Sales tax report

[Merri]

To close our books for the year, we need to get a monthly sales tax report from invoices. A lady came in but was only able to show us how to modify so that we got the cust name, date, invoice # and sales. We have to go back to each invoice to see the tax amount, then go back to excel and type it in one invoice at a time. We then need it broken out for state & county taxes. If anyone can help speed this up, thanks so much.
Merri

[suzannemead]

You can create a report to see your sales tax liability. Go to Reports>Vendors & Payables>Sales Tax Revenue Summary and enter the dates you want. You will see each sales tax collected by totals. There is also a Sales Tax Liability Report. Go to Reports>Vendors & Payables>Sales Tax Liability. You can also go to the Sales Tax Payable account in your chart of accounts and do a Quick Report. Enter the dates you want to see.

[Joe Williams]

You can also use the Sales by item detail report. On the Details tab, check "Source name" in the "Columns to display" and filter it for Items=All Sales Tax. This will give a listing of all sales tax items, the invoice number, their amount, who the invoice was for.

[Merri]

Thank you both so much. I will try on Monday and let you know how it worked out.