New and improved Sales Tax with multiple tax items and better reporting

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Multiple Sales Tax Items

Sales tax got a makeover! We’re happy to announce we’re releasing a robust yet easier to use new way of working with sales tax in QuickBooks Online. Now you can:

  • Track and report multiple sales tax items (yay!)
  • Set up one rate that has multiple components
  • Manage all of your tax rates  and liabilities in our new Sales Tax Center.

You’ll see the new Sales Tax Center in our latest release. Go ahead and start setting up new rates in the center. Then on November 1,  start using the new rates on sales transactions (invoices and sales receipts). We chose the first of the month as the cut over date so that migration from the old sales tax to the new sales tax is easier and neater.

Setting up rates

Here’s an example of setting up multiple rates in California for two different counties:

  • San Mateo County
  • Santa Clara County

Because they have different rates, we set them up each as single tax rates, even though both are paid to the state of California and share the same agency name (California Board of Equalization).

Here’s an example of setting up a combined (group) rate for Tucson, Arizona. Sales tax in Tucson goes out to two different agencies, each with different rates. In this case, we’ve set them up as components of a combined rate. Sales tax appears as one charge to customers on invoices or sales receipts, but the Sales Tax Center breaks down that charge into components so you pay the right amount to the right agency.

How complicated the sales tax in your state is determines how you need to set up sales tax rates for your company. Consult your accountant if you have questions.

Using the new tax rates

Once you set up your new rates, you can use them on any sales transaction. When you use a rate for a customer, that rate is “sticky” for the customer. Let’s say you use the San Mateo County rate on an invoice for John Martin. The next invoice you create for John Martin automatically defaults to the San Mateo County tax rate. (You can easily choose a different rate, if you need to.)

The Tax dropdown lets you select different rates.

Note that there is no longer ONE default rate. You’ll need to apply a rate for each customer when you create a sales transaction.  After that, the rate stays “sticky” for the customer. Let us know what you think of this—do you like having a rate associated with each customer? Or do you prefer a generic default rate? Click the Feedback button in the Sales Tax Center to give us your thoughts.

Recording tax payments in the Sales Tax Center

The new Sales Tax Center is the hub for all your sales tax activities. You can see how much you owe each agency and what you’ve previously paid.  You can find the Sales Tax Center under the Company menu.

It’s also the place for recording payments against the liability account, once you start using your new rates. Simply select the row for the agency you want to pay and click Record Tax Payment. You have the option to change the amount or make adjustments, which is useful if you have a discount for paying early or a penalty for paying late.

Note:  You’ll need to pay old sales tax (tax charged before November 1) using your prior method.

Much improved reporting

We think you’ll love our new Sales Tax Liability Report. It breaks down the taxable amount and the tax collected by agency and rate.

Tips and tricks

Here are a few pointers to help make the switch to using the new sales tax easier.

  • If you were previously using sales tax in your company, rename the Tax Rate Agency as your primary agency. That is, rename Original Sales Tax Agency to something more descriptive, like CA Board of Equalization. Then use that agency name going forward.
  • To make a customer taxable, simply select a tax rate for that customer on an invoice or sales receipt. Going forward that same tax rate will automatically be used.
  • Note that if you had a default tax rate of 8%, QuickBooks Online creates a new rate for you in the drop down using that percentage .
  • If you have recurring transactions, you’ll need to edit each of them and select a new rate. After you do that, all transactions going forward use the new sales tax.
  • In the Sales Tax Center, you can choose to show amounts owed in various ways: cash vs. accrual method, monthly vs. quarterly, various start dates, and so on. For example, New York State reporting doesn’t follow calendar quarters; you can adjust the Sales Tax Owed table to start with the month of February.

What happens to existing transactions using old sales tax?

Nothing happens to your existing transactions. You probably have prior transactions saved using the old sales tax. When you open them, they show as they did before, with the older sales tax box. If you edit these transactions, you have the option of using the new sales tax rates in them or leaving the old sales tax as is.

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77 Comments on “New and improved Sales Tax with multiple tax items and better reporting”

  1. Thank you for finally doing this! Also, you asked if we want a rated associated with each customer and YES, that would be great. There should be a way to set that when inputing their information for the first time. Also can you please add spell check and would love to be able to copy more than one line item at a time.

    Thank you

  2. Olivia Mazal Says:

    I love that you guys at Intuit listen to feedback from users! I’m so excited to start using the new sales tax rates. Now the only feature missing is a sales tax code, I need to report wholesale vs. retail sales tax codes. Can you add this.

