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Go to Settings > Preferences to configure account-wide settings like sales tax behavior.

Sales tax

CardOps can help you account for sales tax on expenses. You configure two things:
  1. Tax rate — your applicable sales tax percentage
  2. Application mode — how the tax is applied

Application modes

You can choose between two modes:
  • Automatic — sales tax is applied to every expense automatically when it’s created or imported
  • Calculate button — a button appears on expenses that you click to apply the calculated tax amount
The calculate button mode is recommended. When entering a quick expense like a UPS shipping cost where sales tax is already included in the amount, you don’t want the tax applied twice. The calculate button gives you control over when tax is added.

When to use each mode

Other preferences

Additional preference options are available in this section as CardOps evolves. Check back after updates for new configuration options.