Ideas to put to work
Sales tax records that follow every invoice, instead of a catch-up at month end.
Tax estimated before invoicing
Before a Stripe invoice is finalized, Sofia estimates the sales tax in Anrok, then finalizes the invoice with your approval.
Every sale recorded from the ledger
Sofia reads new QuickBooks invoices and records each taxable sale in Anrok, with your approval, so tax records match billing.
Refunds reversed in step
When a refund is issued in Stripe, Sofia reverses the matching sale in Anrok, with your approval, so tax isn't overstated.
Tax impact of a new market
Before you sell into a new state, Sofia estimates sales tax on sample sales and lays out the effect in an Excel workbook.
What Sofia can do with Anrok
Sofia reads and keeps current
Sofia does, with your approval where you want it
- Record or update a taxable sale
- Estimate sales tax without saving it
- Reverse a recorded sale for a refund
- Void a sale
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- StripeOnline payments, invoicing and subscriptions
- QuickBooksAccounting software for small and mid-sized businesses
- Microsoft ExcelSpreadsheets for numbers, models and trackers
XeroCloud accounting for small businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
- AcumaticaCloud ERP for mid-sized businesses
- AvalaraAutomated sales tax calculation and compliance
Let Sofia keep Anrok in step with billing
Score your firm in three minutes, or talk to our team.