Tax detail report

AsrafSahin · ‎November 26, 2024

Good day,

When I get the "Tax Liability Report" I see the total tax on purchases correctly and matching and my calculations (5606.33).

However, when I get the "Tax Detail report" which I need in order to export to excel with all the details, one of the transactions (marked in RED) is seen in the "TAX collected on sales" section instead of being in the "Tax Reclaimable on purchases"

Any idea why this transaction in misplaced? Or how to correct it that ?

Eman_E

I know the reason why the transaction has been misplaced in your account, AsrafSahin. Let's work together to correct it, and I'll provide a detailed explanation of the issue.

You can first double-check the setup of the tax code assigned to that specific expense. Then, ensure that the box for Purchases is also checked so that the tax amount will appear under Tax Reclaimable on Purchases when you run the Tax Detail Report again. It's possible that the Sales option is enabled, which is why it shows under Tax Collected on Sales.

However, if the setup is correct, you can directly contact our support team for further assistance to determine why the expense is not appearing in the Purchases section of the Detail Report, even though the Sales Tax Liability Report is correct.

Here's how:

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For detailed steps on contacting our support team, please refer to this article: How and when can I contact QuickBooks Online support?

Furthermore, please refer to this article to view different details on how the Sales Tax Liability report in QuickBooks Online provides information on how much sales tax you owe: Check how much sales tax you owe in QuickBooks Online.

I’m always here to lend a hand if you need more assistance with handling taxes. Just add a reply below, and I'll be glad to help you find the solutions you need.

AsrafSahin

@Eman_E

Many thanks for your reply, the case was urgent and therefore I contacted your support team by chat after my post, and they were a great help!

We troubleshoot all the obvious options, including re-categorizing the transaction, manually creating the expense but the result was always the same. Finally, we suspected choosing wrong parameters when creating the 9% tax rate, it was not possible to check these. However, we tested that by creating a new fresh 9% with correct parameters (including being re-claimable on purchases) and then assigned this updated 9% to that transaction and it worked!

The problem was solved, I am sharing this feedback so it could help others if they had similar issues.

Thanks again for the good support! (special thanks to Kristine)

AlverMarkT

On behalf of our Customer Care live chat support team, you're welcome, Asraf.

We're glad here in the Community that they were able to provide the resolution you need for an accurate Tax Detail report in QuickBooks Online. I appreciate you for sharing the steps you've done with our chat support team and for confirming that it's now resolved.

Moreover, should you need to customise reports in QBO's classic and modern view, I'm adding these articles as a guide you can refer to in the future:

If you have any other QuickBooks-related concerns, feel free to post them here in the Community. We'd be glad to help you find the solutions you need.