Sales Tax & Nexus Compliance Program

Our {{client}}] operates in multiple states and has sales tax compliance concerns and exposure. Create a sales tax compliance program.

Include: (1) Nexus assessment – in which states do they have sales tax obligation? (2) Compliance review – are all required returns being filed? Tax calculated correctly? (3) Sourcing rules – how should sales be sourced in multistate transactions? (4) Exemption documentation – do they have valid resale certificates and exemptions? (5) Technology & automation – what system upgrades would help compliance? (6) Exposure assessment – what's audit risk? Exposure from prior years?

Include state-by-state summary and filing requirements checklist. Show exposure.

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Why this works

Sales tax complexity is high and audit risk is rising. Proactive compliance avoids penalties.

Risks & review

Sales tax rules change frequently. Build in process to stay current.