Accurate sales tax calculations, clean filings, and on-time payments—delivered by an offshore team that fits your workflow and helps you stay compliant across jurisdictions.
This keeps control where it belongs, while removing execution bottlenecks.
Sales tax calculation support based on location, product types, exemptions, and your process
Return preparation and filing support (state portals and required schedules as per your workflow)
Liability tracking and payment-ready summaries for timely remittance
Sales tax reconciliation aligned to accounting records (sales, tax collected, liability accounts)
Exemption certificate organization and documentation support
Multi-state filing trackers, calendars, and status reporting
Notice support packs (document pull, summaries, draft inputs for your review)
Client communication and advisory conversations
Final nexus determinations, registrations strategy, and sign-off
Reviewer decisions on positions, exceptions, and material judgments
Engagement scope, pricing, and relationship management
We confirm filing states, frequency, revenue channels, product taxability rules, exemptions, and your review standards.
We set up role-based access, trackers, calendars, and a clean documentation structure.
We prepare calculation workpapers, draft returns, and build a clear support pack for reviewer sign-off.
We turn comments quickly, keep change logs clear, and maintain version control.
We support portal filing, payment-ready summaries, and reconcile results back to accounting records.
Tailored sales tax calculations considering location, product types, and exemptions
Clear workpapers that show how the number was derived
Exception lists for reviewer attention (rate changes, unclear taxability, missing exemptions)
Return preparation support by state and filing frequency
Portal-ready schedules and reviewer-ready support packs
Documentation of inputs, adjustments, and filing confirmations
Clean trackers so your team knows what is filed, pending, or blocked
Payment-ready liability summaries by jurisdiction and period
Guided support for timely remittance using streamlined online payment steps
Confirmation capture and documentation for the file trail
Regular reconciliations aligning sales tax data with accounting records
Tie-outs for tax collected vs tax payable vs payments made
Proactive discrepancy spotting to reduce notice and audit risk
Accurate workpapers, confirmations, and reconciliations reduce the usual back-and-forth.
Sales tax works best as a system: calendar, process, file trail, and consistent execution.
We track filings across states and periods so nothing falls through gaps.
We operate with controls designed for CPA firm expectations and sensitive client data.
Sales tax data includes sensitive revenue and payment information, so security is built into how we operate. We follow secure access principles, controlled data handling, and process discipline aligned to CPA firm expectations.
(If you want, we can share our security overview during the fit call.)
We’ll review your clients’ filing footprint, data sources, tools, and where the bottlenecks are.
You get a breakdown of what we handle vs what stays with your firm, plus a filing calendar and documentation approach.
We start with a defined set of states or client group, then expand once the workflow is stable.
Yes. We support multi-state return preparation, filing trackers, and reconciliations. Your firm retains final nexus and registration decisions.
Yes. We prepare notice response packs and audit support documentation for your team to finalize.
Yes. We organize exemption documentation and maintain workpapers that make review easier.
We operate with a security program aligned to CPA firm expectations, supported by SOC 2 (applied), ISO 27001 (certified), and GDPR (applied) controls.
BDO Alliance USA is among the industry’s largest associations of accounting and professional service firms. With more than 800 independent Alliance firm locations, the Alliance represents nearly every state and includes a comprehensive range of services.
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