Sales tax

Configure tax collection, manage registrations and prepare filing reports.

6 articles

• Reading the Tax Filing Report →The Tax Filing Report shows the tax you charged over a period, split by tax authority, so the person preparing your returns has the figures. ServiceVisit reports what you charged, refunded and…
• Sales Tax in ServiceVisit - How It Works →ServiceVisit does not ask anyone to type tax onto an estimate or an invoice. Instead the provider records their own tax rules once, and the product applies those rules to each document. This guide…
• Set Up Sales Tax →Setting up tax is where a provider tells ServiceVisit how to apply their own tax rules. Under Settings, the Tax Rates card covers the tax mode, tax zones, jurisdiction rates and line-item taxability…
• Setting Up Tax Zones, Rates and Taxability Rules →This guide walks through the Tax Rates page, where you tell ServiceVisit how to apply your own tax rules: whether you collect sales tax, where your rates apply, what each rate is, and which kinds of…
• States You Collect In and Tax Registrations →Two pages under Settings record facts about your business for tax. States You Collect In records states where you have determined you have no obligation to collect, so work there is invoiced without…
• View Tax Settings →View-only tax access lets someone see how tax is set up without being able to change it. Under Settings, the Tax Rates card opens the provider's tax profile, where the tax mode, zones and rates can be…