I am sure there is a way to do this, but I just can't find it. It is time to report my sales tax and I would like to see how much sales tax I have collected through shootq. How do I do this?
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19 comments
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Click on the main "business" tab and then click the "billing" tab (in the top row of tabs). You'll see an income overview box in the lower right and you can request 3rd quarter sales tax info. Good luck.
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The problem with this is that it reports the gross receipts for the quarter and the tax collected for the quarter, but because the sales tax for the client's total amount due is applied to the final payment those numbers aren't very helpful if you have to file quarterly. :-/
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Thanks! That did help. I had to add up the tax amounts, which I think could made easier. Even better, ShootQ could just pay the tax for me. ha! :)
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Darren: That's why I have tax applied to each payment and not just on the final payment. Makes things easier to track.
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Is this option gone? I am so confused. Generating a sales tax report used to be easy with ShootQ. I see no "sales tax report" tab anywhere. Also, when I send a proposal to a client, I have "Include Tax: proportionally on each payment" selected, and yet, it seems to only collect tax on 2 of 3 invoices. No sales tax on the deposit. Weird!!
Please help! I'm so confused and anxious that I'm either paying too much or too little to the state.
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I was able to do this at the end of Q1, but now cannot find the link -- where did it go??
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The reporting under these two options are no longer working properly at all. I am having to manually go through each of the reports to see which report is correct to generate my sales tax numbers. I can send you specific reports to look at but this reporting issue needs to be fixed ASAP. We do sales Tax quarterly and there is no reason why this reporting should not be working properly. As you can tell it is very frustrating. Thank you for your prompt response.
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To be clear, it looks like the Invoices is the document you want to use to do your taxes but non of the summaries are working and deciphering which of the reports to try to use is challenging as well. The summary on the taxable is coming up as a different amount. It looks like it is skipping the last line and not calculating it in. The sales tax collected is doing the same thing. Also, once sales tax % is set on an client it can not be changed to reflect a change is sales tax rates so a couple of the orders were charged the incorrect sales tax amount. I am responsible for paying the correct increased amount which costs me additional money and makes the amount of tax that should be paid incorrect on this report as well. I hope the details are helpful in correcting this reports issues so that it is more functional in the future. Thank you.
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Also,
Tax Collected: $0.00
Taxable: $0.00
Non-Taxable: $0.00are not calculating at all.
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I'm having all the same issues as Sara. She nailed it right on the head. I pay sales tax monthly and it's a giant pain in the butt. Last year, I shorted my state $114 and got hit with a $225 fee. This year, I have already calculated that I have OVERPAID my state, leaving me with less of my hard earned money at the end of the month and needing to waiting until year-end to collect a refund. (Which requires a letter from me on why they owe me, but don't get me started on local government) Paying sales tax used to be easy and simple with ShootQ. I don't understand what happened or why.
I wrote ShootQ customer service back in February 2013 and nothing has changed. I sent over screen shots, reports and detailed emails. We need this fixed ASAP. Paying sales tax needs to be a quick and simple task. Right now, it's not and it's costing ShootQ's users time and money.
Please help us!! I'm so, so happy with ShootQ other then this issue!
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I figured I was not the only one having this issue. Hopefully these posts will get some movement on the issue. Thanks for you support Faith! I would love to see this report work and not have to do this all by hand each time as well as not know which report to pull.
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ShootQ can you please just make a simple Sales Tax report to show up in the Analytics section. All it has to show it sales tax due for a particular month, quarter or year. See screen shot for example. The way of trying to track down sales tax due is burdensome, having to click on Business reports, then exporting, etc. This really should be a simple feature request
Screen Shot 2013-10-28 at 10.31.02 PM.png -
I'm still frustrated about this issue and really keeping my fingers crossed that something changes in the future. PLEASE!!!! We're approaching year end reporting time and I'm hoping this won't be the second year in a row I get hit with a state fine due to this.
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Have you checked out last weeks release? If not be sure to take a peek, we released a new sales tax report.
http://help.shootq.com/entries/29826950-What-s-New-w-Q-March-26-2014-
Katie
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Katie, THANK YOU! Just looked at the new sales tax reporting section. This is EXACTLY what we've been needing. I'm excited. Thank you a million times over!
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Looks good gang but if I may add two things
- The reports is calculating tax based on the invoice date but I (and many others) pay taxes based on when the payment is made (Cash vs Accrual)
- Being able to run reports on the Cash basis will also help when adding old/past jobs to the system. For example I'm having my staff enter older jobs into ShootQ so that I can track referrals, etc but it's being calculated from the Booked Date so the report shows a higher tax for this month when the job was really last year
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I'm with Everado...Why does the system allow us to tell it how to calculate and collect the sales tax, but the reports don't reflect those choices? In the quarter 1 report I just ran, I have payments that look like the same tax was collected twice, and payments that look like tax was collected when it isn't actually going to be paid until December of this year. Please correct this programming to make the feature more useful for cash-based accounting!!
thank you.
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I agree Everardo and I reported this within days of the feature being added. We pay sales tax on a cash basis because weddings can and do cancel. To pay on accrual would/could result in over payment. Until the report can run on both accrual and cash basis its only half done. Right now as its stands it is totally useless for me.
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Bump for frustration! This has been a known issue since 2011 - 5 years and it hasn't been addressed :(
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