Sales tax filing checklist
Sales tax filings fail when jurisdictional totals and exemption certificates are missing. Standardize the request by period.
Documents (5)
- 1
Sales by jurisdiction
Totals by state, province or country, with tax collected.
- 2
Exemption certificates
Certificates for exempt customers, current and signed.
- 3
Marketplace reports
Reports from Amazon, Etsy or other marketplaces that collect tax.
- 4
Refunds and credits
Refunded transactions and credits issued during the period.
- 5
Purchase records
Purchases subject to use tax or resale certificates.
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Collect sales tax documents on schedule
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