Problem: There are many different ways to get sales reports in QuickBooks: invoice total reports are available when filtering for Accounts Receivable; and sales tax reports are available for sales and sales tax in summary, but not at the invoice level. Solution: In XpandedReports you have extreme flexibility depending on the data you wish to view. Below is a simple example to create a sales and sales tax report. QuickStart Option: Download
the memorized report template for the Sales Tax Detail Report to serve as a starting point for your
modifications using the instructions for importing report templates.
Step 1: Start with the sales by item detail report and on the modify report screen, choose the item sales tax amount. At this time you can also include any other information that will be helpful for you for analysis purposes, for example, the ship to address, sales tax code, sales tax item, etc. You can also remove any information you do not wish to see such as item type, transaction type, item primary and item sub, etc.
 Step 2: Right click on any report heading and choose “Reset to Default.”  Step 3: Right click on the “Num” column and choose “Group this Column.”  Step 4: Right click on the “Num” column and choose “Add/Remove Subtotals” and “Automatic.”  Step 5: Add a calculated column for the total sales amount by item.  Step 6: Rearrange the order of the columns, highlight totals, change the report name, or do any other format type changes as desired to arrive at the finished report.  Step 7: Don’t forget to memorize! |
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Sales Tax Detail Report |