Sales Tax | United States
Sales tax compliance. Fifty answers from one set of books.
Nexus measured against every state as your sales happen. Exemption certificates held against the customer, not hunted for during an audit. Returns drafted per state from the invoices behind them, with the workings kept.
Trusted by finance teams
Economic Nexus
The obligation starts before anyone tells you.
Nexus is created by what you sell and where, and no state writes to say you have crossed. Sales are measured against each state as they happen, so the first time you hear about an obligation is from your own books rather than from a notice.
Nexus Monitoring
Every state on one board, with how close you are.
Registered, approaching, and not yet in scope, per state, updated from the same invoices that drive your revenue. The states worth watching are the ones you are close to, and those are the ones the board puts in front of you.
State Registration
Registration tracked as a state of the entity.
Which states you are registered in, under which account number, with which filing frequency assigned. Held against the entity rather than in one person's inbox, because it is the fact every later filing depends on.
Filing Returns
Returns drafted per state, from the invoices behind them.
Taxable, exempt and out-of-state sales split per jurisdiction and drafted into that state's return shape. Every figure drills to the invoices that produced it, so a reviewer can check the number rather than trust it.
Filing Calendar
Different states, different frequencies, one calendar.
A state assigns your filing frequency when it registers you, and it is not the same one everywhere. Each obligation is tracked per state and per entity with a named owner, so nothing is remembered by whoever happened to file it last time.
Exemption Certificates
The certificate on file, before the sale is exempt.
A missing or expired certificate is the single most common finding in a state audit, because the tax becomes yours to pay. Certificates are held against the customer with their expiry, and an exempt sale to a customer without one is flagged when it is raised.
Taxability and Sourcing
What is taxable, and which state gets it.
Two decisions sit behind every line: whether the item is taxable in that state, and which state the sale is sourced to. Both are decided when the invoice is raised, with the rule that was applied recorded against the line.
Use Tax
The tax nobody invoiced you for.
When a vendor does not charge sales tax on something taxable in your state, the liability does not disappear. It becomes use tax that you accrue and report. Bills are screened at capture, so the accrual is built through the period rather than reconstructed at year end.
Tax Engine Integration
Bring your own rates. Keep your own books.
If you already run Avalara or TaxJar, the rate call stays there and the result posts back against the invoice, the customer and the period. We are not asking you to replace a calculation engine that already works.
Marketplace Facilitator
Sales the marketplace already taxed, reconciled.
When a marketplace collects and remits on your behalf, those sales still hit your books and still have to be reported correctly, usually as a deduction rather than an omission. Settlement files are reconciled to your revenue so the two agree.
Audit Pack
Every filed return ships with its evidence.
Source invoices, exemption certificates as they stood on the sale date, the taxability decision per line, the reviewer sign-off and the filing confirmation, packaged per state per period. A state audit three years out is answered from one pack.
Buyer FAQ
What teams ask before they switch.
We already use Avalara. Does this replace it?
No, and we would not suggest it should. Avalara and TaxJar calculate rates across thousands of jurisdictions and do it well. What they do not do is own the invoice, the customer record, the bill and the ledger, which is where the exemption certificate, the use tax accrual and the audit evidence actually live. The rate call stays where it is and the result posts back against your books.
So what are we buying, if not a tax engine?
The work either side of the calculation. Knowing which states you have crossed into before a notice arrives. Having the exemption certificate on file on the date of the sale rather than a year later. Accruing use tax on bills where nobody charged you. Producing the evidence for a state audit without a three-week reconstruction.
We sell SaaS. Is that even taxable?
It depends on the state, and the answer has moved in several of them. That is exactly why the decision is recorded per line rather than assumed: the invoice carries the taxability position that was applied and the reason for it, so when the answer changes you can see which sales were raised under the old one.
Most of our sales go through Amazon. Do we still file?
Usually yes, even where the marketplace collects and remits for you. Those sales generally have to appear on your return as a reported and then deducted figure rather than be left off it. Settlement files are reconciled against your revenue so the two agree before anything is filed.
How current are the rules in here?
We deliberately do not print rates, thresholds or due dates in our product copy, because they move per state and a stale number is worse than none. Rate determination comes from your tax engine or your advisor. What we hold is your position: where you are registered, what you have sold there, and the evidence behind it.
Can we migrate from QuickBooks?
Yes. Onboarding covers migration with historical data, masters, opening balances and in-flight invoices and bills. A dedicated implementation lead runs the cutover.
See which states your sales have already crossed into.
Connect your books, free. Nexus is measured against your real invoices, and the states you are close to come to the top.
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