Sales Tax Compliance | Financial Management
Audit Pack
Source invoices, the exemption certificates as they stood on the sale dates, the taxability decision recorded on each line, the use tax accrual workings, the reviewer sign-off and the filing confirmation, packaged per state per period. An audit opened three years out is answered from one pack rather than from a three-week reconstruction.
What it does
Inside Audit Pack.
Connect your books, free. Invoices, certificates, decisions and sign-off assemble into the pack a state auditor would ask for.
01
Pack per state per period
02
Point-in-time certificates
03
Line-level decisions
04
Use tax workings
05
Sign-off record
06
Sample pulls
07
Immutable trail
Where it sits
Part of Sales Tax Compliance.
Economic Nexus Economic nexus tracked against every state as your sales happen. Exemption Certificates Exemption and resale certificates held against the customer with their expiry. Filing Calendar Every sales tax obligation tracked per state and per entity at the frequency that state assigned, with a named owner and status rather than a shared reminder. Filing Returns Sales tax returns drafted per state from the invoices behind them. Marketplace Facilitator Sales a marketplace already taxed, reconciled to your books. Nexus Monitoring Registered, approaching and out of scope, per state, updated from your invoices. State Registration Where you are registered for sales tax, under which account number, from which date and at which filing frequency. Tax Engine Integration Keep Avalara or TaxJar for rate determination. The result posts back against the invoice, the customer and the period, so your books hold the evidence. Taxability and Sourcing Whether an item is taxable in a state, and which state the sale is sourced to, decided when the invoice is raised, with the rule applied recorded on the line. Use Tax Consumer use tax accrued when the bill is captured, not reconstructed at year end.
Run Audit Pack against your books.
A working session on your structure and a month of your documents.