Detailed Sales Tax Breakdown by City or ZIP Code
C
Cameron McNulty
Description:
Currently, CopilotCRM displays the overall sales tax percentage collected but does not provide a detailed breakdown of how the tax is distributed across different cities, ZIP codes, or counties. Users need a filterable view that shows the exact allocation of sales tax dollars by location.
Use Case / Benefit:
Provides clearer insight into where collected sales tax is going.
Helps businesses reconcile taxes more accurately across varying jurisdictions.
Reduces manual calculations and improves reporting efficiency.
Priority / Impact: Medium to High — This feature would significantly improve usability for businesses operating in multiple tax jurisdictions or locations with varying tax rates.
Additional Notes:
The user highlighted that even neighboring cities or areas can have different tax structures, making it challenging to track sales tax accurately. A filterable breakdown would make this process much simpler.
Autopilot
Merged in a post:
Sales Tax Breakdown by City
Amber Umbrella
Users would like the ability to itemize sales tax by city. Member has multiple jurisdictions that share the same tax rate. This would help ensure accurate reporting and compliance for businesses operating across multiple municipalities.