Sales Tax Guided Help
Ideal For:
- Businesses with annual sales of $1M - $3M
Why Guided Nexus Study Service?
If you are the type of business that wants to take a hands-on approach but seeks a sales tax lawyer, CPA, or other professional in your corner to bounce questions off and review your work, our guided solution is the right tier for you. Our Guided Nexus Study service empowers you to evaluate your sales tax nexus status for your growing business while providing access to our sales tax team.
What You Get:
- Access to expert-designed tools: Full access to our DIY library of forms, videos, and guides.
- Expert Consultation: Discuss your unique situation with our team of sales tax lawyers, CPAs, or sales tax professionals. We help you through any confusion and check your work to make sure nothing obvious is missed.
- Expert Recommendation : Following our review of your unique recommendation, our team will validate your determinations and provide you with a cost-benefit analysis to assist you in deciding the next steps on your sales tax journey.
Fully Managed Helper
Ideal For:
- Businesses with annual sales of $3 MM - $5 MM.
Why Fully Managed Nexus Study Services?
Our managed Nexus Study Service is designed for businesses that need a dedicated team of sales tax professionals to oversee their nexus complexities from start to finish. If your business just wants to outsource your nexus study or you have an established business in multiple jurisdictions, our team does it all for you. Provide us with the data, and our sales tax team handles the rest.
What You Get
- Access to expert-designed tools: Still benefit from comprehensive library of forms, videos, and guides.
- Expert Consultation: Ongoing consultations with our sales tax professionals to address complex nexus triggers and work through the nuances of your business.
- Detailed Nexus Report: We provide a comprehensive nexus report that identifies where your business has obligations and outlines next steps. If you require voluntary disclosures, registrations and/or ongoing sales tax returns, Sales Tax Helper provides these services as well.
- Advantages of Our Fully Managed Nexus Study Service Include:
- Limit Distractions: Professional assistance manages the nexus study process, letting you focus on running your business.
- Reduced Administrative Burden: Managing nexus obligations in multiple states can overwhelm your internal team. By outsourcing this function to us, you free up valuable time and resources, allowing your staff to focus on core business activities.
- Avoid Costly Mistakes: Misinterpreting nexus rules or overlooking certain transactions can result in costly penalties, back taxes, and interest. Our experienced team minimizes these risks by ensuring accurate and thorough nexus assessments.
- Peace of Mind: With our Fully Managed Nexus Study Service, you can rest assured that your business is meeting its nexus obligations in every applicable jurisdiction. Our expert team handles the heavy lifting, giving you the confidence to focus on growing your business without worrying about compliance risks.
Enterprise Nexus Study Solution
Ideal For:
- Businesses with annual sales over $5 MM
- Complex industry issues
Why Enterprise Nexus Study Services?
Our Enterprise Nexus Solution is designed for businesses with complex, multi-jurisdictional operations, and unique industry challenges. This tier provides a fully customized approach to nexus determination, compliance strategy, and ongoing support.
What You Get:
- Customized Compliance Plan: We create a detailed, tailored strategy to address your unique nexus challenges across multiple jurisdictions.
- Dedicated Expert Team: Our sales tax professionals, including CPAs and former state auditors, provide ongoing support and insight into your nexus obligations.
- Nexus Report and Action Plan: We provide a comprehensive nexus report along with a step-by-step action plan to ensure your business remains compliant.
By choosing the right level of help, you ensure your business remains compliant without overburdening your internal team. Our DIY, Guided, Managed, and Enterprise Nexus Study solutions provide you with the flexibility and support you need to confidently manage your nexus obligations.
If you require additional consulting services, voluntary disclosure services, registration or returns assistance, Sales Tax Helper can help you with those as well!
How Our Sales Tax Nexus Study Programs Work
Our process is simple and tailored to your business’s needs. Unlike competitors who offer a one-size-fits-all approach, we provide flexible involvement to ensure your sales tax issues are addressed efficiently.
- Discovery & Planning
- Determine the level of assistance you need: DIY, Guided, Managed, or Enterprise. Typically, your sales volume, industry complexity, desired help level and budget will dictate this decision. Of course, if you are unsure, just contact us for more information.
- Resource Access
- All tiers include access to our comprehensive library of DIY tools, including forms, instructional videos, and detailed guides.
- Provide Us with Sales Data and Physical Presence
- By providing us with where you have a physical presence and your sales volume by period and by state, our tools will calculate and determine where you likely have sales tax nexus. We will also request your industry, product description and sample invoices, which will help us focus in on potential sales tax issues you may have in various states.
