The Tax helper (Pro)
Shop → Tax helper gathers everything your website's money did in a year or a quarter, ready for your accountant. Your website business only, not your personal taxes, and nothing is filed for you. It isn't tax advice.
What you'll find
- Sales on your site by kind, shipping charged, sales taxes collected (added by Stripe), U.S. duties collected and refunds.
- Where your buyers are: by country and province or state. Sales taxes depend on it.
- Fans' prepaid credit (Trinity Dollars, gift cards): like a gift card, it isn't a sale until it's spent.
- Your Stripe account: charged (orders, memberships, everything), Stripe fees (a business expense), refunds, net, and payouts to your bank.
- Website costs (Trinity Host): your hosting, domains and Coach Trinity, with the GST/QST you paid, which your accountant may be able to claim back.
Preparing the handover
- Pick the Period (a year or a quarter).
- Enter your Business name (the legal name if you're incorporated) and your GST/QST numbers if you're registered.
- Click Printable handout (print or save as PDF) or Download for my accountant (ZIP): the handout plus every order, every item sold, sales by place, every Stripe transaction and the website costs, as spreadsheets.