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See exactly how much sales tax you charged, for any period

Platy teamPublished

Owners can now see how much sales tax they charged, broken out by each tax they set up, for any month, quarter or dates they pick. Switch between invoices issued and payments received, then download it for your bookkeeper.

The Sales tax report for one quarter, with the tax charged, taxable and non-taxable sales, and a table of each tax with its rate and amountOpen the picture full size
Every tax you charge, for the quarter you file
The same report switched to payments received, showing the tax collected so far this quarterOpen the picture full size
Switch to the tax inside the payments you received

What changed

  • Insights has a new Sales tax report, one line for every tax you set up
  • Pick this month, last quarter, a past quarter or month, year to date, or your own dates
  • Switch between invoices issued and payments received, the two ways states ask for it
  • See taxable sales, non-taxable sales and total sales beside the tax, by month too
  • Download it as a spreadsheet for your bookkeeper
WhereInsights › Sales tax
Who it's forOwners
Anything to do?Nothing. It's live. If you charge tax, add your tax rates in Settings under Company & hours.

Common questions

Where do I see how much sales tax I collected?

Open Insights and click Sales tax under More reports, or find it on the Reports page. Pick the period you file for, like last quarter, and it shows each tax with its rate, taxable sales and tax.

Does it show tax on invoices or on payments?

Both. Invoices issued counts the tax on every invoice you sent in the period, paid or not. Payments received counts the tax inside each payment that came in, and takes refunds back out.

Can I give it to my bookkeeper?

Yes. Download CSV gives a spreadsheet with the totals for each tax and every invoice or payment behind them.

What if I charge more than one tax rate?

Each tax you set up gets its own line, even in a period where nothing was charged, so you can see every one you collect.

Related

On Platy OS

Landscaping Accounting and Bookkeeping SoftwareA P&L that builds itself out of the bank feed, and a clean export for your CPA.Landscaping Invoicing SoftwareA finished job becomes a real invoice, and the card payment lands in your own account.
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