    Certified QuickBooks ProAdvisor

  3. Lenard Says:

    I also Iove the fact you guys are listing to feedback from users! I’m so excited to start using the new sales tax rates. Now for a sales tax code, I need to report wholesale vs. retail sales tax codes. Can you add this & how soon

  4. Lucretia Yager Says:

    When running the report, can you allow us to customize it where it will list the customer and the total sales tax amount instead of just a running list of the taxed items? I need to see Customer and amount of payment received by that customer plus the amount of tax paid, or the amount that is taxable. Currently, I have to customize the Sales Transaction List to get the total sales and taxes paid for the month.

  5. Laura Hudson Says:

    Where do I find a sales tax report that shows total sales, taxable sales and tax amount. So far, I have had no luck finding a single report to give me everything that I need.

  6. Beverly E. Watley Says:

    When I started using the GoPayment Card Reader, I thought I saw that we can get authorization forms for customers to opt. to pay by credit card under the Help Section at the top of my company home page. It said to go to the help section and search EChecks in order to get that form. Well I tried and it gave an error saying I was denied access. How do I get that form for my customer to sign so that I can get paid on the go with GoPayment reader? I’d apprecitate any feedback as to how to do this.


  7. Denise Johnsonbaugh Says:

    AWESOME!!! I can’t wait to start using the new tax center. THANK YOU for listening to our issues and coming up with a solution!

  8. carrie Says:

    the multiple sales tax rates feature is definitely a step in the right direction but everyone that pays these taxes HAS to have a TOTAL of receipts to go with the tax amount…. help us out FULLY and create a tax report with total sales, total taxable amount and total tax! thank you !!!

    • Lucretia Yager Says:

      I agree with Carrie. What you are giving us is a start, but not enough to acquire accurate sales tax numbers.

      • qbojen Says:

        The Sales Tax Liability Report shows the breakdown by agency of Taxable Sales and Tax Amount. The Sales Tax Center shows Gross Sales. Is the Gross Sales number the one you also want to see on the Sales Tax Liability Report?

        • Lucretia Yager Says:

          Yes, I do need gross sales. I also need the list to be by customer name and invoice amount – NOT just the total of the sale and the item sold. I need the invoice total, total payments received per month, and then the tax-exempt amount (which includes non-taxable sales and out-of-state sales. I can check the tax or non-tax box without a problem. But, if a customer is non-taxable. Where is the box for that? What I would prefer, is for the list to have the customer name and the total amount for payments received that month (gross sales) and then another column for the exempt sales (non-taxable items) for the month – 3 columns. Thank you for listening.

        • Harold Says:

          To file my sales tax, I need:
          Total Gross Sales
          Total Non-Taxable Services (some labor is taxable, some is not)
          Total Sales to Tax-Exempt Schools
          Total Sales to Tax-Exempt Religious Institutions
          Total Sales to Tax-Exempt Retailers
          Total Sales to Tax-Exempt Manufacturers
          Total Sales to Tax-Exempt Out of State Sales

          So what’s so great, and easy and improved about the new report? It tells me nothing of what I need.

          I also file this and pay this online. The new tax payment center is going to make this a nightmare to match with my downloaded bank transaction

  9. This is a huge step in the right direction and thank you for listening. I hope in the future some of the reporting features that are in the desktop version are available–they make sales tax reporting so easy! Like Carrie and Lucretia mentioned, a report showing total sales, then nontaxable sales, and at some point if we could get the details on the nontaxable items such as labor, food, etc. I’m having to run a sales by item list now if the client doesn’t have the GL set up to identify those sales by account.

  10. Harold Says:

    What happened to the “This Customer is Taxable” check box on Invoices/Estimates/Sales Receipts? I have customers that are tax exempt.

  11. FT Says:

    I am also missing the “This Customer is Taxable” box and previously appears on the invoices.

  12. qbojen Says:

    You can make a customer taxable simply by selecting a tax to be used for that customer. For example, if I have a new customer Joe Customer, I enter in my items and pick the right tax (say Santa Clara County at 8.25%) for Joe Customer. The next time I create an invoice or sales receipt for Joe Customer that same tax (Santa Clara County at 8.25%) will automatically be pre-populated on the invoice.

