Sales Tax Compliance | Financial Management
State Registration
Which states you are registered in, under which account number, effective from which date, at the filing frequency that state assigned you. It sounds like admin until a return is filed against the wrong frequency or an account number nobody could find. Held against the entity, where the next person to do this can see it.
What it does
Inside State Registration.
Connect your books, free. Registrations, frequencies and effective dates sit against the entity and drive the calendar behind them.
01
Registration record
02
Filing frequency
03
Frequency changes
04
Effective-date awareness
05
Document store
06
Closure tracking
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. 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. 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 State Registration against your books.
A working session on your structure and a month of your documents.