How to Run a Sales Tax Report in QuickBooks

When you collect sales tax from your customers you will eventually have to remit tax payments to the sales tax agencies you collect for. The frequency of your payments depends on the requirements and laws of your local agencies. To review sales tax liabilities for a range of dates, you can generate the Sales Revenue Summary report or the Sales Tax Liability report. You can run the sales tax reports in a few easy steps.

This feature works the same in versions 2011–2016 of QuickBooks.
  1. On the Home page, in the Vendors section, click Manage Sales Tax.
    Manage Sales Tax

  2. In the Manage Sales Tax dialog box, click Sales Tax Liability or Sales Tax Revenue Summary.
    Manage Sales Tax Dialog Box

  3. Use the Dates fields to choose the dates for which to include sales tax data on the report.
    Sales Tax Liability Report
    Sales Tax Revenue Summary

  4. Review the information on-screen or print the report.
Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.

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