Small Business Mode

Small Business Mode is a simple business record book for organizing sales, expenses, receipts, WHT certificates, and official payment evidence before filing preparation.

• Use Small Business Mode if you run freelance, sole trader, artisan, POS/agency, online sales, shop, service, or micro-business records.
• Record sales with date, amount, description, payment method, sales category, and optional evidence.
• Record expenses with date, amount, description, expense category, payment method, and optional receipt.
• Upload receipts first from Document Vault, then link them to sales, expenses, WHT certificates, official payment receipts, or other business documents.
• If a customer or organization withheld tax from your payment, record the WHT credit and upload the certificate when available.
• Official tax payments happen outside TaxPly. You can save payment receipts or evidence here for your records and filing preparation.
• Use the filing-readiness checklist to spot profile, sales, expense, evidence, WHT, official payment, TIN, state, and filing package items that need review.
• TaxPly helps you organize records and prepare filing-ready documents. TaxPly does not submit directly to NRS or pay official tax liabilities.

This checklist helps you prepare better records. It does not confirm official filing or guarantee tax correctness.