Where Sales Tax Appears
Sales tax, when enabled, will be visible in the following areas:
Add job flow
Invoices
Quotes
Appointment confirmation emails
Reports
Financial Report Exports
Setting Up Sales Tax
To configure sales tax in Allison:
Click the Menu and select Settings
Scroll down to find the Sales Tax card
Click to open the Sales Tax settings page
By default, the system is set to "Don't charge sales tax." To enable it:
Select Charge sales tax
Enter your tax percentage (for example, 10%)
Note the message: "By default, sales tax is calculated using this rate. You can adjust it on individual jobs, quotes, or the final invoice."
Click Save changes
Updating Existing Jobs
After saving your tax rate, you'll see a modal with the option to Update existing jobs with new tax rate. This update affects scheduled jobs, drafts, and quotes only—past or completed jobs won't be changed.
You can choose to:
Update existing jobs
Don't update existing jobs
Cancel
Adding Sales Tax to Individual Jobs
When adding a new job, you'll see tax options on the Select Service screen (step 2 of 4):
On the right side, you can edit the base price and edit the tax amount
When you edit the tax amount, the total estimated price updates automatically based on the base price and tax rate
On the Summary screen (final step), you'll see:
Left side: Subtotal, Taxes, Estimated Total
Right side: Estimated Price, Base Price, Taxes
Note that these totals may differ if you've made manual overrides to the pricing or tax amounts.
Managing Sales Tax on Invoices
After a job is completed, you can view and edit the invoice:
You have the option to change both the base price and taxes for any individual invoice
These adjustments can be made directly on the invoice screen
Sales Tax in Reports
Invoice Reports
To run an invoice report:
Go to Reports
Scroll to the bottom and select Invoices
Click Export and Download
The Invoice CSV file will include:
id
number
date
service_date
customer_name
customer_address
service_name
subtotal
tax
total
voided
subtotal_net
tax_net
total_net
Transaction Reports
To run a transaction report:
Go to Reports
Select Transactions
Select your date range
Click Calculate
Click Export and Download
The transaction report shows:
transaction_id
invoice_number
date_time
type
payment_method
customer_name
amount (amount of the invoice)
net_revenue
sales_tax
tip (any amount over the invoice amount)
tip_distributed (how much was distributed to the cleaner)
payment_processor_id
notes
Payment method
Customer name
Important Notes
Revenue reporting: Revenue earned and year-to-date revenue figures on the reports page do not include tips or sales tax.
Flexibility: Sales tax is automatically added to job estimates, quotes, and invoices when enabled, but you maintain the ability to adjust it on individual jobs, quotes, or final invoices as needed.
FAQs
Question: What happens if i turn Sales Tax off?
Answer: You will be prompted to confirm you want to turn sales tax off. Doing so will remove any sales tax that was added to a future (already scheduled, but not yet completed) job.
Question: What will the customer see on quotes and appointment confirmation emails?
Answer: Your customer will see a line item the spells out how much of the total will be allocated to sales tax.
Important Tax Information
Tax Compliance Disclaimer:
Allison provides sales tax functionality as a tool to help you collect and track taxes, but does not provide tax, legal, or accounting advice. Sales tax laws and rates vary by state, county, and municipality, and it is your responsibility to:
Determine whether you are required to collect sales tax in your jurisdiction
Set the correct tax rate(s) for your location and services
Understand which services are taxable in your area
File and remit collected sales tax to the appropriate tax authorities
Maintain proper tax records and documentation
We strongly recommend consulting with a qualified tax professional or accountant to ensure you are complying with all applicable sales tax laws and regulations in your area.