Sales Tax You've Collected
The tax you took on someone else's behalf, tracked separately from your income — because it was never yours.
When you charge sales tax, that money is never income. You're holding it for a tax authority until you remit it. ClientCasa keeps it out of your revenue from the moment it's recorded, and shows you the running total so you know what you're sitting on.
Where to Find It
Settings → Data → Export → Schedule C summary (/dashboard/settings/data?tab=export).
Pick your period and download. The figure appears under BOOK TOTALS — the section for numbers your books track that the tax form has no line for:
SALES TAX COLLECTED
$1,234.56
→ Not income. You collected it on behalf of a tax authority.If your sales name a jurisdiction, a breakdown follows underneath, with anything unattributed in its own named bucket rather than quietly folded in.
You'll also see it per-document: on a sale's own page, under the totals, ClientCasa says how much of that total was sales tax and where you collected it.
It is not on your Tax Center, and it is not in the tax package for your accountant. Both of those are about your income tax. Sales tax is a different obligation to a different authority, and mixing them would be the first step toward reporting one as the other.
What the Figure Counts
For each invoice and sale in the period, the tax that was recorded on it, less the share that's since been refunded.
- Invoices count once they've been sent — drafts and voided invoices never collected anything. A written-off invoice stays in: writing off is a decision to stop chasing the remainder, and tax on money already banked is still owed.
- Sales count unless they were voided.
- Refunds reduce it, in proportion to how much of the document came back.
Two rules make the number trustworthy:
A period, once filed, keeps reproducing. Refunds count only up to the end of the period you're looking at. A refund you issue next March does not quietly rewrite the figure you remitted from last year.
Sales count their full tax, not the part you've been paid. A sale is settled the moment it exists, so its tax is counted in full. If a sale's payment record were ever late or missing, scaling by cash received would report zero tax and you'd under-remit. Over-remitting is recoverable; an audit for under-remittance is not.
The figure isn't complete across periods yet. A refund issued this year against a sale from last year correctly leaves last year alone — and currently lands in no period at all. Crediting it needs a decision about what the figure means (money moved in the period, versus documents dated in the period), and that's coming with the remittance work. If you've refunded across a year boundary, check that case by hand.
Tax-Inclusive Pricing
When you record a sale you can tick Prices already include tax — the right choice if your prices are the all-in numbers on a sign. The tax is then extracted from the total rather than added on top, and the totals row reads "Includes tax (8.5%)" instead of showing a +.
Either way the collected figure is the same, and either way your revenue is counted before tax.
Where You Collected It
Each sale carries a Where you collected it field, pre-filled from your tax profile's state and editable per sale. It's what lets the total be split by jurisdiction at remittance time.
Invoices don't carry one, so invoice tax shows up under "Not attributed to a jurisdiction". That bucket is named and shown rather than hidden — a total that silently omitted it would be wrong in the dangerous direction.
What This Is Not
It is not a filing, and ClientCasa does not remit anything. Registering, filing and paying are yours to do, on your authority's schedule. This is the figure you file from, tracked all year so you don't have to reconstruct it.
It is not the tax a marketplace collected for you. If a platform collects and remits on your behalf, you owe nothing on those sales — and ClientCasa reports the revenue covered by that arrangement, never a tax amount, because nothing records what the platform actually charged. A number we'd have to invent is a hypothetical wearing a fact's clothing.
Related
- Record a Sale — where the rate, the jurisdiction and tax-inclusive pricing are set.
- Export for Taxes — the Schedule C summary and every other export.
- Businesses and Trades — export one trade's books, or all of them.
- Set Up Taxes — your tax profile, including the state that pre-fills the jurisdiction.