Documentation

Sales tax

Set up tax agencies and rates, charge tax on sales, and record returns and payments.

Plans
Core and above
Availability
Available
For
Owners, Bookkeepers
In KontoCore
Taxes → Sales tax

What this does

Sales tax collected is a liability, not income. KontoCore tracks it by agency and period and records payments against it.

How to

Set up and file

  1. 1Taxes → Sales tax → Add agency and filing frequency.
  2. 2Add rates, or combined rates for multiple jurisdictions.
  3. 3Mark items and customers taxable or exempt.
  4. 4At period end, review the sales tax liability report.
  5. 5Record the payment when you file with the agency.

Common mistakes

  • Recording tax collected as revenue.
  • Paying the agency as a regular expense rather than against the liability.

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Last reviewed September 25, 2026