need report for sales tax paid items

OK, I no longer need it today. I added the amounts from the report. I would have exported to a spreadsheet, but I made the mistake of including commas in many of the item names, which made CSV export difficult and I use OpenOffice calc (can't afford Excel), so CSV is the only export option available (apparently QB can only export to Excel format if Excel is on the machine).

Still need an answer for next year. Maybe there is a better way to handle items for which sales tax is paid at the time of purchase?

Thanks,

The sales tax that you are reporting is the sales tax you collected from your customers and not the sales tax you paid in error to your vendor. Use tax is paid when you use part of your inventory that is normally sold to customers for business purpose. In essense, you are the customer.

On those items that you sell to a customer as a non-taxable item, just ignore them. You paid the sales tax instead of the customer. The state has already received their sales tax from your vendor because of your sale. Don't give them any more money. ;-)

As for QB reporting you have a couple of options. You could use a unique Item for your non taxable items and run the Sales by item reports. Or post them to a Income account taxable vs non taxable accounts and run a P&L report. If your sales tax codes are setup properly then using the Sales tax reports should give you the correct amount of sales tax.

Next year?? Most states require sales tax reported monthly or quarterly.

Use tax I am still thinking about. I don't really have a tight enough reporting system for that. Anyway, the amounts will range from zero to inconsequential (inclusive).

I think that's what my accountant did last year (not sure because that page of the report is lost somewhere). But the form says "Total", so I put in "Total".

I was about to try editing all CATI to be sub-items of Group CATI. Don't know if this will help on the reports, though. I suppose I will have to test that.

And here I thought California was the state least friendly to small business. What happened was, a while back when I went in to get my license reinstated (after missing too many monthly or quarterly reports), I explained that the overhead was likely to crush my tiny company and the nice lady put me in the "fiscal year" program. I don't remember the details, but I believe it's for businesses like mine which are primarily service so they collect really tiny amounts of sales tax. Note that "fiscal year" isn't my fiscal year (unless I change it to fit theirs), it's 7/1 - 6/30.

Now that I look at it, it's the sort of deal that is so reasonable and helpful that it's hard to believe I didn't miss something. So don't take my word for it, but, "so far, so good".

Just so this isn't completely off-topic- it would be nice to have a canned report for the CA "Fiscal Year" and maybe an option to set so I don't have to adjust the date every time I do the sales taxes.

Run the report you like best and select the date range as "Last fiscal year". Memorize the report and call it "Fiscal Year Sales tax report".

While you have the time (and energy) experiment with your Items and/or G/L accounting. Make a backup of your company file before you proceed. If you don't like the results just restore the original file and start over again.