The PDF covers the business and period you picked: gross sales, sales tax, fees, costs, expenses and net profit. Give it to your tax preparer.
Federal and California estimated income tax, your yearly return, and each business's sales tax return with CDTFA. Amounts come from your ledgers. Tick a deadline once you've paid or filed it.
Match what CDTFA assigned each business. Pick "No seller's permit" for a business that doesn't collect sales tax.
Due dates that land on a weekend or holiday move to the next business day. Check IRS.gov, ftb.ca.gov or cdtfa.ca.gov if you get a notice with different dates.
Fees come out of each sale automatically. Square's standard rates are 2.6% + 15¢ in person and 3.5% + 15¢ keyed in. Stripe is 2.9% + 30¢ for US cards. Change them if your plan is different. Keep "Cash" in the name of your cash method so the cash drawer finds it.
A new business starts with the same tax rate and payment methods as the one you're in. Change them above after you switch to it.
Download all your books as one file you can keep. Import loads a backup file as new businesses.
Permanently deletes every business, sale, expense, receipt and employee login link in this company. This can't be undone. Download a backup first.
You see each company's plan and activity, not their books. Plans: trial (free until the trial ends, then read-only), basic, pro, internal (yours, never expires). Suspended companies can sign in and read but can't add anything.