Sales Tax Filings
What this service is
End-to-end sales & use tax compliance—nexus review, registrations, product/service taxability mapping, return prep, e-file & payments, and notice handling—so you stay compliant across states and local jurisdictions.
Who it’s for
Product, service, and hybrid businesses selling across state lines (or online) that need a dependable way to determine where they owe tax, how much, and when—without building an internal indirect-tax team.
What we do
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Nexus review: evaluate economic and physical nexus (thresholds, headcount/locations, inventory/3PL, marketplace activity).
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Registrations: obtain state/local sales tax accounts (and, where applicable, Streamlined Sales Tax states).
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Taxability mapping: classify products/services (including exemptions, labor vs. tangible goods, SaaS, digital goods) and set rules in your cart/ERP.
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Rates & sourcing: origin vs. destination sourcing, local jurisdiction layers, and shipping/handling treatment.
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Return preparation & e-file: monthly/quarterly/annual returns; consolidated or location-specific as required; prepayments where applicable.
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Payments & reconciliations: remit tax, reconcile collected vs. remitted to the GL, and lock periods.
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Exemption certificate management: collect/validate resale and other exemptions; maintain an audit-ready repository.
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Notices & audits: respond to routine notices; organize records and schedules for exams.
Tools: native platform settings, plus Avalara/TaxJar/in-platform (Shopify/QBO/Xero) as needed. We’ll recommend the lightest tool that achieves compliance.
Package notes (what scales up at higher tiers)
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Multi-state registrations & many-location filings
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Automated rate & taxability engines (Avalara/TaxJar) and API integrations
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Marketplace facilitator coordination and drop-ship scenarios
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Detailed audit support and voluntary disclosure agreements (VDA) for prior exposure
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SLA-based notice response and exemption-certificate workflows
Output & delivery
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Filing calendar and state-by-state status
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Filed returns & e-file confirmations (PDF) and payment receipts
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GL tie-out: collected vs. remitted with variance notes
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Exemption certificate log and expirations report
What we need from you
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Sales channels & platforms (e-commerce, POS, invoices), historical sales by ship-to/state, and current tax settings
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Product/service list for taxability mapping; known exemptions
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Prior registrations, account credentials, and any open notices
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Preferred filing frequency (if elective) and payment account details
Onboarding timeline
2–4 weeks (faster if single-state):
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Discovery & data pull → 2) Nexus conclusions → 3) Registrations & mapping → 4) First filing cycle → 5) Calendar + process handoff.
Pricing drivers
Number of states/jurisdictions, filing frequency, certificate volume, sales volume/SKUs, platform integrations (cart/ERP), notice/audit workload, and automation level.
Quality & security
Documented nexus memos, version-controlled taxability matrix, filing calendar with owner/backup, least-privilege access, MFA on portals, and WISP-aligned retention.
Popular add-ons
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System implementation: Avalara/TaxJar setup and cart/ERP mapping
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VDA/backfiling for prior periods
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Use-tax process (AP & purchasing)
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Sales tax health check (annual)
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Training for staff on exemptions, invoicing, and sourcing rules
Note: Sales tax is separate from income/franchise taxes. We coordinate with your accounting and invoicing systems to ensure taxes are calculated, collected, and remitted correctly—without over-collecting or under-remitting.