  13. MNM Says:

    If you need to see which customers were non tax-able/taxable before the feature was added run your customer contact list report and add the taxable column…. Reports > Report List> Lists > Customer Contact List > Customize > Change Columns > Add Taxable

    • Harold Says:

      I need to be able to track and report Total Gross Sales, deductions for non-taxable labor (for an otherwise taxable customer) deductions for tax exempt-educational institution, deduction for tax exempt-manufacturer, tax exempt-other retailer, tax exempt-out of state sales. Not sure how I’m gonna do this.

  14. Joe G Says:

    When generating statements that contain invoice detail, the line with tax used to look like:

    Now when I generate a statement the line looks like:

    Why is it no longer being identified as tax on a statement showing invoice detail?

  15. Jan G Says:

    While I can see that this will be helpful for those that need it, for the rest of us, it’s a pain in the butt. We already have everything set up, but now must be diligent and do it all again. I have clients that may work with us once a year. So I have to remember to look and act on this issue that use to be automatic. And the fact that it isn’t noted when a tax exempt clients comes up makes it even more difficult. SO for every invoice issued from not unitl?????? we have to double check invoices and refer to a list to see who is tax exempt?
    Why not let the system continue as it has, and let those that need the new program be the ones that have to do the programming. You’ve created a lot of work for our company and we get no benefit. Plus, the potential for tax error is now huge for us.

    • Amen to what you just said and it is even worse for those of us who had to set up our delivery tickets and invoices under a QBO partner company because QBO invoices had no way of showing backorders. Now I have to check the sales tax on my invoices in both the partner site and in QBO. This is a royal pain in the *ss.

      • Charlene Has Says:

        Yes I have all our taxes set up here in Canada and this has completely messed me up. I am going to have to figure out which accounts link to the tax reports. Please publish that information. My sales account doesn’t seem to link up to the new sales account. I need some help here as I am not even a bookkeeper.

    • BUD Says:

      Amen, Jan G said it all and I am with her…..this change is a pain!

    • Jenna H. Says:

      I agree with Jan’s opinion on this. For those of us that don’t need this feature it creates a much greater potential for making errors.

    • I second Jan G’s Complaint!

  16. cliff K Says:

    Assigning sales tax rates to the BILL-TO customer is wrong.
    The Sales Tax rates should be assigned to the SHIP-TO customer.
    This is basic universal knowledge, that Intuit has somehow ignored.

    Does Intuit intend to fix/modify the sales tax program so we can correctly assign the default sales tax rates to the Customer SHIP-To address(es)?

    • qbojen Says:

      We don’t assign the customer tax rates to either bill-to or ship-to. The customer tax rate is applied to the customer. Please contact support if you have questions about this. thanks.

  17. bailsismee Says:

    Ugh. You just broke sales tax for me and my company. How could you possibly put a change in and remove functionality at the same time? Our services are taxed at a % rate per our state sales tax regulations. You can’t calculate that for us, so previously we would have to modify the sales tax ourselves on the bottom of the invoice. You’ve removed the ability to update manually the sales tax amount. Now our invoices look so confusing to a customer. We have to add separate lines and use a calculator to determine 80% and 20% of a service cost. What a mess!! Please fix this and add back that simple ability to update that amount!

    • Fredrik Says:

      I enter four receipts per month with the total for each of our revenue centers (since there is no integration between our POS system and QBO). Because of combinatorial effects (I have four different compound tax rates because some customers are excempt for some taxes but not others and some items are excempt for some taxes but not others. Anyway, you’re now forcing me to create and enter 16 receipts instead of 4. Also, how do you capture the small business credit that I get when I pay the tax? I understand what you want to do, but I wish you would, at least, have left us with the manual tax entry option!

  18. Brad Stokes Says:

    BOY YOU GUYS REALLY SCREWED UP! In your sales tax “upgrade” you effectively DELETED the sales tax status of my entire client list! Not only can I not tell who is taxable and who isn’t (other than printing a report) – I have no way of changing them back!

    After talking to one of your customer service reps, I can’t set a clients tax status until the next time I invoice them ARE YOU KIDDING ME??? I set the tax status when I set up the client, not when I’m invoicing them. My invoicing person doesn’t know if they are taxable or not.


    First rule: DO NO HARM! The new capabilities may be great, but what moron thought it was a good idea to delete the previous method??? And finally, the puny notice I got hardly let me know the catastrophe that just happened here.

    I have been with QBO for over 2 years. I haven’t always liked everything, but NEVER have you made such a colossal blunder as this.

