Booksmrt

Sales tax, AP, and AR

Add the workflows that keep cash and compliance visible.

For businesses with state sales tax, vendor bills, invoices, receivables, or multiple payment processors, Booksmrt adds support around the monthly close so the operating picture stays clean.

Sales tax

return filing support

AP

vendor visibility

AR

receivables tracking

Custom

scoped by volume

How it fits

More than basic categorization

Some books need extra operating workflows. We can support sales tax return filing, payable tracking, receivable tracking, processor reconciliation, and month-end schedules based on what your business actually uses.

Included

  • Sales tax return filing support
  • State-by-state sales summaries
  • Accounts payable tracking
  • Accounts receivable tracking
  • Aging visibility
  • Payment processor reconciliation

Workflow

Map

We identify the states, processors, vendors, invoices, and accounts involved.

Track

We keep the monthly records tied to actual processor, invoice, and vendor activity.

Report

You get clear monthly visibility and filing-ready summaries where sales tax applies.

Best for

  • E-commerce, service, and retail businesses with sales tax exposure
  • Operators with vendor bills, invoices, or recurring receivables
  • Teams using Stripe, Square, Shopify, PayPal, Amazon, WooCommerce, or similar processors

Start with the free assessment.

Tell us about the business, then choose a 20-minute call time. We will use the call to map the right scope before anything is quoted.

Go to assessment