What this service is

Sales Tax compliance is a structured service that helps your business register, calculate, file, and document state and local sales tax obligations in a way that is defensible, repeatable, and aligned to how you sell. In the US, sales tax is state-driven (and often local-rate driven), and the risk usually comes from two places: expanding into new states without noticing you triggered obligations, and filing returns that do not reconcile to real sales data.

This service is designed to deliver:

• a clear, practical view of where you may have sales tax exposure

• a controlled registration plan by state (prioritised, not chaotic)

• a filing-ready returns workflow with reconciliation discipline

• marketplace and platform alignment (Shopify, Amazon, Stripe, etc.)

• an audit-ready evidence and recordkeeping pack

Who this is for

This service is a fit if you are:

• an e-commerce brand selling across multiple states

• a SaaS or subscription business unsure whether your product is taxable in certain states

• a services business with mixed taxable and non-taxable invoices

• a marketplace seller (Amazon, Etsy, Walmart, eBay) needing clarity on facilitator rules and what you still must do

• a company expanding into new states (inventory, employees, contractors, warehouses, drop-shipping)

• a foreign-owned US business onboarding with banks, payment processors, or enterprise customers requesting sales tax proof

• a business that received a state notice, questionnaire, or nexus inquiry

• a company behind on returns and needing a controlled catch-up plan

What “Sales Tax” means in practice

Sales tax compliance is not one task. It is a system:

• determining where you have filing obligations (nexus)

• determining what is taxable (product/service taxability, exemptions)

• registering correctly (and only when appropriate)

• collecting the right tax on the right transactions

• filing returns on time and reconciling reported numbers to actual sales

• maintaining documentation that survives review by states, banks, and counterparties

Key principle: the best outcome is not “register everywhere.” The best outcome is registering where you must, filing accurately, and keeping a defensible record trail.

Common risk triggers we help you control

Sales tax problems often appear after growth milestones. Typical triggers include:

• shipping into more states and crossing economic nexus thresholds

• storing inventory in third-party logistics (3PL) warehouses

• selling through marketplaces plus direct-to-consumer (DTC) channels

• drop-shipping arrangements with multi-state fulfillment

• adding affiliates, employees, contractors, or sales reps in other states

• moving to more complex product mixes (bundles, digital goods, services)

• mismatches between platform reports and what gets filed on returns

Benefits of structured sales tax compliance

• Lower notice risk: consistent filings with reconciliation reduce state questions

• Controlled expansion: you know what triggers new obligations before they surprise you

• Cleaner cash management: predictable filing calendar and payment planning

• Platform alignment: consistent handling across Shopify, Stripe, Amazon, accounting records

• Audit-ready posture: documentation discipline and evidence packs

• Better decision-making: clarity on where sales are profitable after tax and compliance cost

What we typically help you prepare

Depending on your business model, a Sales Tax package usually includes:

• nexus and exposure review (economic, physical, inventory, marketplace, operational triggers)

• taxability mapping (high-level categorisation of what you sell and common exemptions handling)

• registration roadmap (which states, in what order, with what effective dates)

• sales tax settings alignment across tools (checkout tax settings, product tax codes where applicable)

• filing calendar and returns workflow (who prepares, who approves, who pays)

• reconciliation framework:

  • gross sales to platform reports

  • taxable vs non-taxable segregation

  • tax collected to liability accounts

  • returns filed to accounting records

• documentation pack:

  • filed returns archive

  • registration confirmations

  • exemption certificates management approach (when applicable)

  • platform reports and reconciliation workpapers

Service workflow

1) Intake and scoping

We collect the minimum needed to classify your situation:

• entity type and where the business is registered

• sales channels (Shopify, Amazon, Etsy, wholesale, invoicing, Stripe links)

• states you ship to and where inventory is stored (including 3PL locations)

• product/service mix (physical goods, digital goods, SaaS, services, mixed bundles)

• current registrations, filing history, and any state notices

• tools used: accounting platform (often QBO), POS, tax engines, marketplaces

2) Nexus and marketplace review

We produce a practical exposure view:

• where obligations are likely triggered by sales and operations

• where marketplace facilitator rules may change what you collect and what you still must file

• where you may have legacy exposure (prior periods) that needs a catch-up strategy

• a prioritised action list by state

Outcome: a controlled “what to do first” plan, not a scattered reaction.

