Tax and accounting
Tax that files, numbers that add up
Every state, county, city and transit district you sell in, worked out the way the return asks for it.
Sales tax
- Every jurisdiction that applies
- State, county, city and special districts, each with its own rules about what is taxable.
- The rate that applied that day
- A rate change in July does not restate what you invoiced in June.
- Exemptions on record
- The reason and the certificate, with its expiry, so the return can say whether it was good.
- Discounts and refunds behave
- A discount is spread across the taxable lines. A refund gives back the tax with the price.
- The till is in the return
- Counter sales are taxed and filed the same way tickets are.
- One line per jurisdiction
- The filing report comes out in the shape the return wants, with exempt sales listed separately.
The books
- Statements a customer can follow
- Balance forward, what was charged, what was paid, what is still owed — and it ties to your receivables to the cent.
- An export that balances
- Sales, payments and supplier bills as CSV journals, using your chart of accounts.
- Card payments are not built yet
- Card money is taken on the terminal you already have and entered here. When it is built it will go through a processor, and a card number will never pass through this software.