    You guys messed with my data. That is unforgivable.

    • Hi Brad,

      I understand your concerns and apologize for the frustration. We have definitely heard your issues and agree. All of your data is still there and we will be pushing out fixes very soon. There should be a formal update on the blog soon with more details.

      • Audiobrad59 Says:

        Glad to hear. Any estimate on time-frame? Days? Weeks? It affects how I do bookkeeping in the short-term.

  19. Dustan Says:

    Do the developers have access to or ever seen quickbooks pro? Seriously, they need to spend some time using quickbooks pro, and make quickbooks online work like quickbooks pro. The sales tax thing is a joke. So if someone screws up on a rate as they are entering it, it cant be fixed.. you have to deactivate it and give it a new name. When my state changes its tax rates, I have to create a new name for the new rate.. How stupid is this?!?!?

    Someone should be fired for even releasing this “update”!


  20. Donna Says:

    I don’t like the new sales tax feature. I have one sales tax in one state and I have to keep choosing sales tax. Can it default to at least one for those of us who only have one?

  21. Sean Says:

    I would also like a default rate – I have already had a couple of employees ring someone up with no tax because the tax rate does not at least default to something.

  22. Judy Irvine Says:

    I do not like any of the new sales tax features. It completely destroyed my ability to use Quick books to calculate sales tax. I can’t even indicate whether a customer is tax exempt or taxable. Also all of the previous months tax data are gone. Really people couldn’t you have kept the old tax features at the same time you implemented the new features? What had been a fairly quick calculation on sales tax has now become very time consuming.

  23. Harold Says:

    Has anyone on the development team ever filed a state sales tax report? I doubt it. If they had, they would have provided reports that actually give the information needed.

  24. Lucretia Yager Says:

    So well said, Harold. If they had filed sales tax, none of us would have to tell them what it needed to do it correctly. This is so frustrating.

  25. Audiobrad59 Says:

    This is the biggest blunder I’ve seen QBO make. Please use your Feedback button to let your complaint be heard AND call support. This should be QBO’s top priority right now. Unfortunately, QBO doesn’t acknowledge problems until after they’re fixed. They are not open and transparent about these things. Very frustrating.

    • Hi Audiobrad59,

      We appreciate the great feedback and are working quickly to implement changes around the feedback we have gotten. There should be a formal update on the blog soon with more details, but rest assured we hear you and have already made changes to the product to address the concerns.

      • Audiobrad59 Says:

        Standing by…

      • Dustan Says:


        I am assuming you are an employee of qbo at some capacity. As such, there are a few questions that I and probably a few others would like to know the answers to. I was looking forward to the update when I heard from tech support they were adding a sales tax feature. I assume Qbo tested this release and thought it was ready. I however never thought it would be as incomplete as it is. Prior to the release, did qbo actually let anyone who pays sales tax try it out or were we the first string of guinea pigs? When I talked to tech support they said they have been using it for a while to test it out. When I asked the Representative if he has ever filled out a Sales Tax Remittance form for the state, he said no… So basically you have people testing this product that do not know what is needed to make the “rubber meet the road” is what I can figure. I myself would have been happy to try it out and would have found a few short comings immediately. I even offered prior to the release as it came up in a conversation with a representative when I found out that there was no sales tax center after my conversion to qbo. Nobody contacted me to take me up on my offer that I had submitted to the feedback form as well as to the representative.

        I understand that there are many scenarios of how people track and calculate sales tax but truly feel like thorough testing was not done for the many different types and ways that sales tax can be tracked and calculated. It would be nice to know that qbo does care about its customers and formally acknowledge this release and how it has inconvenienced us with countless hours of additional accounting to fix things on our end. I know that I will have to spend more time as well as pay an employee for additional hours than what I would have had to before.

        I do appreciate someone acknowledging that there are people here in a bind because of qbo’s decisions. But would like some more concrete answers as to when the fix will be. You say soon, but what is soon? This week, next week, next month? Please let us know.

        • Audiobrad59 Says:

          I agree with Dustan. Beginning with his final point – QBO should stand up and acknowledge this error and apologize to those of us affected. We’ve lost time and money. But more importantly, we’ve lost trust. As I have said in many different forums, this is beyond a “goof” or “oversight”, it is a thoroughly irresponsible release of an untested update for a mission-critical piece of software. Intuit needs to take a long, hard look in the mirror and decide if they really are up to the task of cloud accounting. I’m not a vindictive person, but someone should be fired for approving this release.

