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Accurate & On-Time Filings Everytime

Or the penalties and interest are on us. As long as we get your data and funds on time, we indemnify our filings and white-glove service offering.

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Managed Filing & Remittance Process

An outsourced sales tax solution includes several important steps in order to achieve accurate
and timely filing & remittance, but often, some of the most pivotal steps are left for you to manage.
When you UPSOURCE your compliance process you get:

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Return Filing & Remittance

With our return preparation and filing service, we perform thorough data analysis and validation, prepare accurate tax returns, and execute the timely remittance of payments to the appropriate jurisdiction.

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Tax Calendar Management

We maintain and update your tax calendar as your business expands into additional/new state and local jurisdictions. This includes executing registrations and tracking/implementing filing frequency changes mandated by the jurisdictions. 

 

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Jurisdictional Correspondence

We stay on top of notices so you don't have to worry about changes in filing frequency or payment requirements, and we address and resolve deficiency notices.

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Penalty & Interest Indemnification

We file accurately and on-time, and if not, we cover the assoicated penalty and interest. You can rest easy knowing we've got your back every step of the way.

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Expertise & Oversight

Automation alone is not enough. Our approach combines our extensive knowledge with dedicated oversight along with our robust proprietary technology. It's a highly effective combination that lets you relax knowing your sales tax is in the best hands.

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Dedicated Support

We align each of our clients with a dedicated practitioner to provide ongoing support. We focus on service first.

 

Our proven process was created to ensure you receive a level up in compliance management.

  • Activate

    The first step in our process is to intimately get to know your business and your data.  This process will be managed through our Client Connexion portal and pair you with our activation team who will ensure all the right steps are in place for your dedicated practitioner to take over and take sales tax off your plate.

  • You send us the data

    TaxConnex Client Connexion provides a secure and easy-to-use portal to upload your prior months sales data to start your monthly compliance process.

    Click to learn more about Client Connexion

  • We process the data

    Your dedicated practitioner will review and process your data to create a Tax Liability Report (TLR). This report will provide a detailed account of each jurisdiction and the amount of tax liability owed that period. The TLR is designed to provide clarity and confidence in reconciling to your general ledger. 

  • You send us the funds

    Upon reviewing and approving the Tax Liability Report, all liabilities due will be sent to TaxConnex to remit on your behalf. The funds can be transferred to TaxConnex via ACH Debit, ACH Credit or Wire Transfer.

  • We file and pay your taxes

    Utilizing the funds you provided, we file and pay your tax liability out of our accounts. We ensure filings are done correctly and on time, removing the burden and liability off of you. 

  • We take care of the rest

    By removing the review of sales tax data files, the filing of individual returns and confirming all transactions have cleared, TaxConnex will own the process from start to finish. This includes managing notices, renewing sales and use tax business licenses, updating filing frequencies, questing irregularities in data and personally logging into all jurisdictions to ensure all compliance requirements are met. All of this plus 2 hours of ad-hoc support to manage all the little things that come up related to sales tax.

 

 

 

 

 

Let's Get Started!

We're more than an outsourced sales tax provider, we're an UPSOURCED solution, here to conquer the chaos of sales and use tax compliance. By blending an optimal mix of technology and innovation with a service-minded team of experts dedicated to providing order and oversight we've got your back when it comes to managing your sales tax compliance. 

Fill out the form to the right and we'll get in touch with you shortly!

TaxConnex doesn’t overcomplicate things for us, they simplify them. Being able to work closely with [a dedicated practitioner] rather than multiple individuals who don’t understand your business is very helpful. TaxConnex takes a lot of weight and worry off us.

Thanks to TaxConnex, our once 5-day process has been narrowed down to 5 hours, and this is despite us drastically increasing our registrations from the original 12 states to 44 states along with several Louisianna parishes and other local registrations. TaxConnex handled every new application and registration, that we grew into.

I would highly recommend TaxConnex to any size company, small or large. TaxConnex provides personalized services for a good cost value.

TaxConnex will register companies in different states for us. They'll handle the returns for us. They handle the payments for us, they will handle the notices. So it's a complete package as far as I'm concerned.

“Working with TaxConnex has been an amazing experience. Our relationship has allowed me to maintain my sales and use tax duties while also being able to tackle other projects without us having to hire an additional full-time employee to manage compliance and filings." 

Dotmatics_logo-svg Quote logos Conco profisee logo-1 TDS_Logo Quote logos Conco
Mercedes Collins, AR Specialist - Dotmatics
Lorin Welsh, Sales Tax Accountant - Conco Services
Dinah McQueen, Corporate Controller - Profisee
Cheryl Solaris, TDS
Lorin Welsh, Sales Tax Accountant - Conco Services