About this template
Work type: Accounting
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 11 tasks
- Automations
Monthly Sales Tax Template
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| Team Tasks |
Automations
|
|
|---|---|---|
| Request Information From the Client |
Sales Tax Processor
|
|
| Invoice Client |
Biller
|
|
| Payment Received |
Biller
|
|
| Gather all sales records for the quarter |
Sales Tax Processor
|
|
| Identify taxable and non-taxable sales |
Sales Tax Processor
|
|
| Calculate total taxable sales |
Sales Tax Processor
|
|
| Determine applicable sales tax rate |
Sales Tax Processor
|
|
| Compute Sales Tax |
Sales Tax Processor
|
|
| Send a Notification to the Client of the Tax Due | ||
| Prepare & File sales tax return |
Sales Tax Processor
|
|
| Save copies of filed tax return and payment confirmation in client folder |
Sales Tax Processor
|
|