        • Hi Dustan,

          I am an engineer on QBO, but I didn’t work on the sales tax project. I understand your frustration and admit that we simply missed on some things that should have been there from the beginning. With every feature that goes out we go through vigorous testing. Sales tax was beta tested for some time with a small set of customers and somehow we simply did not get feedback on some of the issues that have been raised. You should also know that our tech support are not the ones who do product testing, we have a large group of quality engineers that handle the testing of our new features.

          With that being said, we can only move forward from here. I couldn’t give you more information previously because I simply didn’t have it yet, but as you have seen we have posted a new blog ( with updates that will be going out in the next day. We are committed to giving you great features and making a great accounting product, but sometimes mistakes are made. The feedback widget in the product, the community, and the blog give us the ability to recognize issues quickly and take appropriate action.

          I hope the new fixes help address some of your main concerns. As we continue to gather more feedback we will ensure those fixes go into our next release. If you have more concerns that you would like to share with the team please feel free to send me an email at with your contact information and I will make sure to get you in touch with someone on the team. I personally apologize for the issues this has caused you and others and want you to know we are committed to getting this right as quickly as possible.

  26. Joey Says:

    Our company uses QB desktop.

    This fiasco with sales tax is exactly why I would never ever use QB online.

    Intuit always releases buggy updates/upgrades. They never ever get it right the first time.

    With Online, you are stuck with the bugs and poor implementation on day one.

    With the desktop version, I can avoid the bugs and headaches by delaying the upgrade until Intuit finally gets it right (usually by Release 4).

  27. Jenny Says:

    I do not like the Change at all. I would like an option to have only one tax rate and apply it automatically unless they are specified as tax exempt.

  28. Judy W Says:

    1. Loosing the check box for “non-taxable” status in the customer center is causing a lot of extra work for us. I printed a list as suggested elsewhere, but it is time consuming to have to look up the client status for every invoice the first time through. Also, I am concerned that the list generated may not be accurate. We seem to have lost the customer tax#’s previously entered.


    Please add a field in the customer center to set-up their own sales tax default code. My employee doing the invoicing does not know what the customer tax rate is.

    3, There needs to be a default tax rate.

    Thanks for listening to the need for change. I am amazed that this was released with such obvious deficiencies.

    • Audiobrad59 Says:

      I agree 100% Judy – I am stunned by this. This may be the biggest software update goof I have ever seen for a professional application. It does not inspire confidence. We are trusting our accounting data to Intuit’s cloud – they should treat it with much greater care. It makes me nervous about trusting QBO with our data.

    • Hi Judy,

      We agree and are working on implementing all of those requests. There should be a formal update on the blog soon with more details.

  29. Cathy Bonser Says:

    I miss the ability to input the exact tax amount. We use sales forms to record a total of taxable sales from a store for a period of time, as shown on QuickBooks Point of Sale Z-out reports. Because of round-off, the sales tax we collect may not exactly be the correct percentage of the total of taxable goods sold, and usually varies by a few cents. There appears to be no way for me to record this amount any more, since QB Online inserts an absolute value based on the tax percentage of the total of taxable sales. This has the potential of causing me hours of extra accounting time for our multiple-store transactions. Is there a way to avoid using the absolute tax amount on a sales form?

    • Dustan Says:

      We had a similar issue because sales tax was calculated in the field with a calculator and then put on a hand written invoice. When we imputed the invoice into quickbooks we would end up with a rounding difference. We were able to work around this by creating an item that was called “sales tax adjustment”. Like you say it usually is a penny off so we would just put the item “sales tax adjustment” which was a non taxable item and it would just go to an account for adjustment at the end of the year but this way our invoices would match with quickbooks and the Revenue Dept was happy. Hope that helps and as much as I think quickbooks screwed up with their release I think you may run into the rounding issue with most accounting programs so hopefully that is a easy work around.



  30. Being that I only have a single tax rate I charge why doesn’t each invoice automatically default to that tax rate for my taxable customers? This “improvement” has now just created an extra step which took me a few days to nitice. I’ve already lost money by quoting customers the before tax price and having to just eat that cost myself. I completely understand the need for multiple tax rates, that’s fine, but those of us who do not need it should never have had to change the way we generate estimates and invoices.

