Summary:
If your business collects sales tax based on the county where services are provided, you can easily track and report that data using custom fields and reports.
Important:
This method requires you to manually enter each contact with the correct county. Be sure this step is consistently followed by your team for accurate reporting.
Creating The "County" Contact Custom Field
From the ZenMaid Dashboard, go to Settings.
From Settings, Click Custom Fields under Contacts
Select Add Custom Field.
Choose the Dropdown field type.
Name the field (e.g., “County”).
Enter each county your business serves as a dropdown option (e.g., Wright, Sherburne, Hennepin).
Assigning Counties to Customers
Edit each customer’s profile to assign the appropriate County from the dropdown.
Make sure this is updated consistently for accurate reporting.
Running The Revenue by Customer Report
Go to Reports.
Select Revenue by Customer.
Choose the desired date range (e.g., “Last Month”).
Filter the report by the County field you created.
Click Run Report.
The report will show total revenue per county.
For example:
Wright County: $31,655
Sherburne County: $22,960
Hennepin County: $14,229
Total: $71,956
Use these figures to calculate and submit your county-level sales tax to the state.
Keywords:
Custom Fields, Dropdown Field, County Tracking, Sales Tax Reporting, Revenue By County, Customer Report, Revenue By Customer, Filter By County, Tax Exempt, Barter, Donations, Quality Checks, State Tax Filing, Custom Contact Fields, Service Area Revenue, Settings, Contact Management, Custom Field Setup, Reporting By Location, Sales Report