Sales Tax | Nexus Monitoring
Where you stand, in every state, today.
Registered, approaching, and not yet in scope, on one board, updated from the same invoices that drive your revenue. The states worth your attention are the ones you are close to, and those are the ones the board puts at the top rather than leaving you to find.
What the system does
Capability, input, output.
| Capability | Input | Output |
|---|---|---|
| Status board | Sales activity per state | Registered, approaching or out of scope, ranked by how close you are |
| Headroom | Current activity against the trigger | How much room is left before a state becomes an obligation |
| Trend | Activity over the trailing period | The direction of travel, so a state that will cross next quarter shows now |
| Alerting | A state crossing your warning level | A notification to the named owner, not a report nobody opened |
| Exposure estimate | Untaxed sales in a state you are not registered in | The value at risk, so the registration decision has a number attached |
| Entity and channel split | Multiple entities, direct and marketplace sales | Assessed per entity, with facilitated sales counted separately |
-
Status board
- Input
- Sales activity per state
- Output
- Registered, approaching or out of scope, ranked by how close you are
-
Headroom
- Input
- Current activity against the trigger
- Output
- How much room is left before a state becomes an obligation
-
Trend
- Input
- Activity over the trailing period
- Output
- The direction of travel, so a state that will cross next quarter shows now
-
Alerting
- Input
- A state crossing your warning level
- Output
- A notification to the named owner, not a report nobody opened
-
Exposure estimate
- Input
- Untaxed sales in a state you are not registered in
- Output
- The value at risk, so the registration decision has a number attached
-
Entity and channel split
- Input
- Multiple entities, direct and marketplace sales
- Output
- Assessed per entity, with facilitated sales counted separately
Monitoring FAQ
What buyers ask.
How often does this update?
Continuously, because it reads the invoices as they are raised rather than a monthly export. Nexus is not a month-end question. A state you crossed on the eighth is a state you were obliged in from the eighth, and finding out at month end is finding out late.
Where do the triggers come from?
You or your advisor configure them per state. We deliberately do not ship a maintained threshold table as marketing copy, because states change them and a number we printed once becomes wrong quietly. The measurement, the trend and the alerting are ours; the rule is yours to set and to keep current.
What does the exposure figure actually mean?
Untaxed sales into a state where you may already have an obligation, valued. It is an indication of scale to prioritise with, not a computed liability, and we would rather say that plainly than present it as a number to file against. What it is good for is deciding which state to take to your advisor first.
We are a group with several selling entities. Does it net them?
No, and it should not. The obligation follows the legal entity that made the sale, so each entity is assessed separately. A group view is available on top for planning, but the per-entity position is the one that drives registration.
Does it handle states with no sales tax?
They are marked as out of scope rather than hidden, so the board reads as a complete picture of the country. A state with no sales tax can still create income tax and registration obligations, and those live on the entity compliance side.
More in Sales Tax Compliance
Related features
See your nexus position across every state.
Connect your books, free. Activity is measured per state from your real invoices, with the states you are closest to at the top.