Sales tax: a tour

A tour of Sales tax in Arkon One: 6% state sales tax + county discretionary surtax by job-site county · exemption certificates honoured automatically and the controls you will use most.

The steps, written out

1. Open Sales tax from the Billing and Finance section of the left menu.
2. Narrow the list with the search box and filters (month).
3. Read each row: County, Invoices, Gross sales, Exempt sales, Taxable, State tax.
4. Use Export to download the list as a spreadsheet or PDF.
5. Review the Tax collected — 2026-11 (for DR-15) section.
6. Review the County rates section.
7. Review the Exemption certificates section.

Tip

The system charges 6% Florida state sales tax plus the county discretionary surtax for the county of the job site (if the invoice has no job, the customer's county is used, otherwise Broward). The rate used is the one in force on the invoice date. Which line kinds are taxable is set in Billing settings under Taxable line kinds. By default rental, adjustments, minimum hire, transport, sales/consumables, lost equipment and other lines are taxable; labour, damage charges and late fees are not. The surtax applies only to the first $5,000 of a single sold item. The invoice shows Florida sales tax (6%), the county surtax line and its Tax county. A customer with a valid exemption certificate pays no tax. From then on, new invoices for that customer are issued without tax and show Exempt with the certificate number. A certificate only counts while its status is Valid and its expiry date has not passed: when it expires the Exemption certificates table shows Expired and tax is charged again. Existing invoices are not changed. Invoices use the latest rate whose effective date is on or before the invoice date, so old invoices keep their old rate. A county with no row falls back to 6% state tax and the built-in surtax defaults.