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Review sales-tax reports and resolve unassigned tax
Use the sales-tax report to see what was collected, what is unassigned, and which items need cleanup before filing.
Set up chart of accounts, tax components, and sales channels
Build the accounting base first so sales, payouts, tax, and receivables can post to the right places.
Manage tax exemptions for customer accounts
Use the tax exemption page to keep customer exemption rules clear before orders and tax reports depend on them.
Manage sales channels and review channel balances
Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.
Configure payroll tax setup and reminder rules
Finish the payroll tax profile, add state details, and set reminder rules so filings and deposits do not sneak up on the team.
Generate forms, record tax payments, and deliver W-2s
Use Tax Center for payroll forms and deposit tracking, then make employee W-2 access part of your year-end routine.
Update your tax profile and W-2 delivery preferences
Use the My Account taxes tab to update withholding details, set the effective date, and choose whether W-2 copies can be delivered electronically.
Use the daily sales report to review posted revenue
Use the daily sales report to confirm posted totals, spot unusual swings, and know when a deeper accounting review is needed.
Record journals, sales, payouts, and memorized transactions
Choose the right accounting workflow for each entry, keep transactions balanced, and save recurring work as memorized templates.
Map Square sales and payouts to the right accounts
Use Square mapping to send sales, fees, and payouts into the right accounts so reconciliation and reporting stay clean.
Use demo mode for training and sales walkthroughs
Use demo mode when you need a safe environment for training, practice, or product walkthroughs without changing real company data.
Configure wholesale onboarding, portal settings, and payment methods
Set the wholesale defaults, choose what the public onboarding form shows, and configure payment methods before you invite customers to order.
Set up inventory depletion and Square mapping
Map Square items to recipes, test the sync in dry-run mode, and review depletion results before you let inventory write automatically.
Use the onboarding checklist and welcome modal
See what the first-login welcome modal does, when to use demo mode, and how the shared company checklist helps your team finish setup.
Invite staff and launch staff onboarding
Set onboarding rules, choose default access, add staff from the manager dashboard, and share the public onboarding form with new hires.
Import Square history safely before go-live
Use the import step carefully so history comes in with clean mapping and without creating a giant cleanup project right before launch.
Create recipes that cost and sell correctly
Build recipes with clear names, units, and sellable sizes so costing, production, and wholesale all stay in sync.
Run payroll and choose payout methods
Create a payroll run, review timecards and wages, and choose whether each employee is paid by direct deposit or a manual payout.
Use analytics feeds for external reporting
Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.
Map Stripe payouts and fees to the right accounts
Use Stripe mapping to keep payouts, fees, and clearing balances pointed at the right accounts before you import real history.
Create bank feed rules for auto-match
Use bank-feed rules to reduce repeat matching work, but start with narrow patterns you can trust.
Audit recipes from Recipe Table
Use Recipe Table to scan the full recipe list, catch naming or structure problems, and decide which recipes need a closer edit.
Create customer records and keep the customer list clean
Use the customer list and new-customer flow to keep records easy to find before orders, notes, and automations depend on them.
Use the dashboard to spot issues early
Use the dashboard as a manager triage view so problems show up while they are still small enough to fix quickly.