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Service IX

Sales & Use Tax Filing

Registration, collection, and filing handled across every state you do business in.

What's Included

Selling into multiple states usually means sales tax obligations you didn't sign up to track. We find out exactly where you owe, then keep every filing current.

  • Nexus review — where you're currently required to collect and file
  • Multi-state sales tax registration
  • Taxability review by product or service line
  • Exemption certificate collection and management
  • Filing calendar management across every state and frequency
  • Notice response if a state flags a filing question

How We Work

We start with a nexus review across both physical and economic presence — where you have people, property, or enough sales volume to trigger a filing obligation.

Once you're registered where you need to be, filings run against a master calendar we maintain per state, so nothing is missed as rates, rules, or thresholds change.

Our Standard for Handling Your Information

Sales tax filing means holding state portal credentials and exemption documentation for your customers. We keep that access tightly controlled.

  • Exemption certificates and state credentials stored in encrypted, access-controlled records
  • State portal logins protected and shared only with your assigned filer
  • Filing confirmations retained and available to you for every period, every state
  • Access limited to your assigned sales tax specialist
  • Secure portal for exemption certificates — never emailed as attachments
  • A written confidentiality commitment on every engagement
Not Sure Where You Owe?

A nexus review will tell you.

We'll tell you exactly where you need to be registered — before a state tells you instead.

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