Sales Tax Outsourcing

This white paper will discuss the two major sales and use tax compliance outsourcing models, compare and contrast the key characreristics, and provide you with some simple criteria to help determine which approach is best for your company.

 

RETURN PREPARATION

COMPLETE SALES TAX OUTSOURCE

Nexus Determination

No

Yes

Taxability Review

No

Yes

Applying Tax to the Invoice

No

Via Technology Plug-in

Managing Exemption Certificates

No

Yes

Registering and Renewing Sales Tax ID’s

Yes

Yes

Preparing and Filing Sales Tax Returns

Yes

Yes

Paying the Jurisdictions

Yes

Yes

Maintaining a Paper Trail including COM’s

Yes

Yes

Developing a Notice Management Process

Yes

Yes

Maintaining a Documented Process

Yes

Yes

Addressing Internal and Customer Questions

No

Yes

Sales Tax Audits

No

Yes

Responding to Nexus Questionnaires

No

Yes

Maintaining a Tax Calendar

Yes

Yes


 


 

 

Evaluating Different Sales Tax Outsourcing Options - White Paper