INCLUSION OF OVERALL TOTAL (TAXABLE AMOUNT+TAX AMOUNT) TO THE REPORT

Anonymous31 · ‎August 29, 2023

Hello. I would like to ask if there is any way to show the total amount (of taxable amount + tax amount) to the report? any report will do as long as I can see it. Btw, they are in expenses tab. See attached picture to know what I am talking about. I am using QBO simple start.

Above is on profit and loss detail. (here, my problem is the amount is the same with taxable amount. What I want to know if there is a way for the amount to be a sum of taxable amount and tax amount.

Above is on transaction detail by tax code. (Here, it is almost good however there is no overall gross total included. Only overall tax amount and overall taxable amount).

JoesemM · ‎August 29, 2023

Greetings and welcome to the Community space, @Anonymous31. I express my gratitude for the screenshot you have provided. It would be my pleasure to provide you with the report that shows the taxable amount and tax amount within QuickBooks Online.

Running financial reports gives you snapshots of different areas of your business. However, some reports are unavailable with your QuickBooks Online Simple Start version. To know what are available reports included in your subscription, click this article: Reports included in your QuickBooks Online subscription.

In your case, running the Transaction List by Vendor report will display the Taxable Amount and Tax Amount in your report. You'll have to click the Customise button and the Rows/Columns section. Let me show you how:

Go to the Reports menu, then enter/select Transaction List by Vendor.
Change the Report period if necessary.
Click the Customise button.
Proceed to the Rows/Columns section and click the box beside Tax Amount and Taxable Amount.
Press Run report.

This will display the transactions you've entered in QuickBooks and varies depending on the subscription you're using. There might be entries that will not show in the report. To learn more about customising report, see this article: Customise reports in QuickBooks Online.

In case you want to upgrade your current service. All you need to do is click the Upgrade button in the Billing & Subscription tab. Check out the available pricing plans to see which subscription level is right for you.

See the following links to learn more about managing your subscription in QuickBooks Online:

If you have any other concerns regarding pulling up reports or any other matter, please don't hesitate to leave a comment below. I am always here to assist you. Have a wonderful day!

View solution in original post

Bryan_M · ‎August 30, 2023

Thanks for routing back here, @Anonymous31. We see how valuable it is to view your overall total tax in a report. To help you with this, allow us to share some insights.

Please know that we reviewed your post above. We see that you're using QuickBooks Online Simple Start. Furthermore, we appreciate the detailed info and screenshot you shared here.

However, upon carefully checking, QBO Simple Start doesn't have the Sales Tax - Tax Detail Report that you're looking for since this contains detailed info on your taxes. With that in mind, we agree with what our colleague above stated that it is best to upgrade your subscription to Plus, Essential, or Advanced, where you can customise the report.

Check this link for more info: Available pricing plans.

After that, we can run the Sales Tax - Tax Detail Report. You can read this article for detailed steps: Run reports in QuickBooks Online.

Furthermore, feel free to read these articles to help you manage your taxes in the future:

We appreciate you for utilizing QBO as your medium to help you in managing finances. We'll ensure to answer your queries as soon as possible. Keep safe, and have a good day.

View solution in original post

JoesemM · ‎August 29, 2023

Greetings and welcome to the Community space, @Anonymous31. I express my gratitude for the screenshot you have provided. It would be my pleasure to provide you with the report that shows the taxable amount and tax amount within QuickBooks Online.

Running financial reports gives you snapshots of different areas of your business. However, some reports are unavailable with your QuickBooks Online Simple Start version. To know what are available reports included in your subscription, click this article: Reports included in your QuickBooks Online subscription.

In your case, running the Transaction List by Vendor report will display the Taxable Amount and Tax Amount in your report. You'll have to click the Customise button and the Rows/Columns section. Let me show you how:

Go to the Reports menu, then enter/select Transaction List by Vendor.
Change the Report period if necessary.
Click the Customise button.
Proceed to the Rows/Columns section and click the box beside Tax Amount and Taxable Amount.
Press Run report.

This will display the transactions you've entered in QuickBooks and varies depending on the subscription you're using. There might be entries that will not show in the report. To learn more about customising report, see this article: Customise reports in QuickBooks Online.

In case you want to upgrade your current service. All you need to do is click the Upgrade button in the Billing & Subscription tab. Check out the available pricing plans to see which subscription level is right for you.

See the following links to learn more about managing your subscription in QuickBooks Online:

If you have any other concerns regarding pulling up reports or any other matter, please don't hesitate to leave a comment below. I am always here to assist you. Have a wonderful day!

Anonymous31 · ‎August 29, 2023

hello @JoesemM , I edited my discussion/ question in order to clarify things. Sorry for lacking words or lacking information that greatly affects the overall discussion due to me not being good in English. However, thank you for the links and information that still helpful for me.

MirriamM · ‎August 29, 2023

Hello there, Anonymous31.

I want to ensure you get the help you need and that this gets resolved.

To be sure, I'd like to verify if there's anything else you need help with. Any extra information is much appreciated.

We're looking forward to hearing from you. Have a great day!

Anonymous31 · ‎August 30, 2023

@MirriamM good day. To summarize my problem, is there any way to include the TOTAL AMOUNT (amount with TAX INCLUDED) at the bottom (OVERALL TOTAL) of the report? please see my attached photos and reread my discussion/post if necessary since I edited it. Thank you so much.

Bryan_M · ‎August 30, 2023