sales tax that should be paid.
Did I do something wrong, or as other suggested is there a bug? If a bug... we need it fixed fast or an alternate way to deal with this until it is reliable.
The Sales Tax Liability report shows a summary of your taxable and non-taxable sales, plus the total sales tax you collected from customers.
To further check what’s causing this error, I suggest reaching out to our Customer Support team. They can get into your account in a secure environment and help you resolve the error you’re having.
You can do it by going to the Help icon at the top right of your QuickBooks Online (QBO) account. Follow the steps below:
See this article for detailed guidance: Contact the QuickBooks Online Customer Support team.
Check the following article to see how QuickBooks Online automatically calculates sales tax when you make a sale: Learn
I'll be around to help you further if you have additional questions about your account. I'm always here to help. Have a wonderful day!