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.
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.
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1
Open Taxes
In the menu, tap Settings, then Taxes. Your default rate is the tax percent you already have on Prices and extras.
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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.
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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.
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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.
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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.