News, Resources

Let’s be honest: seeing an official envelope from the Department of Revenue in your mailbox is enough to make anyone’s stomach drop. The word “audit” tends to conjure up images of scary agents in suits scrutinizing your every receipt with a magnifying glass. But here is the good news: audits aren’t usually random lightning strikes ... Read more

Trying to understand sales tax nexus can feel like you’ve been asked assemble a flat-pack wardrobe with instructions written in ancient hieroglyphics, all tied up with legal tape. What is this “nexus,” and why does your accountant keep mentioning it? In simple terms, nexus is a connection between your business and a state. If that ... Read more

The confetti has settled, the champagne flutes are washed, and you’ve likely broken at least one New Year’s resolution already. (Don’t worry, we won’t tell anyone about the gym membership.) But while personal resolutions can slide, business obligations—specifically sales tax compliance—cannot. January isn’t just about fresh starts; it’s about closing the books on the previous ... Read more

Ready to close out the year like a sales tax superstar? As the finish line approaches, most business owners and finance teams are buried in closing books and big-picture planning. But—let’s be real—sales and use tax compliance rarely gets a spot on the year-end “fun” list. Ignore it, though, and you could be in for ... Read more

Since the Supreme Court’s landmark South Dakota v. Wayfair decision, businesses can owe sales tax in states where they have never physically set foot. This concept, known as economic nexus, means that your sales activity alone can create a tax obligation. Every state sets its own economic nexus threshold, and crossing that line can trigger ... Read more

If you sell digital products, you might believe you’re exempt from sales tax. After all, with no physical inventory or shipping, it seems logical that sales tax wouldn’t apply. This is a common and costly myth. The rules for sales tax on digital products are complex and vary significantly from state to state, creating a ... Read more

Sales tax exemptions generally fall into three distinct categories, each with specific qualifications and applications across various jurisdictions. Entity-Based Exemptions  This applies based on “WHO” is making the purchase, focusing on the organization’s inherent status rather than specific purchases. Nonprofits and government agencies typically fall into this category, receiving broad exemption privileges. When an organization ... Read more

Learn what triggers sales tax audits, how far back they go, and proven defense strategies that have reduced assessments by 58%. Includes state-specific guidance and expert preparation checklist.

“Show me your exemption certificate and I’ll waive the sales tax.” These simple words can save your business or organization thousands of dollars annually. But what exactly is this “magic document,” and how can you get your hands on one? What Is a Certificate of Exemption? A certificate of exemption is an official document that ... Read more