Tag Archives: Sales Tax

Lesson #76

Payables – Sales Tax function

If you provide taxable services to clients in states or other areas that charge a tax on receipts, enter the sales tax rate in the firms’ listings and flag which service items are taxable. RB9 automatically calculates sales tax on invoices. This report lists all invoices with sales tax charges generated for a specific period.

How sales tax works in RB9

You enter the appropriate total sales tax rate (state + locality) in every firm listing in RB9 that is located in an area/state that charges sales tax on receipts. Then you mark service items as taxable in RB9’s Service Items Master or in individual billing rate tables.

The sales taxable amount is calculated by adding all of the service items on the invoice that are marked as “sales taxable.” Then the sales tax is calculated by multiplying the sales taxable amount by the sales tax rate for the client.

Using this report

The default Sales Tax report lists all invoices that include a sales tax amount, generated today. It includes each invoice’s number, date, and amount; the amount of sales tax charged; the Bill To Firm; the job number and date; the case; and the related business unit.

You can generate reports for different dates or date ranges, and for specific business unit(s) in your company.

You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). The report in RB9 is not editable, but you can export it as an Excel spreadsheet or CSV file to save, share, work with in other applications, and/or print.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: View all invoices having sales tax charges generated for a specific period. Export the report as an Excel spreadsheet.

RB concepts in this lesson

Billing rate tables: Amounts that you charge for services are organized into tables, so you can charge different clients different amounts for the same service items by applying different billing rate tables. More >

Bill To Firm: The firm responsible for paying the invoice for a job.

Business Unit: One of your company’s revenue centers or any entity in your business that you want to track separately.

Firm: Business you provide services to, usually law firms.

Service items: Regular charges that you bill to your clients are called service items in RB.

Service Item Master: List of your firm’s services. More >

Lesson #63

Manage & monitor accounts payables+

Use the Payables module to not only cut checks for resources, but to also manage and monitor payroll, sales tax obligations, and reward points for clients. In this module, you can:

• Perform payroll tasks.
• Audit pay statements.
• Adjust resource pay on an invoice or generally on payroll (such as a bonus or re-curring repayment of an advance).
• Adjust sales commissions on individual invoices.
• Close payroll and send resources pay statements via email or regular mail.
• Cut payroll checks, direct deposit paychecks, or export payroll to QuickBooks. 
• Review gross pay amounts and adjust as needed before printing 1099s from RB9.
• Generate forms and reports pertaining to payroll, including for sales commissions, miscellaneous pay not charged to invoices, and outstanding payables.
• Generate sales tax reports.
• Reward your best customers with points like airlines and credit cards do, based on the business generated by their calls to you. Monitor, adjust, transfer, and redeem points.

Payables functions by name

• Override Resource Pay
• Pay Adjustments
• Pay Resources
• Send Resources Pay Statements
• Print Checks – RB9-only function
• 1099 Pay Detail – RB9-only function
• Print 1099 Forms – RB9-only function
• Sales Commission Report – RB9-only function
• Override Sales Commission – RB9-only function
• Additional Resource Production Report – RB9-only function
• Total Payable Report
• Sales Tax – RB9-only function
• Liability Balance Log – RB9-only function
• Reward Points Summary – RB9-only function
• Reward Points History – RB9-only function
• Reward Points Analysis – RB9-only function

TL;DR: Perform payroll and other pay-related tasks.

RB concepts in this lesson

Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.

Resource: Person or thing that provides your business with a service.