Question

Invoice payment date report showing date invoice paid and showing the sales tax amount for the invoice

Forum|Forum|7 months ago
November 18, 2025
1 reply
12 views

Good afternoon

I am trying to create a report showing the payment date of an invoice that contains sales tax.

Due to the nature of our business, we report only the collected sales tax to the state. So we need to see the invoice, invoice date, and when the invoice was paid to report the sales tax.

I have tried the Average days to pay and the Customer transaction report. I have not had success.

What I need are these fields

Invoice number Invoice date Sales tax amount invoice date paid

I will appreciate any assistance. right now, I have to go back to 2008 and come forward to discover what sales tax was missed and not paid to the state.

QuickBooks Desktop

C

Candice14

Level 8

Good evening, @penstruck.

It's great to see you back in the Community! I'd be more than happy to help you figure out a report that works best for you and your business.

With all the details you gave above, I recommend using the Sales by Customer Detail report and then customizing it. You'll need to add the "Sales Tax Amount" and "Paid Date" columns and filter to show only invoices and paid status if desired. Here's how:

Go to Reports from the top menu.
Choose Sales and then Sales by Customer Detail.
Click the Customize Report button.
In the Display tab, select the following columns by searching or scrolling:
- Invoice Date
- Sales Tax Amount
- Paid Date
- Invoice Number (this is often in the Num column)
Go to the Filters tab.
Set the Transaction Type filter to Invoice to ensure you are only seeing invoice details.
(Optional) Set the Paid Status filter to All to include both paid and unpaid invoices, or choose a different status if you only want to see specific types.
Press OK to generate the report with the columns and filters you've selected.

Let me know if these steps worked for you or if we need to dig further to find you a different route. Have a great day!

P

penstruckAuthor

The steps did not work. Following the instructions, I could not get the Paid Date to populate on the report.

Also, The QuickBooks desktop version I am using is Enterprise, and the field Sales Tax Amount suggested did not appear on the DISPLAY tab of the report.

Are there any other reports to try?

M

MichaelaS

QuickBooks Team

I appreciate you for following the instructions, Penstruck.

I understand you're looking for a report to populate the fields you need. Let me provide additional clarity and alternative solutions.

I suggest using the Average Days to Pay Report. It includes the invoice date, paid date, and invoice number. You can then customize it further to show the columns you'd like to include. Here's how:

1. Navigate to the Reports menu.
2. Select Customer & Receivables.
3. Choose Average Days to Pay and click Customize Report, then Filter tab to include the fields you need.

While the Sales Tax Amount field isn’t available in any reports, the closest option to view transactions involving sales tax is the Sales Tax Liability Report. This report provides details such as total taxable amounts, non-taxable amounts, and sales tax owed. You can click on these totals to view individual transactions and cross-reference them with the Average Days to Pay report.

Here's how to run this report:

1. Go to the Reports menu.
2. Click Vendors & Payables and select Sales Tax Liability.
3. Filter the report for the date range and customize columns if needed.

Alternatively, export the Average Days to Pay report to Excel and add a column for Sales Tax Amount. Manually enter the values by cross-referencing them with the Sales Tax Liability report or from each invoice.

Please leave us a response if you have other questions or concerns.

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