Return Preparation and Filing

Automation has an important part in your compliance process, but for your filing and remittance, automation alone is not enough.

By UPSOURCING your sales and use tax obligations to TaxConnex®, you can trust that your filing and remittance is properly handled. By utilizing our proprietary tax platform, Connexion®, you get the perfect mix of automation and technology, combined with human oversight and expertise. 

It may seem like the simplest step in your compliance process, but there are plenty of missteps that can happen if someone is not carefully managing and overseeing each step. Often when an internal team is managing sales and use tax obligations it is just one part of their accounting and finance tasks to manage each month. And when that is the case, things can be missed, and more and more notices will start to arrive. 

When you work with TaxConnex, you gain a partner in sales and use tax management.

We partner each client with a dedicated practitioner to manage their processes and assist with their questions. No 1-800-waste-your-time calls here, you have a direct line to your practitioner to ensure you remain compliance

Our UPSOURCED Sales Tax Return Preparation & Filing Service manages the following for your business: 

• Data review and validation
• Return preparation and review
• Return submission (paper, Internet, or EDI)
• Payment remittance (check or electronic funds transfer)
• Notice prevention
• GL reconciliation
• Standard and custom reports
• Tax calendar management
• Jurisdictional Correspondence
• Ad hoc guidance, consulting, and support as needed

All delivered through our network of highly-skilled, CPA-trained Practitioners. 

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