Preflight Cleaning Pro · Help
Setup

Sales tax by state

Many states (Idaho among them) don't charge sales tax on cleaning services. Others tax all of it, or only some items, like upholstery cleaning or fabric protector. Set a rule for each state you work in and estimates add the right tax for you.

Set up a state

Settings → Sales Tax (owners and admins; also on the office web page under Settings).

  1. Add a State.
  2. Tax rate — 0% if the state doesn't tax your services.
  3. What's taxable: Tax every service, or turn that off and pick the services that are taxable (each floor service and add-on from your rate sets, Upholstery, and Other items for typed-in lines). Stairs follow their surface.
  4. Tax travel and Tax extra charges if your state taxes those.
  5. Save.

A state that isn't listed charges no tax.

On an estimate

The estimate reads the state from the customer's address (…, Boise, ID 83702) and uses that state's rule. The Sales Tax section shows the rate and the tax; the proposal prints a Sales tax (6.5%) line above the total.

Tax-exempt customers

On the customer (Edit Customer → Tax-exempt), for schools, churches, government buildings and others with an exemption certificate. Their estimates charge no tax and the proposal says Tax-exempt.

QuickBooks

Tax goes to QuickBooks as its own Sales tax line. If you use QuickBooks' automated sales tax, check the first few invoices.

More in Setup

Start here: setup checklistCreate your company accountApp Lock and Face IDCompany profile and logoYour account: name, password, email, deleteManaging your team on the office web pageServices offeredThe office web pageRate sets: standard and contract ratesPrice one surface the same as anotherSquare-foot pricing: bands or tiersService minimumStairs pricingUpholstery pricingAdd-ons and extra chargesPayment terms and card feesTravel and mileageBranches, franchises and state licensesProposal wordingLead sourcesPromo codes and employee perk codesBluetooth laser measuresW-9 and insurance certificate for commercial customersPrice sheets to print or exportConnect QuickBooks OnlineEmails when a customer answersWebhooks — send data to Zapier, Make or your CRMInvite your team and choose rolesPrice changes on site — as needed, within a limit, or lockedPermission to scan and photographRequired before sending ("stupid proofing")Screenshots, the security log, and people who leaveTraining coursesCondition charges — wool, woven, soil, petsWalls, countertops and bathroom fixturesPlan & BillingBooking accepted proposals in ZRWare (Zerorez)Export customers to a spreadsheetAutomatic follow-ups on proposalsOnline booking, deposits and cancellationsTeam chat — one on one, groups, photos and videosBring your customers in from QuickBooksBring customers in from a spreadsheetPayments — use your own processorWhat you do — setting up your servicesDepartmentsLate fees on overdue invoicesRefunds — card payments and QuickBooksReports and sharingSwitching companiesMonthly goals