6 min read

Connecting the Dots Between Data and Returns: Know What You're Filing

By Robert Dumas on Tue, Jan 04, 2022 @ 11:00 AM

Mechanics tell you that you can keep your car running best by checking the engine occasionally and keeping up with the recommended maintenance schedule. Sales tax is similar in that you need to monitor the process, adjust, and tune-up the process occasionally.

Topics: sales tax compliance sales tax filing
2 min read

Sales Tax Obligations for Manufacturers and Wholesalers, Part 2: Monitoring Nexus Thresholds on Sales From Your Own Website

By Robert Dumas on Thu, Dec 09, 2021 @ 11:00 AM

Wholesalers and manufacturers/distributors have some big advantages regarding sales tax compliance – but they can also have hidden obligations.

Topics: sales tax compliance sales tax filing
3 min read

Sales Tax Obligations for Manufacturers and Wholesalers, Part 1: Resale Certificates and Exemptions

By Robert Dumas on Thu, Dec 02, 2021 @ 11:00 AM

Many manufacturers, wholesalers, and distributors believe they have minimal sales tax obligations due to the likelihood of sales tax-exempt transactions. However, there are numerous pitfalls to be aware of.

Topics: sales tax compliance sales tax filing
2 min read

Ensuring Data Consistency

By Robert Dumas on Tue, Nov 30, 2021 @ 11:00 AM

When you look at the details involved in your sales tax compliance process – preparing and filing returns, updating the filing calendar, managing notices, monitoring nexus thresholds and on and on – it’s easy to see why you need to simplify the process wherever possible. One important factor is consistent, properly formatted data with the necessary data fields.

Topics: sales tax compliance sales tax audits sales tax filing
5 min read

Sales Tax for Subscription Boxes

By Robert Dumas on Thu, Sep 23, 2021 @ 11:00 AM

Over the past few years, subscription boxes have increasingly grown in popularity. This method of selling products delivers packages right to customers. Buyers sign up for regular delivery of everything from food, makeup, music, books, pet supplies, flowers, clothes and more. This industry has ridden the wave of e-commerce and the growing expectation among shoppers that much of what they want to buy can come right to their door.

Topics: sales tax compliance sales tax filing
2 min read

Why So Many Filing Frequencies?

By Robert Dumas on Tue, Sep 21, 2021 @ 11:00 AM

When attempting to manage your sales tax obligations across many different states, one of the first things to hit you will be the dizzying number of deadlines you must follow when filing sales tax returns. Due dates can include the 7th, 10th, 15th, 20th, 30th and the last day of the month.

Topics: sales tax compliance sales tax filing
2 min read

Prices, Shipping, Growth: New Trends in E-Commerce

By Robert Dumas on Thu, Sep 16, 2021 @ 11:00 AM

How much are consumers spending online, and what do merchants pay for shipping in relation to the overall revenue from those e-commerce orders?

Topics: sales tax compliance sales tax filing
2 min read

What you need to know: “Origin” vs. “destination” states

By Robert Dumas on Tue, Sep 07, 2021 @ 11:15 AM

In real estate they say, “Location! Location! Location!” Same is true for sales tax – except the word can have different meanings. 
For example, when it comes to sales tax, do you need to follow “destination-based” or “origin-based” rules?

Topics: sales tax sales tax filing
3 min read

The Growth of E-Commerce and Your Sales Tax Obligation

By Robert Dumas on Thu, Aug 26, 2021 @ 11:00 AM

Is it just your imagination or is e-commerce expanding every year?

Topics: sales tax compliance sales tax filing
3 min read

Marketplace Facilitators Create Their Own Sales Tax Obligations

By Robert Dumas on Tue, Aug 24, 2021 @ 11:30 AM

Amazon, eBay and Etsy are more than household names. In the world of sales tax, they’re major marketplace facilitators.

Topics: sales tax compliance sales tax filing
5 min read

What's New in Sales and Use Tax?

By Robert Dumas on Tue, Aug 03, 2021 @ 11:00 AM

There’s always something changing in the world of tax, especially sales tax. Here’s a review of some of the recent changes and updates. 

Topics: sales tax compliance sales tax filing
1 min read

Sales Tax Complexity Snapshot: Chicago

By Robert Dumas on Thu, Jul 29, 2021 @ 11:00 AM

Sales tax is complex for any business selling into multiple states. But there are specific states and jurisdictions that make it extra confusing for those trying to maintain compliance. One such location is Chicago, Illinois.

Topics: sales tax compliance sales tax filing
2 min read

Resale Certificates: What They Are and How to Use Them

By Robert Dumas on Tue, Jul 27, 2021 @ 11:00 AM

An exemption certificate is used to exempt an otherwise taxable transaction from sales tax. The most common exemption certificate is a resale exemption certificate (aka a resale certificate). In the absence of a valid resale certificate, an auditor is likely to assume the transaction was taxable. As a result, it’s critical for the seller to maintain copies of these resale certificates in the event of an audit. 

Topics: sales tax compliance sales tax filing
5 min read

Taking a Look at Sales Tax Exemptions and Why They're Important

By Robert Dumas on Thu, May 27, 2021 @ 11:00 AM

Taking advantage of sales and use tax exemptions can save your business money and headaches. But exemptions can be harder to secure in some states than in others.

Topics: sales tax compliance sales tax sales tax filing
4 min read

7 Steps to Make an Easy Transition to a New Sales Tax Outsourcing Provider

By Robert Dumas on Thu, May 20, 2021 @ 11:00 AM

We are approaching the three-year mark of the introduction of economic nexus and the South Dakota v. Wayfair decision.  In order to address their expanding sales tax obligation, many businesses decided to outsource the sales tax process and chose an “automated” solution. If you are one of these businesses, you may now realize that much of the sales tax process falls on your shoulders.

Topics: sales tax compliance sales tax filing
5 min read

Zero-Due Returns: What They Are and When You Have to File Them

By Robert Dumas on Thu, Apr 29, 2021 @ 11:00 AM

Suppose youre registered for sales tax in a jurisdiction because you have established sales tax nexus.  For various reason though, you don’t have any sales tax to remit.  You may think that because you haven’t collected any sales tax, you have no return to file. 

Topics: sales tax sales tax filing