Sales Tax Compliance | Financial Management
Filing Returns
Taxable, exempt and out-of-state sales split per jurisdiction and drafted into the shape each state asks for, including the local breakdowns some of them require. Every figure drills back to the invoices that produced it, so the person signing can check the number rather than trust it.
What it does
Inside Filing Returns.
Connect your books, free. The return drafts from what you have already posted, with every figure traceable to the invoices behind it.
01
Draft per state
02
Local breakdown
03
Exempt substantiation
04
Marketplace deduction
05
Use tax line
06
Review and sign-off
07
Amendments
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 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. 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 Returns against your books.
A working session on your structure and a month of your documents.