Sales and invoicing
Quotations, contracts, sales tax invoices, credit and debit notes, statements and advances. Send by email or WhatsApp with a PDF.
🇺🇸BAATS Accounting for the USA
Accounting built for the USA. Sales tax for all 50 states.
Professional accounting software made for the USA. Send invoices in USD, record bills and bank payments, and get your sales tax report by state figures from the same books.
No card needed for the trial. Web and Windows editions.
DashboardInvoicesBillsBankingsales taxReportsPayroll
Net profit 2026$115,020
Revenue287.6KExpenses172.5KReceivables13.6KSales tax due11.6K
Income and expenses
Recent invoices
INV-1048Brazos Retail Group$3,362Paid
INV-1047Riverbend Hospitality$2,246Unpaid
INV-1046Summit Contracting$6,453Paid
INV-1045Cedar & Oak Interiors$1,555Overdue
Sales tax report figures readyQ3 2026
Invoice paid online$2,246.00
USD and foreign currencies50 states + DCState + local ratesSales tax by stateStripe, PayPal, Square
15 daysfree trial, full features
2 to ∞users per company
Web + Windowsyour server or your PC
USDhome currency, plus foreign currencies
One system
Everything a growing business runs on
From the first quotation to the year-end balance sheet, every step posts to the same double-entry books. Nothing to re-type, nothing to reconcile twice.
Purchases and expenses
Purchase orders, supplier bills with line items, expenses, supplier advances and overdue-bill reminders.
Banking and cash
Bank and cash accounts, statement import from PDF, Excel or CSV, post-dated cheques and multi-currency payments.
sales tax built for the USA
State sales tax for all 50 states and DC, your local rates on top, and a sales tax report by state.
Reports that close the year
Profit and loss, balance sheet, cash flow, trial balance, ageing and P&L by project or location. Export to Excel or PDF.
Team, roles and approvals
Admin, Manager and User roles, access per person, manager approvals, tasks, team chat and a full audit trail.
Inside BAATS Accounting
Designed for the way accountants actually work
Invoicing
Professional sales tax invoices in seconds
Pick a customer and their currency, add items from your list or create one on the spot. Tax is calculated per line, totals update live and the printed invoice carries the details each state expects.
- Quotations turn into invoices with one click
- Customer links to view, accept and pay online
- Email or WhatsApp with the PDF attached
Lone Star Supply Co.EIN: XX-XXXXXXX
InvoiceINV-1049 · 10/15/2026
Bill toBrazos Retail Group
| Description | Qty | Price | Amount |
|---|---|---|---|
| Office chairs – ergonomic | 6 | 240.00 | 1,440.00 |
| Delivery and assembly | 1 | 90.00 | 90.00 |
| Annual maintenance | 1 | 350.00 | 350.00 |
| Subtotal | 1,880.00 | ||
| Texas sales tax 6.25% | 117.50 | ||
| Local sales tax 2% | 37.60 | ||
| Total (USD) | 2,035.10 | ||
Sample data
sales tax returns
Your sales tax report by state from the books, not a spreadsheet
Every invoice, bill, credit note and advance feeds the return for the period you choose. Open any figure to see the documents behind it, then file with confidence.
- State and local tax shown separately on every invoice
- Sales tax report by state for each filing period
- Warnings for documents dated in a filed period
State sales taxSales tax by state
Sample dataPeriod: Q3 2026
TXTexas – taxable sales128,400.00
TXTexas – tax collected10,593.00
OKOklahoma – taxable sales22,600.00
OKOklahoma – tax collected1,017.00
Total sales tax due11,610.00
Agrees with the general ledger
Reports
Know where you stand, every day
The executive dashboard shows revenue, expenses, profit, cash, receivables and payables at a glance, with charts for the year and an action centre for what needs attention.
- P&L, balance sheet, cash flow and trial balance
- P&L by project and by location
- One-click export to Excel and PDF
ReportsProfit and loss 2026
Sample dataRevenue303,480.00
Cost of sales-131,220.00
Gross profit172,260.00
Operating expenses-81,405.00
Operating profit90,855.00
Excel · PDF
Made for the USA
Local tax rules, already set up
The USA edition comes with the USA's tax rates, return layout and chart of accounts, so you start working on day one.
