Story on Sales Tax Reports in QuickBooks 2009 Continues.      See Web version.
QuickBooks ProAdvisor Critical Alert

Dear Susan Bradley,

Today Intuit will be notifying customers using QuickBooks® 2009 [1] about our progress in resolving potential issues with the sales tax reports, issues introduced in QuickBooks 2009 R9. We recommend all users read the Alert as posted on the Intuit site:

Important Information Concerning Sales Tax Reporting in QuickBooks 2009 Release 10

Following we identify issues of most importance to QuickBooks ProAdvisors.


R10: Fixes Sales Tax Liability Report

Practitioners typically use the Sales Tax Liability Report as the primary means of reporting to sales tax authorities and identifying the tax owed. That report is fixed in R10. [2]

Because the Sales Tax Liability Report is crucial to sales tax reporting, Intuit has moved R10 to the Automatic Update stage. With R10, practitioners will be able to move forward with generating reports for sales tax reporting and compliance with sales tax authorities.

R11 (Coming): Will Fix Sales Tax Revenue Summary Report

Because R10 does not fix the Sales Tax Revenue Summary Report, Intuit is preparing R11 now.

R11 will be out as soon as possible. R11 will fix both sales tax reports.

Sign Up for Notice When R11 Is Ready

While Intuit cannot guarantee that R11 will be out by a specific date, we want you or clients to have the chance to be informed just as soon as it is ready.

Sign up for notification here.


Intuit Posts Resources for Sales Tax Reporting

Some ProAdvisors or their clients are in the middle of sales tax reporting now. Intuit has posted updated recommendations on how to proceed in such cases, as contained in the Alert link at the top of this notice, and duplicated following:

Important Information Concerning Sales Tax Reporting in QuickBooks 2009 Release 10


Sales Tax Reports Unaffected in QuickBooks 2009 R8 or Earlier

In some cases you or your clients may not have updated yet to R9 or R10 from earlier releases of QuickBooks 2009. In these instances there will be no sales tax issues.

However, There Are Good Reasons to Update

Intuit recommends that all users update to the latest release because each release addresses specific issues and further improves functionality and performance.

FROM QUICKBOOKS 2009 R8 to R9 or R10

From R8 (or Earlier) to R9 or R10 Requires Special Care

As identified in earlier Alerts, [3] 2009 R9 addresses many issues and also leverages an existing upgrade of the QuickBooks Database to further improve data stability. [4]

The change is significant: the R9 or R10 update behaves more as a yearly upgrade to a new QuickBooks version than as an update to an existing QuickBooks version.

This affects two dimensions of your practice:

  • In backwards compatibility. [5]
  • In network implementations.

R8 to R10 Same as R8 to R9 in This Regard

ProAdvisors or their clients on 2009 R8 would simply update to R10. R10 includes everything in R9, less the issue with the Sales Tax Liability Report. It is not necessary to update to R9, and then R10. R10 is cumulative.

FROM QUICKBOOKS 2009 R9 to R10 or R11; or R10 to R11

After First Update from R8, Next Update Is Standard

The major update to the QuickBooks 2009 database, which for network implementations requires extra effort, only needs to happen once.

Therefore, for ProAdvisors or their clients operating in a network environment, the next update can be implemented normally. The server does not need to be updated separately.

ProAdvisors or their clients operating on stand-alone machines would proceed normally with any of these 2009 releases; no extra effort is required.


You and your fellow QuickBooks ProAdvisors have played a crucial role in identifying some of the issues and workarounds that are identified in postings in our support Knowledge Base.

We very much appreciate your patience and support while we work to resolve the remaining sales tax report issue in QuickBooks 2009.


~ The QuickBooks ProAdvisor Team

  1. The release affects Windows desktop versions of QuickBooks 2009 and QuickBooks Enterprise 9.0. Specific product names include QuickBooks Simple Start, Pro, Premier, and Enterprise Solutions. R10 further affects backwards compatibility with R8 and earlier releases of the same software products.
  2. Here are release notes on QuicKBooks 2009 R10.
  3. Previously reported in recent Alerts dated Nov. 14, Dec., 3, and Dec. 14, 2009. For reference, PDF files of recent Alerts have been posted at this location.
  4. QuickBooks 2009 R9 and R10 will move the underpinnings of the QuickBooks database from Sybase SA10 patch 3712 to patch 3960. Intuit has tested the patch in multiple scenarios and found that with the patch, QuickBooks 2009 shows significant improvements in many areas of data handling, including those areas which are associated with rare instances of data corruption, especially among heavy users.
  5. Backwards compatibility in the QuickBooks 2009 R9 and R10 Accountant Copy includes previous all releases of QuickBooks 2009 and QuickBooks 2008. However, company files in versions of 2009 R9 or later cannot be opened in 2009 R8 or earlier, and vice versa.
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QuickBooks ProAdvisor Newsletter

One Response to QuickBooks 2009 R10 and Sales Tax Reports

  1. Rusty Brown says:

    Seems to be an issue with QB 2009; updates are breaking this software. Just had to switch two clients to 2010 as 2009 after R9 was installed conflicted with Outlook 2007 and stopped printing.