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FULL Service Sales Tax Services for 2 States

  • Writer: Andria Radmacher
    Andria Radmacher
  • Apr 2
  • 3 min read

Platinum includes full-service sales tax management and filing for up to two (2) states, providing a structured, done-for-you system that handles tracking, reporting, filing, and payment coordination—so your business stays compliant without the stress of managing deadlines, jurisdictions, or changing regulations.


Sales tax compliance goes far beyond applying the correct rate. With multiple jurisdictions, filing frequencies, and payment deadlines, this service ensures your entire process is organized, accurate, and fully supported throughout the year.


What This Service Includes

Ongoing Sales Tax Compliance & Filing (Two States)

We manage your ongoing sales tax obligations after your system has been properly set up and configured.


Your dedicated Sales Tax Clerk will:

  • Review and compile your sales tax reports based on your required filing frequency

    (monthly, quarterly, and/or annually)

  • Identify any missing items, customer details, or adjustments needed

  • Prepare and file your sales tax returns on time for up to two states

  • Ensure filing requirements are met based on your activity and obligations


Sales Tax Tracking System (Maintained in QuickBooks)

We maintain a compliant sales tax tracking system within your accounting software that:

  • Tracks sales tax by state, city, county, and local jurisdiction

  • Provides real-time visibility into sales tax collected and owed

  • Supports accurate reporting across all your sales activity

This ensures your financial data and tax obligations stay aligned at all times.


Sales Channels Coverage

This service includes sales tax reporting across all your sales channels, including:

  • E-commerce platforms (Shopify, Amazon, Etsy, Stripe, PayPal, etc.)

  • Physical storefronts

  • Pop-up or in-person sales


While the number of states is capped at two, your reporting can include up to 5 sales channels within those states.


Sales Tax Payments & AP Coordination

Once your returns are prepared:

  • We calculate the exact tax amount due

  • Enter the liability as a bill in your sales tax module

  • Coordinate with your bill pay approvals workflow

  • Work alongside your AP Clerk to ensure payments are processed through the correct systems


This ensures your filings and payments stay fully aligned and on time, reducing the risk of penalties or missed deadlines.


Nexus & Compliance Awareness

We help monitor your activity and provide visibility into:

  • Where you may have sales tax obligations (nexus)

  • When additional states may need to be added

  • Changes in filing requirements based on your growth


Capacity & Scope

  • Includes up to 2 states for filing and reporting

  • Additional states can be added as an add-on service

  • More complex setups (multi-state + multi-channel at scale) may require enhanced sales tax technology solutions


Important Scope Note (What’s Not Included)

This ongoing service begins after your sales tax system is properly set up.

It does not include one-time or project-based work, such as:

  • Initial sales tax registration

  • Nexus analysis

  • System setup or reconfiguration

  • Historical cleanup of sales tax modules

  • Responding to tax notices


If needed, these services will be scoped and quoted separately as part of your initial setup or as a one-time project.


Benefits

External:✔ Accurate tracking and timely filings across all channels ensure compliance and reduce audit risk

Internal:✔ Complete peace of mind—your sales tax is fully managed, organized, and handled without you needing to track deadlines or filings


Why This Matters


Sales tax errors can lead to:

  • Penalties and interest

  • Missed filings

  • Compliance risk across multiple jurisdictions


A properly managed system ensures:

  • Accurate reporting

  • On-time filings

  • Proper payment coordination

  • Full visibility into your tax obligations


The Bottom Line

Sales tax is no longer something you have to manage manually or worry about missing.


With full-service sales tax for two states included in Platinum, your process becomes:

  • Tracked

  • Filed

  • Coordinated

  • Fully managed


So you can stay compliant, avoid penalties, and focus on growing your business with confidence.

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