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\u2019 listings and flag which service items are taxable. RB9 automatically calculates sales tax on invoices. This report lists all invoices with sales tax charges<\/strong> generated for a specific period.<\/p>\n You enter the appropriate total sales tax rate (state + locality) in every firm listing<\/a> in RB9 that is located in an area\/state that charges sales tax on receipts. Then you mark service items as taxable in RB9\u2019s Service Items Master<\/a> or in individual billing rate tables<\/a>.<\/p>\n RB9 calculates the sales taxable amount by adding all of the service items on the invoice that are marked as \u201csales taxable.\u201d Then RB9 multiples the sales taxable amount by the sales tax rate for the client.<\/p>\n The default Sales Tax report lists all invoices generated today that include a sales tax amount. It includes each invoice\u2019s:<\/p>\n You can generate reports for different dates or date ranges, and for specific business unit(s) in your company.<\/p>\n 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<\/em>\u00a0spreadsheet or CSV file to save, share, work with in other applications, and\/or print.<\/p>\n NOTE: This is an RB9-only function. It is not included in RB Lite.<\/em><\/p>\n TL;DR: View all invoices having sales tax charges generated for a specific period. Export the report as an Excel<\/em> spreadsheet.<\/strong><\/p>\n Billing rate tables:\u00a0<\/strong>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 ><\/a><\/p>\n Bill To Firm:<\/strong> The firm responsible for paying the invoice for a job.<\/p>\n Business Unit:<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n Firm:<\/strong> Business you provide services to \u2014 usually law firms.<\/p>\n Service items:\u00a0<\/strong>Regular charges that you bill to your clients.<\/p>\n Service Item Master:<\/strong> List of your company\u2019s services. More ><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"How sales tax works in RB9<\/h2>\n
Using this report<\/h2>\n
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RB concepts in this lesson<\/h4>\n