Reports & Accounting / Sales Tax
Sales tax that’s ready when filing is.
Rates apply line by line on every invoice, exempt customers and items are skipped automatically, and one report shows collected, remitted, and owed.
Right rate, every line
Set your rates once and every invoice applies them line by line. Taxable and exempt items can share an invoice without anyone doing math in the margin.
One report, three numbers
Collected, remitted, and owed — by rate and by period. When the filing deadline comes, the numbers are sitting there, not scattered across twelve invoices.
Remittance on the record
Record the payment when you remit and the owed number resets honestly. Next quarter starts from zero, not from a guess.
Exemptions
Exempt customers and items, handled per line
A wholesale buyer with a resale certificate, a nonprofit, a service your state doesn’t tax — mark the customer or the item exempt once and Bokeping applies tax only where it’s owed, even when taxable and exempt lines share one invoice. The tax line names its base, so anyone can check the math.
- Mark a customer exempt once — every future invoice respects it
- Exempt items skip tax even for taxable customers
- Mixed invoices tax only the taxable lines
- The report separates exempt sales for your return
How it works
Set your rates
Enter the rates you collect — state and local combined or separate — and mark any exempt customers and items while you’re at it.
Invoice normally
Tax calculates per line as you work. Exempt lines show as exempt instead of silently missing, so the invoice explains itself.
File, then record it
At deadline time, open the report, copy the numbers into your state’s filing, and record the remittance in Bokeping. Owed drops to zero for the period.
FAQs
Fair questions
No — Bokeping prepares the numbers; you file with your state. The report gives you collected, remitted, and owed by rate and period, which is exactly what the return asks for, so the filing itself usually takes minutes.
Mark the customer exempt and keep their certificate details on file with the contact. From then on their invoices skip sales tax automatically, and the report keeps their sales in a separate exempt bucket so your return can show them correctly.
Yes. Set up each rate you collect and assign it where it applies; the report then breaks collected, remitted, and owed out by rate. Each jurisdiction’s line on your return gets its own clean number instead of one blended total.
Bring your accountant — it’s free
Accountant access is free on every plan. They see clean books; you keep the plain English.
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