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Create a Non-Taxable sales report in QuickBooks Online

Learn how to create a non-taxable sales report in QuickBooks Online.

If you need a list of all customers with non-taxable sales, we’ll show you how to run a report that gives you just that. You can customize the Taxable Sales Detail report to show you all non-taxable sales within a specific date.

  1. Go to Reports.
  2. In the search field, key in and select Taxable Sales Detail.
  3. Select Customize.
  4. Select the date range in the General ▼ dropdown.
  5. On the Filter ▼ dropdown, select these checkboxes:
    • Customer Taxable, to list all customers with non-taxable sales.
    • Distribution Account, then All Income/Expense Accounts from the ▼ dropdown, to hide the A/R Source line on the report.
    • Product/Service Taxable, then Non-Taxable from the ▼ dropdown, to show the report as Taxable Sales Detail when you run the Non-Taxable Sales Report.
  6. Select Run report.

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