STX | [[Contact Name]]
➡️ Once a Sales Tax Project is created* and moved to “One Offs” Stage:
- A Task will be created and the Project will be moved to "Done"
- And a new task will be created on the 1st of each month and assigned to the CAM to work on the client Sales Tax
*Make sure that "The Services Needed" includes "Sales Tax"
A-Z
➡️ Upon receiving a task notification, indicating the due date for state sales tax filings.
Ensure that all filings are completed before the 20th of the specified month.
➡️ Data Collection and Preparation:
- Access QuickBooks Online (QBO) and download the monthly and quarterly sales tax sheets.
- Upload the downloaded sheets to Canopy for processing.
➡️ Review and Filing:
- Open the Sales Tax Filing Tracker Google Sheet.
- Proceed state by state, cross-referencing data from Canopy with the information on the tracker sheet.
- For states with a zero balance, file a return indicating zero due. (Refer to Loom video for guidance)
- For states with a balance, follow the procedure outlined in the Loom video for filing returns.
➡️ Update Tracker Sheet:
- After filing returns, update the Sales Tax Filing Tracker Google Sheet accordingly.
- Ensure accuracy in recording filing status and any pertinent details.
➡️ Upload Receipts to Canopy Folder:
- Upon completion of filing for all states, upload the receipt of filing and receipt of payment for each state into the designated Canopy folder
➡️ Task Assignment for Check Verification:
- Generate a task for Candace to verify the clearance of checks for states with outstanding balances.
➡️ Task Completion:
- Mark off the assigned task upon completion of all necessary steps in the procedure.