Accounting
Reports & sales tax
RFP 3.2Totals, dates and averages — printed directly, not exported to a spreadsheet and formatted by hand.
This is the screen a bookkeeper closes a period on. Pick the filing period, read the tax due against the sales it came from, and print the page you file against. Everything below moves with the filter.
Sales tax due, Q3
$14,121.01
In progress · 7.25% combined
Sales tax, year to date
$93,723.42
Three periods
Taxable labour, Q3
$101,281.75
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
| Period | Taxable sales | Of which labour | Tax due | Status |
|---|---|---|---|---|
| 2026 Q1Jan–Feb–Mar | $511,520.40 | $265,990.62 | $37,085.23 | Filed |
| 2026 Q2Apr–May–Jun | $586,443.90 | $304,950.83 | $42,517.18 | Filed |
| 2026 Q3Jul | $194,772.60 | $101,281.75 | $14,121.01 | In 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 · Jul
| Month | Car count | Total written | Total sold | Close ratio | Hours sold | GP / hr |
|---|---|---|---|---|---|---|
| Jul | 198 | $246,235.90 | $194,772.60 | 79.1% | 657.2 | $164.54 |
| Total | 198 | $246,235.90 | $194,772.60 | 79.1% | 657.2 | $164.54 |
Totals and averages on the report itself — the brief asks for these by name.