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.
Note: The instructions below provide a simple 6 step process to create the report using XR. In contrast, trying to create the report without XR can be a little complicated. Even Chuck Vigeant who has been the QuickBooks QODBC reports guru for years says, "For those who are frightened or overwhelmed by the prospect of learning something technical, I understand why you might shy away from tables, relationships, data, etc. The learning curve can be steep and can take time away from billable hours; believe me I get it. The Excel Pivot Table feature also takes time to learn and, yes, it can be tricky." (See his articles: Sales/Tax by shipping state in Excel - The power of pivot tables, Part 1 and Part 2). QuickStart Option: Download the memorized report template for the Sales Tax Summary Report to serve as a starting point for your modifications using the instructions for importing report templates. Step 1: It is recommended that the detail report be created first for ease of seeing what is included in each number.
 Step 2: There are several columns that will need to be added. This can be done on the detail report as described above for ease of review, or it can be done directly on the summary report. We will do it to the detail report first in this example.
Modify Report and on the Display Tab, place a check mark to add "Sales Tax Code" and "Item Sales Tax
 Step 3: Add the Computed Column for Taxable and Non-Taxable sales amounts.
 Step 5: On the Summary report, click and drag the Non-Taxable amd Item Sales Tax Amount next to Taxable for the columns.
 Step 6: Memorize the report!
 Optional: Consider adding the ship to state, ship to city (both of these are available from the actual sales transaction) or the sales tax vendor, depending on the report you would like to create. |
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Sales Tax Summary Report |
