Track What You Owe the State

Collected, Paid, and Still Owing

Collecting sales tax is the easy half. Knowing how much of it you still owe is the half that catches people out. Find it at Accounting, then Tax Center.

Three numbers across the top: Sales tax collected, Remitted (what you have already paid the state), and Liability (still owed). Owners, managers, and bookkeepers can open Accounting. Techs, dispatchers, and front desk cannot. This is on both plans, Basic and KeyBolt Pro.

How the Number Is Worked Out

Liability is tax collected on paid invoices, minus what you have logged as remitted. Tax on a bill the customer has not paid yet is not counted, because you have not collected it.

Sales tax is filed monthly, so the figures cover the whole of every month your date range touches. Under the three numbers, a By month table breaks the period down so you can tie one month to one filing.

Logging a Payment

1. Go to Accounting, then Tax Center.
2. In the Remittances section, tap Record remittance.
3. Enter the date you paid, the tax month it covers, the jurisdiction, and the amount.
4. Save.

Do this every time you pay, or the running balance keeps telling you that you owe money you already sent.

Related

• Export your sales tax numbers
• Set up sales tax