Taxes and planning · Business report
How do I set sales tax and review what was collected?
ComputerOpen Get Paid, then invoice settings and Default tax rate (%). Taxes, then accountant exports, then Sales tax details.
PhoneOpen Get Paid, then invoice settings and Default tax rate (%). Taxes, then For your accountant, then Sales tax details.
You enter the default percentage; the starting value is zero, not a verified exemption. Review the applicable rate and taxable items before sending each quote or invoice. DeskOps does not automatically determine the correct jurisdiction or exemption. Sales tax details downloads payment-level information and shows known collected tax less customer refunds. Unknown amounts are labelled for review, including older deposit invoices whose tax was not separated. Remittances and jurisdiction-specific filing balances are not tracked in this report. The accountant portal offers the same download after selecting a client.