3) Registration plan and setup alignment

We implement registration in a disciplined order and align your systems:

• state-by-state registration support where applicable

• establish a filing calendar (monthly/quarterly/annual based on state assignments)

• align checkout and invoicing tax settings to avoid under-collection or over-collection

• define handling of exemptions and resale certificates if your model requires it

• set internal controls: who can change tax settings and who approves filings

4) Returns preparation and reconciliation

Each filing cycle we focus on accuracy and defensibility:

• pull platform reports and sales summaries

• reconcile sales totals and taxable sales to accounting records

• reconcile tax collected to sales tax payable accounts

• validate adjustments (refunds, chargebacks, discounts, shipping taxability differences)

• produce a submission-ready returns package with review notes and open items list

5) Recordkeeping and audit readiness

You receive a clean compliance record set:

• registrations and effective dates list

• filed returns archive and payment evidence

• reconciliation workpapers (so the numbers are explainable later)

• exemption certificate tracking approach (when applicable)

• an internal change-trigger list (what events require re-evaluating nexus)

6) Catch-up and notices support (when needed)

If you are behind or received notices:

• define a catch-up window and state priority order

• stabilise books and sales data for the affected periods

• prepare filing-ready packages and coordinate partner escalation when representation is required

Typical premium pricing

Pricing depends on number of states, filing frequency, sales channels, and data cleanliness.

• Nexus & marketplace exposure review (single entity, standard complexity): $1,500–$4,500+

• Multi-channel nexus review (DTC + marketplaces + 3PL): $4,500–$12,000+

• Sales tax registration support (per state): $750–$2,500+

• Returns preparation & reconciliation (per filing, per state): $450–$1,500+

• Multi-state monthly compliance (5–15 states, ongoing): $2,500–$12,500+ / month

• Catch-up filings (by period/state complexity): $2,500–$25,000+

• Notices and audit-prep document pack (with partners as needed): $1,250–$8,500+

Government fees and any third-party tax engine subscriptions are not included unless agreed.

Frequently asked questions

1. Do I need to register in every state where I have customers?
   Not automatically. Registration typically depends on nexus triggers and your specific facts. The goal is to register where you must, not everywhere.

2. If I sell through Amazon or marketplaces, do I still have sales tax obligations?
   Often the marketplace collects and remits in many states, but you may still have registration or filing duties depending on your broader activity, other channels, and state rules. We map this state-by-state to avoid assumptions.

3. What is the biggest risk in sales tax compliance?
   Two risks dominate: not registering when you should (under-collection and exposure) and filing returns that do not reconcile to real sales data (leading to notices and audit risk).

4. Can you handle Shopify and Stripe reconciliation for sales tax?
   Yes. Correct reconciliation is usually the core problem. We align platform reporting to accounting records and filing outputs.

5. What if I am already registered but filings are inconsistent?
   We stabilise the workflow: fix settings, reconcile tax collected to liability accounts, and rebuild a clean filing pack so future periods are consistent.

6. Do you advise on whether my product is taxable in a specific state?
   We provide a practical taxability mapping and compliance posture. Where deeper state-specific tax analysis is required, we coordinate partner support as appropriate.

7. How do you handle exemptions and resale certificates?
   We implement a controlled approach: define what must be collected, how it is stored, and how it links to transactions so the file is defensible.

8. Can you help if states contact me or send notices?
   Yes. We build a response pack based on your filings and records and coordinate partner escalation when representation is needed.

Why businesses choose Yudey

• Scope-first discipline: nexus and applicability reviewed before registrations multiply

• Reconciliation-driven filings: returns tied to platform and accounting reality

• Multi-state workflow: standardised calendar, approvals, and recordkeeping

• Platform competence: Shopify/Stripe/marketplace reporting aligned to compliance outputs

• Audit-ready documentation: clean workpapers and evidence trail

• Premium operating posture: controlled data handling, minimal friction, clear deliverables

Request Sales Tax support

Send: your sales channels, states you ship to, where inventory is stored (including any 3PL), and your current registrations/filing status. We will confirm exposure scope, propose a registration and filing plan, and set a repeatable compliance workflow with reconciliation and recordkeeping.