Reconcile sales tax and permit fees

When to use it

Monthly or quarterly, before filing.

The prompt

Copy this, then replace everything in [brackets].

Help me organize sales tax and permit fee reconciliation notes.
Jurisdictions: [cities/counties]
Rules (as I understand them; I'll verify with our CPA/state): [taxable materials vs. labor, rates]
Data: [sales tax collected per FSM, sales tax per QuickBooks, permit fees paid vs. billed to customers]

Find mismatches, list likely causes, and give a checklist to resolve them before filing.

Before / after

Before: Overpaying or underpaying because the FSM and QuickBooks don’t agree.

After (example output):

Mismatch: FSM shows $3,212 tax collected; QuickBooks shows $3,048. Likely cause: 4 invoices edited after sync (job #s listed). Permit fees: 6 paid, only 4 billed to customers.

Tips

• Tax rules vary by state and city. Verify with your CPA before filing.
• Paste totals and categories, not raw bank exports with account numbers.
• The AI drafts and organizes. Your accountant or CPA signs off on anything tax-related.
• Review every draft before you send it. You’re accountable for what goes out.