Sales Tax Compliance Services
Sales tax compliance extends beyond completing and filing tax returns.
Sales tax compliance extends beyond completing and filing tax returns. When many clients approach Agile about getting assistance with their sales tax compliance, they are in the nascent or very early stages of considering their sales tax compliance obligations. If your company is further along in considering their sales tax compliance obligations, Agile can pick up at the appropriate step and help you to continue to move forward.
It's Time to Get Started!
Benefits of Agile's Comprehensive Sales Tax Compliance Solution.
Staying tax compliant is time-consuming and stressful – unless a sales tax expert is on your side.
Comprehensive sales and use tax compliance reporting
A full monthly review of transactions to successfully and timely file monthly, quarterly, semi-annual and annual tax returns.
Review monthly filings and correct errors
Our years of experience allow us to focus our attention on the problem areas. Sales tax software is great, but imperfect. Our specialists review all transactions manually to ensure compliance.
Stay abreast of current nexus thresholds and standards
We monitor your transactions to make sure you remain compliant with any sales and use tax obligations.
Monitor vendor invoices for sales tax overpayments and potential liabilities
In-depth knowledge of sales and use tax laws to identify transactions qualifying for exemptions or subject to use tax.
Proactively prepare for sales and use tax implications of major transactions
Your outsourced sales tax team will research applicable tax laws to keep you informed of the proper taxability of large purchases.
Support client through any state or local sales tax audits
Experienced sales tax consultants ready to assist. Eight hours of complimentary audit assistance provided to all compliance clients.
Agile's 5 Steps to Compliance Mastery
Agile has developed a five-step process of aligning your company’s tax and accounting systems with current sales and use tax laws to help it become and remain compliant with your ongoing sales and use tax collection, reporting and filing obligations.
Sales Tax Nexus Study
In the wake of the June 2018 Wayfair Ruling by the U.S. Supreme Court, many companies have been forced to re-evaluate their internal processes and procedures regarding sales & use tax and the current economic nexus thresholds. Since that time, we've helped hundreds of entities determine where they have nexus by evaluating their sales revenues and transaction counts. In addition, the pre-Wayfair standard of physical nexus must also be evaluated for any jurisdictions in which the company may have a physical presence.
Agile has developed a patented, real-time nexus study program that provides instant results. Now we have two ways we can assist you when it comes to determining whether your business has sales tax nexus in any U.S. states! Choose our traditional, manual study conducted by our team of sales tax compliance specialists or opt for an instant solution via our real-time nexus study.
Sales Tax Taxability Study
Once Agile has narrowed the scope of the states in which a company has nexus, Agile will then evaluate the company's mix of products and service offerings against applicable statutes, regulations, court decisions, and other case law to provide guidance as to whether tax needs to be collected on such sales.
Sales Tax Registrations or Voluntary Disclosure Agreements (“VDA’s”)
Based upon the results of the nexus study in Step #1, if the determination is made that your company is required to register, collect and remit sales tax in any jurisdictions where it is not currently registered, Agile provides two options for our clients depending on whether the client is merely required to begin sales tax collection going forward or whether the client needs to disclose and remediate prior sales tax liabilities.
Registrations versus VDA’s
We will quantify the historical exposure your company has which will enable you to make a fully informed decision about your liabilities, risks, and prospective compliance requirements. We will consult with you through the decision-making process and help you choose the most prudent path forward to sales tax compliance. At the end of the day, the choice clients make is driven primarily off their risk tolerance for a sales and use tax audit and the attendant risks and costs of potential prior sales tax liabilities, as well as the penalties and interest assessed by the jurisdiction on those liabilities.
For registrations, Agile will complete all required forms and documents so that all you have to do is have an officer sign the application. We’ll take it from there and handle the entire process delivering to you the required sales and use tax license or registration number as well as online access to the appropriate jurisdiction’s filing and payment portal. It’s a seamless and turnkey process.
For VDA’s, Agile will represent your company in all jurisdictions to preserve your anonymity as we discuss and negotiate with the relevant taxing authorities to reach voluntary compliance settlement agreements. We will process all documents, schedules and returns required by each jurisdiction. Benefits of VDA’s include waiver of all civil and criminal penalties, limitation of the look-back period, and enhanced control over the audit process, thereby minimizing exposure.
Sales Tax Rate Software Selection and Implementation
Agile is a partner with leading sales tax software providers Avalara, TaxJar, TaxCloud, and Thomson Reuters ONESOURCE because these sales tax software companies recognize that having an industry-leading sales tax expert like Agile helps prospective clients select the best option for their operations is key to matching their offerings with the right clientele. All are excellent solutions, but which is the best fit for your business depends upon a number of factors including the volume of sales, the mix of products sold by a taxpayer, and whether the taxpayer has additional needs outside of merely sales tax rate calculation.
Allow our years of firsthand experience with these valued partners to help you make this important selection. We can help facilitate an introductory call and will be there alongside you during implementation. If you already have your sales tax software solution, congrats! Then just skip ahead to Step #5.
Outsourced Compliance Filings
Once a company is registered for sales and use tax in states where it has nexus, Agile offers an ongoing outsourced compliance filing service. We're different from the software-only sales tax compliance solutions that exist in today's marketplace and have earned many clients who have come to us after first trying the software based automatic filing services and not being completely satisfied with their offerings. We have tax professionals reviewing and filing returns for all of our clients. We do use some internally-developed software as a key step in our process to help streamline and expedite portions of the process, but we have the additional checks-and-balances of a live, well-trained sales and use tax expert reviewing and signing off on our clients' returns. That feature is what our clients find essential and distinguishes our outsourced sales tax compliance filing service from our competitors in the sales tax compliance space.
Ongoing Outsourced Sales Tax Compliance Filings
The greatest opportunity – and biggest hurdle – lies in identifying the appropriate figures to be reported on sales tax compliance returns and getting those figures into the appropriate fields on each return. This is where we shine. Our greatest strength lies in reviewing and validating the data used to populate sales tax compliance filings. As a result of our sales tax consultants attention-to-detail and years of experience, we developed a comprehensive sales tax compliance outsourcing program.
We START with the numbers.
Superb problem solving and critical thinking skills paired with an avid attention-to-detail, enables the Agile sales tax consulting team to identifies accurate figures. After completing adequate prep work, populating and filing a sales tax return with optimal numbers is seamless. Knowing where the most likely areas for misapplication of jurisdictions rates is key. The software solutions in the marketplace cannot do so as accurately as a seasoned tax professional.
We PARTNER with your business
In-house tax departments spend the majority of their time devoted to compliance. Taxpayers without in-house sales tax assistance pass these important duties on to whomever is best suited or has time available to complete the filings. In these cases, we often find accounts payable staff, controllers or even CFO’s tasked with filing sales tax returns. At Agile, our sales tax consultants and compliance experts serve as a cost-effective extension of your business, saving valuable labor hours and allowing your in-house staff to to focus on their specialties and higher leverage initiatives.
We are the EXPERTS
The thought of making a sales tax compliance filing mistake is frightening. We provide businesses peace of mind, knowing their tax returns are in the hands of experts with years of industry experience. We file thousands of returns on a monthly basis. Rest assured, there is no challenge or problem in sales tax compliance that we haven’t seen and overcome before.
What Our Clients Say
Sales Tax Compliance FAQs
Sales tax compliance can be intimidating, but it doesn't have to be!
Latest Insights
Find the sales tax exemptions for your state
We’ve compiled state-specific research regarding the sales and use tax exemptions available in each state. You’ll also find helpful links to sales and use tax related content for each state revenue agency.
