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Overview

Every helps you collect sales tax, track deductible expenses, and generate compliance reports. Configure rates once, apply automatically, and simplify year-end preparation.

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Sales Tax Configuration

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Setting Default Tax Rate

Go to Settings → Organization → Sales Tax Default → Enter percentage (e.g., 13) → Save Common rates: 5% (GST), 13% (ON/PEI HST), 15% (NS/NB/NL HST), 0% (exempt) Applied to: New offerings, quick invoice creation, automation templates
Ask Every Agent: Configure your tax settings:
  • “Set my default sales tax rate to 13%”
  • “Change my organization’s tax rate to 15% HST”
  • “What’s my current default tax rate?”

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Per-Offering Tax Rates

Set different rates for different services (e.g., consulting 13%, educational workshops 0% exempt) Create/edit offering → Set Tax Rate → Save. Rate applies when offering added to invoice.

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Per-Invoice Tax Control

Line Item Tax: Set rate per line, mix taxable and exempt on same invoice Invoice-Level Tax: Apply single rate to entire invoice Tax-Exclusive (default): Line amount + tax = total | Tax-Inclusive: Line amount includes tax
Ask Every Agent: Apply specific tax rates:
  • “Apply 8% tax to this line item on the invoice”
  • “Create an invoice with no tax for this exempt client”
  • “Add 15% HST to all items on invoice #1234”

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Tax Calculations

Every calculates tax automatically: Add line item → Tax rate applied → Tax calculated (Line Total × Tax Rate) → Grand total updated Example: 1,000consulting@131,000 consulting @ 13% = 130 tax = $1,130 total Multiple Rates: Mix different rates per line (e.g., consulting 13%, workshop 0%) Tax on Discounts: Tax calculated after discounts applied (Subtotal - Discount × Tax Rate)

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Regional Tax Rates

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Canadian Tax System

GST: 5% federal across Canada HST (Harmonized): 13% (ON/PEI), 15% (NS/NB/NL) PST (Provincial): 7% (BC), 6% (SK), 7% (MB), 9.975% (QC QST) - applied with GST GST Only: AB, NT, NU, YT
Set your applicable rate manually in organization settings.

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US Sales Tax

Varies by state (0-10%+). Consider nexus rules, local taxes, and product exemptions.
Consult a tax professional for US sales tax - rules vary by jurisdiction.

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Expense Tax Tracking

Every tracks deductible expenses with amount, category, receipt, date, and description. Common deductible categories: Advertising, Business Meals (50%), Software, Travel, Office Supplies, Insurance, Rent, Equipment, Education
Ask Every Agent: Track deductible expenses:
  • “Show me all tax-deductible expenses for 2024”
  • “How much did I spend on software subscriptions this year?”

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Year-End Export

Navigate to Expenses → Filter date range → Export CSV → Provide to accountant
Keep all receipts! Required by IRS/CRA for expenses over certain thresholds.

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Tax Reporting

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Sales Tax Reports

Reports → Tax Report → Select date range → Export Includes: Total sales, tax collected (by rate), client detail Use for: Quarterly/annual remittance, audit prep, reconciliation
Ask Every Agent: Generate tax reports:
  • “Show me all tax collected this quarter”
  • “How much HST did I collect in Q4 2024?”

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Tax Liability

Remittance Schedule: Monthly (high-volume), Quarterly (most small businesses), Annually (very small)
Tax collected is NOT your revenue - it must be remitted to tax authorities!

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Best Practices

Consult a tax professional - Tax laws are complex. Get professional advice.
Keep all receipts - Required for deductions and audit protection.
Remit on time - Late remittance = penalties and interest. Set reminders.
Review quarterly - Don’t wait until year-end. Review reports quarterly.

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Common Scenarios

HST-Registered Canadian:
  • Set default to 13% (or applicable HST rate)
  • Collect on invoices, track separately, file quarterly, remit minus input tax credits
US Business in Sales Tax State:
  • Determine nexus, set state rate, register for permit
  • Collect on in-state sales, file monthly/quarterly, remit
Tax-Exempt Services:
  • Set default to 0%, no tax collected, still track deductible expenses

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Troubleshooting

Wrong Tax Rate:
  • Draft: Edit invoice, update line item tax rate
  • Issued: Void and recreate
Tax Not Calculating:
  • Verify rate set on line item
  • Enter as percentage (13, not 0.13)
  • Check organization settings saved
Multiple Taxes (GST + PST):
  • Workaround: Calculate combined rate (5% + 7% = 12%), apply as single rate
  • Note on invoice: “Includes GST and PST”
  • Future: Support for multiple simultaneous rates

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Next Steps

Organization Setup

Configure your tax rates

Track Expenses

Log tax-deductible expenses

View Reports

Generate tax reports

Create Invoices

Apply tax to invoices
Need help? Contact support at [email protected]