Services
Sales Tax Compliance
- We offer white glove sales tax filing services; we handle the return from start to finish, we review every return, and ensure it is filed correctly. - From our years of experience, we have seen that large companies that offer automated solutions for a low monthly fee, only work when returns are typically plain vanilla with minimal variations from month to month. Variations or changes in returns often cause mistakes that go unnoticed for months, frequently resulting in significant penalty and interest payments.
Account Reconciliation
Our filing fees include a monthly reconciliation of sales tax collection vs. sales tax liability, so we analyze the reasons for variances, and identify and fix issues immediately.
Economic Nexus Determination
- Economic nexus thresholds are set by states to determine when an out-of-state business must collect and remit sales tax. These thresholds are often based on the dollar amount of sales or the number of transactions made in a state. When an e-commerce business exceeds these thresholds, it is required to register, collect, and remit sales tax in that state. - We are experts in state specific economic nexus rules. Economic nexus rules vary by state and need to be constantly monitored, and interpreted accurately to ensure compliance.
Voluntary Disclosure / Amnesty Filings
Businesses sometimes experience significant growth in sales but fail to monitor state-specific economic nexus thresholds, leading to lapses in sales tax compliance. This is a common situation for fast growing e-commerce businesses. Consequently, they often find themselves in a situation where they were obligated to register, collect, and remit sales tax but did not do so for several months. We have assisted several businesses with the voluntary disclosure of past due sales tax returns, bringing them up to date with all sales tax filings. In such situations, we have often successfully negotiated with the state’s Department of Revenue to abate the penalties and interest on the sales tax due.
Sales Tax Audit Representation
We are experts in representing businesses in sales tax audits, understanding precisely what needs to be provided to the state Department of Revenue. We ensure that their specific questions are answered, and nothing more or less is submitted. Our expertise extends to compiling the requested data and presenting it cohesively and accurately. By managing requests and expectations appropriately, we are often able to negotiate the abatement of penalties and interest.
Sales Tax Registration & Exemption Certificate Management
We manage the entire process of sales tax registration and obtaining the sales tax certificate from the Department of Revenue. Where required, we handle state business registration with the secretary of state, along with annual information filing and compliance for out-of-state entities. We also manage the issuance of resale and exemption certificates for purchases eligible for sales tax exemption.
Solutions For Large Businesses
For larger e-commerce clients, we manage sales tax filing using the Avalara platform. We have access to Avalara’s partner program and are experts in the Avalara platform as well as major e-commerce platforms like Shopify. Our services include: - Setting up the tax returns on the Avalara platform. - Setting up the API connection between the e-commerce platform (Shopify) and Avalara. - Monthly/Quarterly reconciliation of sales tax liability. - Monthly/Quarterly tracking of the sales tax returns filing. - Monthly monitoring of state economic nexus thresholds.