Sales Tax Services

Sales tax compliance goes far beyond collecting the correct rate. Between changing regulations, multiple jurisdictions, filing schedules, and payment deadlines, managing sales tax can quickly become overwhelming. Our Sales Tax Services are designed to remove that burden entirely.

Our Platinum Daily Program and our Gold Weekly Program both offer different levels of Sales Tax tracking support to meet your needs. One provides a structured, done-for-you approach to tracking, filing, and paying sales tax accurately and on time, and the other helps those of you who still want to do things yourself, but without the worry.

What's included in both Sales Tax Services

We establish and maintain a compliant sales tax system within QuickBooks that tracks sales tax by jurisdiction and supports accurate reporting. From there, we manage the ongoing compliance process—monitoring activity, preparing required reports, assisting with filings, and ensuring payments are made by their respective due dates.

Our goal is to keep your sales tax obligations organized, visible, and fully supported throughout the year.

What’s Included

Sales Tax Tracking System Setup

We configure your products and services in QuickBooks to ensure sales tax is calculated and tracked correctly by:

• State

• City

• County

• Applicable local jurisdictions

This system provides real-time visibility into sales tax collected and owed across every applicable jurisdiction.

Platinum Sales Tax Services Monthly, Quarterly, and Annual Sales Tax Reporting

We prepare sales tax reports according to your required filing cadence, including:

• Monthly sales tax reports

• Quarterly sales tax reports and returns

• Annual sales tax summaries and returns

These reports support accurate filings and ensure you always know your current tax exposure.

Number of States Included in the Platinum program is Sales Tax Filing services for up to two states. More State filings can be added on for an additional fee if needed. We usually recommend our enhanced Sales Tax Technology Set up and Support services if you have more than two states you need to file sales tax for, or if you have multiple ecommerce channels, which create a bit more nuanced and complex reporting.

• 2 state sales tax reports

• Additional state reporting can be quoted as an add-on service fee

Number of Sales Channels

Included in the Platinum program are Sales Tax Filing services for reporting completion of sales tax across all your sales channels, including E-commerce channels (ex: Shopify, PayPal, Etsy, Stripe, Amazon), your physical Storefront, and/or Pop-up Markets. We usually recommend our enhanced Sales Tax Technology Set up and Support services if you have multiple ecommerce channels and states and require more complex reporting.

• Unlimited Sales Channels

• Additional Sales Tax Technology System SetUps can be quoted as an add-on service or one-time fee to streamline your sales tax processing, so it automatically handles everything for you like clockwork each month.

Sales Tax Filing Support

We provide hands-on support to ensure:

• Sales tax returns are prepared accurately

• Returns are filed on time

• Filing requirements are met based on your nexus and sales activity

We also review nexus considerations to help you stay ahead of compliance requirements in the states, cities, and counties where you are obligated to file.

Sales Tax Payments

We assist with making timely sales tax payments based on filed returns, including:

• Sales Tax Per State Annual Sales Tax Return Filing

• Sales Tax Per State Annual Sales Tax Return Payment with Approval Process

Payments are coordinated according to your bill pay approvals workflow and manually paid as needed based on jurisdiction-specific due dates to reduce the risk of penalties and late fees.

Gold Sales Tax Services

Annual Sales Tax Reporting

We prepare sales tax reports for you, help you with filing the returns, and give you the total amount of sales tax to pay yourself.

• Annual sales tax summary reporting by city & state

• Annual sales tax return filing support for 1 state

• Annual sales tax return filed on your behalf for one state if needed

• Provide the total tax to pay so you can arrange the payment on your own.

These reports support accurate filings and ensure you always know your current tax exposure. Whether you can handle the filings and payment yourself and just need the numbers, or if you need some guidance getting the return done so you can tackle the payment with ease, this program has you covered. If things start to get more complex, just let us know, and we can talk about including an add-on service or moving you to the platinum level of support to handle all related needs.

Sales Tax Filing Support

We provide hands-on support to ensure:

• Sales tax returns are prepared accurately once a year

• Returns are filed on time once a year

• Filing requirements are met based on your nexus and sales activity

We also review nexus considerations to help you stay ahead of compliance requirements in the states, cities, and counties where you are obligated to file.

Sales Tax Payments handled by You

We will provide the total amount due and enter it as a sales tax bill in your accounting program, so you are aware of the outstanding payment you need to arrange. :

• Sales Tax Liability $ added as Payable to your Accounting

• You arrange payment for your sales tax when you are able

Make sure your sales tax payments are on time to reduce the risk of penalties and late fees.

Key Benefits

For Platinum Daily Clients:

External: Real-Time Compliance Handles for you accross All Channels Accurate tracking and timely filings ensure your business remains compliant wherever you sell, reducing audit risk and regulatory exposure.

Internal: Confidence That Sales Tax Is Fully Managed With tracking, reporting, filings, and payments handled for you, there is no need to monitor deadlines or worry about missed obligations. Your sales tax process is organized, documented, and under control.

For Gold Weekly Clients:

External: Annual reporting and filing assistance to keep you aware of the sales tax you need to pay and when.

Internal: Assurance that your filings and records are always accurate and ready.

Why This Matters

Sales tax errors can lead to penalties, interest, and unnecessary stress. A well-maintained system paired with consistent filing and payment support protects your business and supports long-term growth.

With our Sales Tax Services, you gain peace of mind knowing your sales tax compliance is managed accurately, proactively, and professionally.