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Step 4 of 8

Set up tax rates for where and who you clean

More than one tax rate: by ZIP code, for homes or commercial, or for one client or place. Until you add one, nothing changes.

SettingsTaxes Open Taxes

Some cities charge a different rate, and some states tax commercial cleaning but not homes. Add a rate for each, and Busy Book puts the right one on every booking, invoice and receipt. Busy Book doesn't give tax advice, so check with your accountant which cleanings are taxed where you work.

  1. 1

    Open Taxes

    In the menu, tap Settings, then Taxes. Your default rate is the tax percent you already have on Prices and extras.

  2. 2

    Add a rate

    Under Add a rate, type a name like Dallas 8.25%, the tax line and its percent. In Canada, add a second line, like GST 5% and PST 7%, or tap your province to fill it in.

  3. 3

    Pick where it applies

    Type the ZIP codes it covers, with commas between them. A shorter code covers every code that starts with it, like 752 for 75201 and 75204. Then tap Add rate.

  4. 4

    Pick a rate for homes or commercial

    Under By kind of cleaning, pick a rate or No tax for Homes and for Commercial, then tap Save.

  5. 5

    Give one client or place its own rate

    Open the client and tap Change under Tax. Pick Their own rate, or pick a rate next to one of their places.

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