Sales & Use Tax Specialist
Nexus tracking, exemption certificates and sales-tax returns ready to file
The Sales & Use Tax Specialist tracks economic nexus by state, maps product taxability in your tax engine, collects and validates exemption certificates, and prepares sales and use tax returns from transaction data.
A named person reviews and files each return. Registration decisions and any taxability question that is not settled go to your tax adviser; the specialist never gives tax advice.
AI drafts; a named person approves.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: updates the nexus tracker with last month's sales by state. Midday: chases expired exemption certificates. Afternoon: prepares this month's returns from the tax engine and reconciles to the ledger. Monthly: hands returns and the reconciliation to the tax manager for filing.
- ·Track economic nexus thresholds by state
- ·Collect, validate and renew exemption certificates
- ·Prepare sales and use tax returns for review and filing
- ·Reconcile tax collected to the ledger
- ·Accrue use tax on untaxed purchases
- ·Flag taxability questions to the tax adviser
- ●Returns prepared before due date
- ●Tax collected vs. tax reported reconciliation difference
- ●Exemption certificates on file for exempt sales
- ●States crossing nexus flagged within one month
- · E-commerce sellers
- · Multi-state distributors
- · SaaS companies