Profit Builder for MSPs
Profit Builder Allocation Assistant
Enter your allocation accounts and current percentages, then your income account balance on the allocation date. One-time purchases and sales tax collected are removed from income to get Real Revenue before allocating.
ENTER THE FOLLOWING INFORMATION:
Defaults to the nearest 10th or 25th. You can change it.
$
Balance of your income account on the allocation date
$
Added to the OPEX account
$
Listed as SALES TAX PAYABLE in the Transfer section
Allocation Accounts
Set each account's Current %. Choose the account that receives 1-Time Purchases (OPEX). Sales Tax Collected is listed automatically as SALES TAX PAYABLE.
Save Accounts downloads your account names, percentages, and types to a file. Load Accounts restores them from that file. Dates and amounts are not saved.
Allocation Results
— Real Revenue
INCOME BALANCE
—
LESS 1-TIME PURCHASES
—
LESS SALES TAX COLLECTED
—
REAL REVENUE
—
Transfer These Amounts from INCOME
| Account | Current % | Amount |
|---|
Total Allocated—