All 50 states and DC
State sales tax rates for 2026 are built in. Pick the state on each sale and the right rate follows.
Your local rates
Add the county, city and district rates that apply to you per state. They are added to the state rate on each line.
Sales tax by state report
Taxable sales and tax collected per state for the period, ready for your state returns.
Rates that update themselves
Tax rates are stored with the date they start, so every document keeps the rate of its own date. New official rates arrive as a file digitally signed by Baats LLC and apply from their start date. You can also add your own rate.
Tax on purchases
Sales tax you pay on purchases is part of the cost, the way US sales tax works, so your books stay right.
Stripe, PayPal and Square
Put a payment link on your invoices and let customers pay by card. Payments are matched to the invoice.
Your choice
Run it online or on your own PC
Same features, same books. Choose where your data lives.
Web edition
For teamsInstall on your own server or hosting and work from any browser, in the office or on the road.
- Any number of people, on any device
- Customer links to view, accept and pay invoices
- Runs on Node.js 22.5 or newer, with HTTPS
- Your data stays on your server
Windows edition
For one officeOne-click install on a Windows PC. It runs quietly in the background and opens in your browser.
- Installs with a double-click
- Data stays on your computer
- Desktop backup icon
- Upgrades keep your books
Get paid faster
Let customers pay invoices online
Every invoice can carry a secure link. Your customer opens it, sees the invoice and pays by card through your own payment gateway account. The payment is recorded against the invoice for you.
Payment gateways you can connect in the USA edition
StripeCheckout.comPayPalSquareWise (bank transfer details)
You need your own merchant account with the provider. Gateway names are trademarks of their owners; Baats LLC is not affiliated with or certified by them. Online payments need the web edition.
Trust
Built with controls that auditors like
Roles and access
Admin, Manager and User roles. Choose which screens and reports each person can see.
Manager approvals
Invoices, bills, payments, quotes and notes can wait for a manager before they post.
Audit trail
Who changed what and when, visible to managers only.
Safer deletes
Paid invoices and parties with documents cannot be deleted, and every delete asks first.
Protected sign-in
Passwords are stored as salted scrypt hashes and sign-in attempts are rate-limited.
Backups and signed updates
Download or restore a full backup any time. Software updates are digitally signed by Baats LLC.
Pricing
Simple packages. Every feature included.
Choose by the number of people who sign in. Every package includes every feature of the USA edition.
Standard
For owners and their accountant
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2 users
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Professional
For a small finance team
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5 users
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Business
For growing companies
Ask for a price
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15 users
Get a quote
Enterprise
For large teams
Ask for a price
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Unlimited users
Get a quote
Questions
Frequently asked questions
How does the free trial work?
Download the edition you want and install it. It runs with every feature for 15 days. After that your books stay readable and printable, and you enter a product key to keep working.
Do I need to host it myself?
The web edition runs on your own server or hosting with Node.js 22.5 or newer. The Windows edition installs on a PC in a few clicks. If you need help choosing or setting up, talk to us.
Can I manage more than one company?
Yes. Each company gets its own set of books with its own users, package and product key, all from one installation.
Can I import my existing data?
Yes. Use the Excel template to import customers, customer invoices, suppliers, supplier bills and expenses, and enter opening balances per account, customer and supplier.
Where is my data stored?
On your own server (web edition) or your own PC (Windows edition). Baats LLC does not hold your accounting data.
How do I get support?
Message us on WhatsApp or email [email protected]. Help & Support is also inside the program, in the Account menu.
Does it file my state sales tax returns?
It prepares taxable sales and tax collected per state. You then file them with each state.
Are local rates included?
State rates are built in. You enter the local rates that apply to your business, and they are added on each invoice. Which products are taxable differs by state, so check this for your items.
Ready to see your books clearly?
Install the USA edition today and try every feature free for 15 days.