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Return Preparation and Filing

Full Service Support for Complete Peace of Mind

 

 

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. 

Ready to learn more?

Get in touch →

 

 

 

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Contact TaxConnex® Today.

Learn more about the TaxConnex® Difference, and how we help businesses like yours to reduce the stress and anxiety of managing sales tax. 

What Our Clients Have to Say

"Before partnering with TaxConnex, our process was completely manual with printed reports and online filing… We wanted to ensure we maintained compliance throughout our expansion while also transitioning our system to being completely paperless."

Lorin Welsh, Sales Tax Accountant
Conco Services

"With customers all over the United States, the sales tax issue was quickly becoming too complicated for us to manage. They were focused on us as well as registering, filing, and paying sales tax, plus they offered a fair price, so it just made sense to work with them."

Neal McAtee, CFO
WorthPoint

"We understood the array of benefits that using TaxConnex services would provide our team. Internally, the person who managed the majority of our sales tax process has been able to redistribute about 60% of their workload toward other key responsibilities within our department since outsourcing.”  

Jon Powell, Financial Controller
Tellermate
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Return Prep & Filing FAQs

  • Do I have to file a sales tax return if I didn't collect any sales tax?

    Yes, in many states. 
    If you are registered for a sales tax permit, many states require you to file a return even if no tax was collected during the reporting period. This is known as a zero-due return. Failing to file required returns, even zero-due, can result in penalties or notices from the state. 

  • What happens if I file a sales tax return late?

    Late sales tax filings can result in penalties, interest, and notices from taxing jurisdictions. Repeated late filings may also increase your audit risk or affect your filing frequency. Filing accurate returns on time is one of the most important parts of maintaining sales tax compliance. 

  • How often do sales tax returns need to be filed?

    It depends. Sales tax filing frequency is determined by each state and is generally based on the amount of tax your business collects.  Depending on the jurisdiction, businesses may be required to file monthly, quarterly, annually, or on another schedule. Filing requirements can also change over time. 


  • Can sales tax software prepare and file my returns automatically?

    Not completely. 
    Sales tax software can calculate tax and help prepare returns, but many businesses still need oversight to review data, resolve exceptions, reconcile reports, respond to notices, adjust filing deadlines, and ensure returns are filed accurately. Automation is an important part of the process, but it does not eliminate the additional effort needed to accurately file sales tax returns.