Taxes

Start here: Work with sales tax

Find tax rates, groups, filing records and reports, and understand how they connect.

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Rates and exemptions

• Set up tax rates
• Create and edit tax groups
• Apply tax on invoice lines
• Enter tax on a bill
• Record and review exemption certificates

Tax records and reports

• Create and manage tax filing periods
• Record a tax return and its payment
• Read the tax liability report
• Read annual tax totals
• Review tax by jurisdiction

1099 forms

• Work with 1099 forms
• Set up a vendor for 1099 forms
• Create 1099 forms individually or in bulk
• Review, print and mark a 1099 form filed
• Correct or void a 1099 form record