Sales Tax Compliance | Financial Management
Filing Calendar
A state assigns your filing frequency when it registers you, and it is not the same one everywhere, and it changes as your volume does. Each obligation is tracked per state and per entity with a named owner and a status, so nothing depends on whoever filed it last time remembering.
What it does
Inside Filing Calendar.
Connect your books, free. Obligations come from your registrations, each with an owner and a status you can see.
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Obligations from registrations
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Owner and status
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Frequency changes
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Zero-activity returns
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Multi-entity view
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Cross-obligation view
Where it sits
Part of Sales Tax Compliance.
Audit Pack Source invoices, exemption certificates as they stood on the sale date, taxability decisions and sign-off, packaged per state and per period for a state audit. 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 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 Filing Calendar against your books.
A working session on your structure and a month of your documents.