So with you doing a cash basis when you're doing your sales tax wouldn't you want to do it based on when you collected the payment let's say a customer pays you a deposit in June but your events not till August would you pay for the sales tax that you collected in June or would you wait to pay the sales tax on the event that took place in august?
So with you doing a cash basis when you're doing your sales tax wouldn't you want to do it based on when you collected the payment let's say a customer pays you a deposit in June but your events not till August would you pay for the sales tax that you collected in June or would you wait to pay the sales tax on the event that took place in august?
Yeah I got what you're saying we collect a deposit and so we have to pay tax when the deposits collected and then any changes it would take place would be when the final balance is collected so we have to do ours on a monthly basis our sales tax so we have to do it on whatever income we pulled in each month even if the event is a future event
Yeah I got what you're saying we collect a deposit and so we have to pay tax when the deposits collected and then any changes it would take place would be when the final balance is collected so we have to do ours on a monthly basis our sales tax so we have to do it on whatever income we pulled in each month even if the event is a future event
Just set up a report and settings reports create a sales tax report use this type of information you can add anything you want this is what we use and when you go to pull your data on the main screen on the left menu pick payment date instead of event date and then put the period of time you want
Just set up a report and settings reports create a sales tax report use this type of information you can add anything you want this is what we use and when you go to pull your data on the main screen on the left menu pick payment date instead of event date and then put the period of time you want
And basically all we do is take that report and Export it to Excel and manipulated around in the format we need that's basically all we use that for is a data dump
And basically all we do is take that report and Export it to Excel and manipulated around in the format we need that's basically all we use that for is a data dump
You're correct on the lead ID usually we don't need the lead ID in doing our report but we always leave it there in case we just want to ungroup so we don't have to rebuild the reports
You're correct on the lead ID usually we don't need the lead ID in doing our report but we always leave it there in case we just want to ungroup so we don't have to rebuild the reports
Hopefully video is small enough to attach
Also can email me at nickig@funflicks.com if you want to connect as well
Hopefully video is small enough to attach
Also can email me at nickig@funflicks.com if you want to connect as well
I can help, give me a sec to see if I can do a video
You can also message me directly and I can hop on a video call and show you
I can help, give me a sec to see if I can do a video
You can also message me directly and I can hop on a video call and show you
Do you currently have taxes setup and you're just looking to do a report?
Do you currently have taxes setup and you're just looking to do a report?
Just the report
Just the report
I have it set up on auto tax when I do the quotes and contracts
I have it set up on auto tax when I do the quotes and contracts
Hopefully video is small enough to attach
Also can email me at nickig@funflicks.com if you want to connect as well
Hopefully video is small enough to attach
Also can email me at nickig@funflicks.com if you want to connect as well
Just set up a report and settings reports create a sales tax report use this type of information you can add anything you want this is what we use and when you go to pull your data on the main screen on the left menu pick payment date instead of event date and then put the period of time you want
Just set up a report and settings reports create a sales tax report use this type of information you can add anything you want this is what we use and when you go to pull your data on the main screen on the left menu pick payment date instead of event date and then put the period of time you want
You're correct on the lead ID usually we don't need the lead ID in doing our report but we always leave it there in case we just want to ungroup so we don't have to rebuild the reports
You're correct on the lead ID usually we don't need the lead ID in doing our report but we always leave it there in case we just want to ungroup so we don't have to rebuild the reports
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