  31. qbojen Says:

    We’re listening to your feedback and making changes. Please see updated information about upcoming sales tax changes in the most recent blog post – Sales Tax Update 11.8.12.

  32. JennA Says:

    Any thoughts on allowing updates to established tax rates? You wouldn’t want it to revise posted invoices but moving forward it would be great to be able to edit the rate rather than delete it & add a new one just to change the rate. If not, please advise how deleting a rate only to add a new rate using the same name but different % would affect customers that have the deleted rate on file.

  33. rproctor81 Says:

    Bad timing throwing this into the mix, given that the sales tax year ends December 31st. Not only did I not notice at first that the default was to not charge sales tax at all, but now I have two separate reports for the same thing: tax I will owe to the state at the end of the year. Luckily I am a small company, or that would be even more of a hassle.

  34. Rose Erisman Says:

    What about tracking exempt sales related to items that are not sales taxable but are still required to be reported to the state? Can anyone help with this?

  35. SallyW Says:

    I am still waiting for a Use Tax update. We are a web development business that purchases many software subscriptions and other taxable items. Since these are not taxed by the vendor, our state requires us to pay a Use Tax Quarterly. Each month we are forced to review hundreds of transactions and manually to pull out the taxable purchases. In the desktop version of Quickbooks, you were able to tag a vendor as taxable and then create a quarterly report. So we could create a Sales Tax Report and a Use Tax Report. We pay both. Have you had any feedback from others on this. I can’t believe that Pennsylvania is the only state that collects a use tax.

    • Michael Quinlan Says:

      NJ also collects a use tax. I’d be shocked if there were a state that collected sales tax but not use tax. I’m a new QuickBooks Online user, but to me this is a glaring issue. Internet searches indicate that Intuit has been aware of the issue for years, but apparently they have no interest in addressing it, or they just don’t know how.

  36. Costel Says:

    This may sound like a dumb question… but I didn’t seem to find my answer.. or maybe it’s an old feature.

    Does quickbooks support paying directly through quickbooks? If it tallied what I owe, and just pay through quickbooks instead of going on the state’s website?

  37. Laura Hudson Says:

    For last month, my sales tax was accrued in a different GL than it has been accrued in for the rest of the year. Is there a way to use my existing GL so that I don’t have this change for the last 2 months of the year?

  38. Judy Irvine Says:

    We are changing from a single tax to a combined tax. I’ve added the new combined tax but it is not appearing on the invoices. We now have to apply a medical excise tax to all sales and in certain cases also the state sales tax. I’ve picked the single medical excise tax as the default. On all the invoices only the default tax shows and the other tax does not appear as an option. Help.

  39. Paul Holdredge Says:

    In experimenting with combined vs single tax, I’ve found that they calculate differently within QBO, even though the rates total the same.

    i.e. Single Rate = 7%, Combined is: State = 4.75% and County = 2.25% (Both equal 7%)

    On an invoice of $90, the single rate returns 6.30, but using the “Combined” returns 6.31. Only a penny, but the invoice now has a balance of .01. Why is there a difference in these two calculations?

  40. Seraph Says:

    I got a question. Is it possible to reduce the amount of withholding on a monthly or semi-monthly fixed salary given that, at year-end, there will be tax deduction on property taxes and mortgage interest. I’m talking about a gross yearly salary of 43,000? Thanks a lot!

  41. Judy Irvine Says:

    I have a question regarding applying two taxes on one invoice. I have a state sales tax that applies to everything related to the sale including shipping & handling and then I have a medical excise tax that only applies to the specific item not the shipping or handling. How can that be done on one invoice? Is it possible in QB online? Help, please.

  42. game online Says:

    Aw, this was an exceptionally nice post. Spending some
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  43. Jim Waligora Says:

    I have an invoice that shows TAXABLE SUBTOTAL of $922.00 but the SALES TAX LIABILITY REPORT only shows $122.00 carried to report. What are possible solutions?

  44. Frank Says:

    How do I do a credit for Sales Tax Only after an invoice has a deposit applied to it or has already been paid? And also if it was in a previous month which I have already paid the tax to the state?

  45. Help! We do business all over northern CA, and resale, out of state, USGov, CA Farm, labor only etc. Our quarterly filing is complicated and must balance. I just pulled the quarterly sales tax report and the “taxable sales” total on the page is $22K different than the total from the report. The lower number is much more in line with the PnL numbers, But I’ll enter the tax districts from the report and I’ll never balance? How can this be?

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