Software Can’t Tell You Whether the Underlying Tax Treatment is Correct.
USING SALES TAX COMPLIANCE SOFTWARE? HERE IS WHAT IT CAN’T DO.
✓ Calculates rates across jurisdictions
✓ Automates filing and remittance
✓Monitor nexus thresholds
✓ Manages ongoing compliance
✓ Keeps you current going forward
✓ Generates filing reports and records
What Compliance Software Does Well.
These tools can be an important part of a strong compliance program. But they are only as good as the information, classifications, rules, and processes behind them.t of strong com
✗ Determine whether your specific products or transactions have been classified correctly
✗Analyze complex taxability or exemption questions
✗ Analyze an audit’s sampling or testing methodology
✗ Evaluate an assessment or help develop a response strategy
✗ Provide representation in a sales tax audit
✗ Fix exposure that already exists
What Compliance Software Cannot Do.
Software manages compliance. I help you understand the underlying sales tax problem.
WHO THIS PAGE IS FOR
If you operate an online business, this page is for you.
Direct-to-Consumer Brands
Shopify or WooCommerce Sellers
Amazon FBA Sellers
SaaS & Software Businesses
Marketplace Sellers
Businesses That Recently Crossed a Nexus Threshold
Business With Historical Exposure
Businesses That Received a Tax Notice
Nexus Analysis
Product & Service Taxability Review
Prior Period Exposure Review
Marketplace facilitator analysis
Audit Support & Representation
Credits and Refund Recovery
WHAT I DO FOR E-COMMERCE BUSINESSES
SOFTWARE IS A TOOL. EXPERTISE IS THE SAFETY NET.
The goal is not to replace the software you’re already using.
It’s to make sure the system is built on the right assumptions.
Because you can have:
The right software.
The right rates.
Automated filings.
Perfect organized reports.
…and still have a sales tax problem.
That is where specialized review makes a difference.