Finance

Tax

Rates, classification, and income-tax planning workbook.

One place for transactional sales and withholding rates (shared with invoicing), capex cost-classification visibility, fleet mileage signals, and a US-centered election/strategy workbook—distinct from the regulatory Compliance calendar.

Tax overview & signals

1 / 3

Transactional rates, Fleet mileage rollups, and recent capitalizations in one module—separate from regulatory Compliance.

Tax — unified rates workbook, Fleet mileage signals, income-tax elections in TripleBooks

Unified rate editor

2 / 3

Sales, VAT, withholding, and compound constructs use the same decimals the posting engine expects—Invoicing consumes the list automatically.

Tax — unified rates workbook, Fleet mileage signals, income-tax elections in TripleBooks

Elections & workbook

3 / 3

US-oriented planning rows (Section 179 stance, bonus depreciation notes, QSBS documentation) with encrypted estimates for advisor handoff—not automated filing.

Tax — elections & strategy workbook (US catalog hints) next to transactional rates in TripleBooks

What you get

Single editor for transactional tax rates
Cost categories aligned to capitalization workflows
Operational signals tied to Fleet and Fixed Assets
Encrypted election rows optional for advisor handoff notes

Explore the full platform

Accounting, treasury, AR/AP, CRM, and capital tools share one ledger and one AI context.

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