Service 06
Multi-State Sales Tax Support
Sales tax punishes firms twice: the returns are individually small but numerous, and the penalties for missing one are disproportionate to the revenue it represents. TaxElixir absorbs the recurring preparation, reconciliation and calendar management across your clients' jurisdictions so a filing never slips because someone was busy with a return that mattered more.
Scope of Work
What sales tax services covers
Taken directly from our service schedule. If something you need is not listed, ask. The list describes our standard scope, not its limits.
Return Preparation
- Monthly, quarterly and annual return preparation
- Multi-state and multi-jurisdiction filings
- Liability calculation from source data
- Filing calendar management by jurisdiction
Reconciliation & Records
- Reconciliation of returns to the general ledger
- Exemption certificate tracking
- Prior-period adjustments and amended returns
- Supporting workpapers for every filing
Ongoing Support
- Registration support in new jurisdictions
- Notice and correspondence preparation
- Nexus data gathering for your review
- Audit-ready documentation retention
Nexus determination and any position taken on taxability remain your firm's call. We prepare, reconcile and document; you review and sign.
Staff This Work
Prefer a dedicated person to a project engagement?
The same work, delivered by a named individual who becomes part of your team rather than a batch you send out.
How We Work
Five steps to steady state
Nothing moves until the scope is agreed upon in writing. Nothing scales until you have reviewed a pilot batch.
- 01
Discovery Call
We learn your workflow, your standards and whether this is a fit.
- 02
Scope & Engagement Letter
Services, volumes, turnaround and terms agreed upon before data moves.
- 03
Secure Access Setup
Access provisioned under your controls. Least privilege, always.
- 04
Ongoing Communication
Regular check-ins, status updates and a clear escalation path from day one.
- 05
Steady-State Delivery
Set cadence, named contact, tracked turnaround, self-review built in.