United States: sales tax and states
Applies to businesses whose country is the United States.
What is set up for you
Section titled “What is set up for you”- Currency USD, tax name Sales Tax, tax-exclusive pricing.
- The state you choose at sign-up sets the default sales-tax rate; you can add local rates under Settings → Tax Settings.
Daily work
Section titled “Daily work”- Tax is added on top of prices at the line’s rate. Tax-exempt customers: use a 0% rate on their lines.
- Purchases usually carry no reclaimable tax in the US; leave the purchase line tax at 0% unless you track use tax separately.
Reporting
Section titled “Reporting”Reports → Tax Report totals the sales tax collected in the period for your state filing. See Tax report and tax summary.