Tax and accounting
Track the tax you collect and hand a clean report to your accountant.
What it is
A tax tool that records the tax on every completed visit, shows what you owe for a period, reconciles it against the payments you took, and exports a file you can import into Xero or QuickBooks.
Why it helps
Tax time stops being a scramble. You see your tax collected for the month, quarter or year at a glance, and your accountant gets a tidy export instead of a shoebox of numbers.
How to use it
- 1Open Tax under Settings and turn on tax once you are registered.
- 2Set your rate, the tax name (GST, VAT or sales tax) and your registration number.
- 3Pick a period to see sales, tax collected and a reconciliation.
- 4Export a filing CSV, or an Xero or QuickBooks file, for your accountant.
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