Taxability Determination Options

Quick Reference Sales Tax T&E Chart (Taxable vs. Exempt)

Provides a summary answer chart for applying taxability across multiple states, but does not cover nuances that may change the answer.

Taxability Matrices

Provide a determination of the taxability with a more detailed look at specific products and services with descriptions, background information, and the tax code or other references.

Letter Rulings

Formal determinations from States or local jurisdictions when want a specific answer regarding taxability or obligations

Nexus Risk Analysis

Where do you have to register and collect sales tax or remit use tax?

Determine where sales tax Physical Presence Nexus or Economic Nexus thresholds have been or are close to being exceeded and triggering an obligation to register and collect sales tax.

Triggers include common physical presence triggers like a store front, inventory, leased goods or other assets employees or contractors living in or with activities in a State or local jurisdiction. Economic nexus triggers are typically lumped under the number of transactions and/or the sales volume, but other nexus triggers can include advertising, affiliates, intellectual rights such as users of software licenses and other digital services.

Many nuances go into determining nexus. States typically have their own nexus activities questionnaires with a host of very specific questions.

Our team can complete a comprehensive nexus risk analysis to determine your areas of proper compliance, if and where registrations are past due and an estimate of the tax, interest and penalties due by State if applicable.