Sales Tax Compliance
Multi-state sales tax tracked and filed against every registration your client holds.
What we work with
Overview
A client crosses an economic nexus threshold in a state nobody was watching, and the first anyone hears of it is a notice. We track thresholds per state against actual revenue and transaction counts, so exposure is raised as a recommendation rather than discovered as a penalty.
Sales tax exposure is rarely discovered in time. A client crosses an economic nexus threshold in a state nobody was watching, and the first anyone hears of it is a notice with penalties already attached.
We track thresholds per state against actual revenue and transaction counts, prepare and file returns against each jurisdiction’s calendar, and keep exemption certificates current. Where a threshold is approaching, it is raised as a recommendation before it becomes an obligation.
Scope
Multi-state returns prepared and filed against each jurisdiction’s calendar.
Every active registration tracked, with filing frequency per state.
Where a client has triggered an obligation, and what registering will mean.
Economic nexus thresholds tracked against revenue and transaction counts.
Certificate collection and validation kept current per customer.
Support responding to state notices and reconciling assessed differences.
What changes
Registration thresholds are tracked, so exposure is raised before it becomes a penalty.
Every active registration has a filing frequency and a tracked due date.
Exemption certificates collected and validated, so exempt sales survive a review.
How we work
One qualified person assigned to your firm, working in your software and following your checklists.
A second qualified review against your own review points, before the file comes back to you.
A partner signs off every deliverable, so you always know who is responsible for the work.
Questions
Thresholds are tracked per state against the client’s revenue and transaction counts, and we raise a recommendation when a threshold is approaching.
We prepare and file wherever the client holds a registration. Where a new registration is needed, we prepare it for filing in your client’s name.
Yes. We reconcile what was assessed against what was filed and prepare the response, working with you on the position taken.
We collect and validate them, and flag expiring or missing certificates before they become an audit exposure.
Industries
The same service reads differently depending on whose books it is. These are the sectors we work across.
Next step
Thirty minutes, free, with one of our partners. Bring your volumes and we will tell you plainly whether we are the right fit.
No obligation. A partner replies, not a sales team.
