AboutLinda Saltz, CPA, QBalance.com Expertise QuickBooks best practices, troubleshooting, accounting, tax
We have over 70 pages of website content about QuickBooks tips,
running a business, tax and business startup at http://www.qbalance.com
Experience Accountant and CPA over 20 years. Specializing in accounting software for over 12 years, Certified QuickBooks Pro Advisor, QuickBooks seminar instructor since 1997.
Producer of www.QBalance.com over 100 pages devoted to QuickBooks help and support
and training for small business owners in tax and accounting issues.
Question QUESTION: Is there a way to produce a report for the State Taxation agency of all sales made within a specific state using Quickbooks 2001? The sales tax agency wants a copy of all invoices we produced for a specific State even if we did not charge sales tax (exempt).
ANSWER:
Go to reports > sales reports > sales by customer detail
Now you need to modify ( version 2001 had different buttons on the
report bar so you may need to click to find the "filter"
It will be under a button called "customize" or "filter" or "modify"
Then click on the filter tab and then scroll through the filter list to find "name state". Click on Name state, then type the abbreviation for the state that you would like the report on.
Change the date range of the report to include the period required by the state.
Zoom in on a few invoices to make sure that the report just sales and not items such as customer deposits. You can filter this report to include only items that are sales related.
Hope this helps,
Linda Saltz, CPA
Advanced Certified QuickBooks Advisor
www.qbalance.com
We sell QuickBooks software and supplies at a discount.
---------- FOLLOW-UP ----------
QUESTION: I can not make this work and I am wondering if it is the version (age) of the product. I go to Reports->Sales Reports->Customer Detail and click on the filter tab. On the filter tab, there is a drop down and then another drop down. The second drop down presents otions based on the selection in the first. There is no 'Name State" option.
If I select 'name' in the first frop down, the second gives me options for customers, vendors, etc.
In fact,, the first dropdown does not seem to present ANY option that shows 'State', but we know QB knows the state since it applies sales tax.
Answer Hi David,
It could be that your version does not include this option.
Try creating the report another way
Reports menu > Custom transaction detail report
In the filter tab, scroll down to find "name state"
then type the abbreviation for the name of the state
Next click on the filter for transaction type
In the drop down box, scroll to the very top and choose the
option to select more than one (I dont remember what it is
labeled in your version)
Next place a checkmark next to Invoice, Credit Memo & Sales Receipt
and Journal.
and click OK
On the top of the report, change the date range
This will give you a report for sales in Just One state.
You will need to repeat this report for each state you sell in
if the sales tax agency needs this information.
