Start with the right period
State and period selection put the filing review around a defined set of transactions.
SALES TAX REVIEW & FILING PREPARATION
Close the period.
Keep the detail.
Sales tax preparation should begin with numbers you can trace. TaxFlow organizes QuickBooks sales tax data into period and state views, liability detail, and worksheets that help you review the return before filing.
A LOOK INSIDE TAXFLOW
See the work.
Follow the result.
Explore both sides of the workflow using a fictional business, Northstar Works, and its customers.
Know what you are reviewing before you file.
Select a state and reporting period, then review taxable sales and QuickBooks-calculated liability with tax-code and jurisdiction detail.
TaxFlow · Tax review workspaceView full size ↗
Carry the supporting detail into filing time.
Use a downloadable worksheet and review checklist to reconcile the period. TaxFlow serves your internal finance team; this is a preparation output, not a customer portal or a submitted return.
TaxFlow · Preparation worksheetView full size ↗
WHAT CHANGES FOR YOUR BUSINESS
Investigate a total without starting over
Tax codes, rates, and state or county components provide detail behind the liability.
Keep a record of the work
Preserve filing packages and record confirmations for returns completed outside GreenBench.
FROM TASK TO FOLLOW-THROUGH
A useful path through
the everyday work.
Start with the job your business needs to get done. Build the process around the people responsible for it.
Choose the filing period
Select the state and period you need to review.
Reconcile the supporting detail
Inspect taxable sales, calculated liability, and transaction or jurisdiction breakdowns.
Prepare and preserve
Download the worksheet, complete your filing process, and keep the supporting package and confirmation.
Inside TaxFlow
- State and reporting-period filters
- QuickBooks-calculated sales tax liability
- Tax-code and rate breakdowns
- State and county component detail
- Downloadable worksheets and review checklists
- Filing packages and external confirmation records
WHERE IT FITS
A business selling across local jurisdictions
The filing deadline arrives with more than one rate and county in the sales records. The team needs to understand what makes up the total, review the supporting transactions, and retain the preparation work for the next question. TaxFlow brings that detail into the period review.
Illustrative business scenario.SEE GREENBENCH AT WORK
Bring a real challenge.
Leave with a clearer plan.
Use the demo to explore a job you want to handle better. We’ll walk through the relevant products, look at how they could fit your current routine, and discuss where to start. No need to have the whole plan figured out.
Prefer to talk?Call (919) 999-8877