- Nexus Response Plan
- Once your nexus study is complete, we will deliver a detailed report outlining where your business has nexus and which transactions are taxable.
- For DIY and Guided tiers, we provide tools and guidance to help you take the necessary next steps independently.
- For Managed and Enterprise tiers, we collaborate with you to determine, strategize and implement the next steps
Learn More
Comprehensive Nexus Study Services
Navigating the complex landscape of sales tax compliance requires a clear understanding of where your business has an obligation to collect and remit sales tax. This process, known as determining sales tax nexus, is critical for businesses operating across multiple states. Our Nexus Study Services helps you figure out where you may have sales tax nexus by providing it with the tools, insights, and expert guidance needed to ensure you remain compliant with state and local tax laws.
By leveraging our team of national sales tax professionals, lawyers, and CPAs, you can confidently manage your nexus obligations while avoiding costly mistakes and penalties.
What is a Nexus Study?
A nexus study is a comprehensive analysis that identifies where your business has a legal obligation to collect and remit sales tax. Nexus is the connection between your business and a state that triggers this obligation. Determining nexus involves examining your business activities, both physical and economic, across various jurisdictions.
Without a clear understanding of where you have nexus, your business could be at risk of non-compliance, resulting in significant financial liabilities, penalties, and interest.
What is Sales Tax Nexus?
Sales tax nexus refers to the link between your business and a state that requires you to register, collect, and remit sales tax. Nexus can be established through:
- Physical Presence Nexus
- Your business has a physical presence in a state, such as a warehouse, office, employees, or inventory. For example, storing goods in a state or attending trade shows may create a physical nexus obligation.
- Economic Nexus
- Even without a physical presence, your business may trigger nexus by reaching certain sales or transaction thresholds. Many states have adopted economic nexus laws, requiring businesses with a significant volume of sales (typically $100,000 or 200 transactions annually) to register and collect sales tax.
Our nexus study service ensures that you identify both physical and economic nexus obligations across multiple jurisdictions, giving you a complete picture of your compliance requirements.
Why is a Nexus Study Important?
Determining where your business has sales tax nexus is essential to avoid non-compliance and reduce your risk of financial penalties. Here is why a comprehensive nexus study is crucial:
- Avoid Costly Penalties: Identifying nexus obligations early helps you avoid penalties, interest, and back taxes.
- Reduce Past Liabilities: Knowing how long you have had nexus and the amount of tax for the past can be critical in decision making. If you have years of past liability, it can often be reduced to 3 or 4 years, which can save you substantial amounts of money by eliminating stale periods. In other situations, voluntarily disclosing provides little benefit and its upside can be outweighed by the cost. We strive to create custom game plans for your business from a cost benefit and practical perspective. Without having that information at your disposal, it is nearly impossible to make good sales tax decisions for your business.
- Accurate Taxability Analysis: Understanding which transactions are taxable ensures you are collecting and remitting the correct amount of tax.
- Stay Competitive: By maintaining compliance with state tax laws, your business builds trust with customers and avoids disruptions in operations.
- Prepare for Audits: A detailed nexus report prepared by our sales tax professionals helps you stay audit-ready and minimizes your risk of errors.
Why is a Sales Tax Nexus Determination Complicated?
With over 12,000 taxing jurisdictions in the U.S., determining where your business has sales tax obligations can be overwhelming. Each state and local sales tax authority has its own set of rules, thresholds, and filing requirements.
Common triggers that can establish sales tax nexus include:
- Hiring remote employees in different states
- Having 1099, independent contractors in other states
- Storing inventory in third-party warehouses (e.g., Amazon FBA)
- Attending trade shows or conferences
- Reaching economic nexus thresholds
Our national sales tax professionals, including lawyers and CPAs, have extensive experience navigating these complexities. We ensure that your nexus study is accurate and complete, saving you time, money, and frustration.
Considering Sales Tax Help? Contact Our Nexus Study Professionals Today!
If your business operates across multiple states, it is essential to stay compliant with ever-changing sales tax nexus laws. Our national sales tax professionals are here to guide you through the process, ensuring you meet your obligations and reduce your risk of penalties.
Whether you are looking for tools to manage the process yourself, expert advice for specific steps, or fully managed support, our team of lawyers, CPAs, and sales tax professionals is ready to help.
Take control of your sales tax compliance today. Create a free a account to learn more about our Nexus Study Service and how we can help your business thrive!
