If your business collects sales tax based on the county where services are provided, you can easily track and report that data using custom fields and reports.

This method requires you to manually enter each contact with the correct county. Be sure this step is consistently followed by your team for accurate reporting.

From the ZenMaid Dashboard, go to Settings.

From Settings, Click Custom Fields under Contacts

Select Add Custom Field.

Choose the Dropdown field type.

Name the field (e.g., “County”).

Enter each county your business serves as a dropdown option (e.g., Wright, Sherburne, Hennepin).

Edit each customer’s profile to assign the appropriate County from the dropdown.

Make sure this is updated consistently for accurate reporting.

Go to Reports.

Select Revenue by Customer.

Choose the desired date range (e.g., “Last Month”).

Filter the report by the County field you created.

Click Run Report.

The report will show total revenue per county.

Use these figures to calculate and submit your county-level sales tax to the state.

Discount field.

Coupon discount.

Overcharges.

Multiple adjustments at once (overcharge + discount + coupon): report correctly nets all of them.

Tips: report excludes them, which is correct since tips are not taxable.

The math on the appointment lines up with the report every time, so you can rely on these figures when filing county-level sales tax.