Dave's Auto Center
Reconciliation3.1Reports & sales tax3.2

You are Joanne, the bookkeeperTotals, dates and averages on the page. Print it, or take the file — no formatting a spreadsheet by hand.

Accounting

Reports & sales tax

RFP 3.2

Totals, dates and averages — printed directly, not exported to a spreadsheet and formatted by hand.

Sales tax due, Q3

$11,470.98

In progress · 7.25% combined

Sales tax, year to date

$76,724.10

Three periods

Taxable labour, Q3

$74,108.90

Taxable in Utah — unusual

Reports without native print

6 of 8

In the system you use today

Sales tax

Sourced to the shop address, not the customer's

Utah state rate
4.85%
Davis County local option
2.40%
Combined
7.25%

Utah taxes repair labour

Publication 25 and Rule R865-19S-27. Most states exempt labour, so most systems model it as exempt and the shop absorbs the difference. Here taxability is a flag on each line, not a property of the line type.

Rates are published quarterly and stored as data, so a rate change is an update rather than a release. Centerville sits in Davis County — a second location would carry its own rate.verify with your CPA

PeriodTaxable salesOf which labourTax dueStatus
2026 Q1$428,140.22$196,418.50$31,040.16Filed
2026 Q2$471,902.85$218,644.10$34,212.96Filed
2026 Q3$158,220.40$74,108.90$11,470.98In progress

What prints

Compared with the system you use today

  • End of Daytodayhere
  • Custom Financial Reporttodayhere
  • Parts Purchasedtodayhere
  • Parts Reconciliationtodayhere
  • Sales Tax Summarytodayhere
  • Accounts Receivable Agingtodayhere
  • Declined Jobstodayhere
  • Work-In-Progress Boardtodayhere

The board itself is on that list. Today the documented way to print your work-in-progress column is to take a screenshot of the list view.

Monthly financials

Posted repair orders only

MonthCar countTotal writtenTotal soldClose ratioHours soldGP / hr
Feb182$214,880.00$168,420.0078.4%1012$96.40
Mar196$231,400.00$184,210.0079.6%1094$98.10
Apr188$226,150.00$176,880.0078.2%1041$97.20
May204$248,900.00$199,120.0080.0%1158$101.30
Jun211$259,740.00$210,440.0081.0%1216$103.80
Jul198$246,300.00$194,770.0079.1%1132$102.10
Total1179$1,427,370.00$1,133,840.0079.4%6653$99.82

Totals and averages on the report itself — the brief asks for these by name.