09/29/2026
Sales tax is one of those things that can go wrong very quickly if not done correctly.
Charge the customer. File the return. Pay the state. Done, right?
Except there can be a LOT happening in between.
âĄď¸Where the sale takes place, what youâre selling, how your invoicing or payment platform is set up, where your customer is located, what was actually collected, what made it into QuickBooks - all of it matters.
And one small issue repeated month after month can eventually turn into a much bigger one.
Thatâs why Iâm a big believer in getting the process right from the beginning and regularly making sure whatâs being collected, recorded and reported actually makes sense.
If you collect sales tax and arenât completely sure everything is being handled correctly, donât wait until thereâs a notice or a large balance to start asking questions.
Get ahead of it!
And if you need help with sales tax - tracking it properly, reconciling what was collected, or getting a better process in place, reach out. Iâd be happy to help you figure out what needs attention and point you in the right direction đ¤