Editor's Pick
The Chief Financial Officer (CFO) Guide to Sales Tax Automation: What to Evaluate Before You Buy
Choosing sales tax automation software? Get the CFO framework for evaluating vendors, comparing top platforms, and avoiding costly mismatches.
Nexus Study ROI: When to Commission One and What It Should Cost
A nexus study is one of those expenses that's easy to postpone, since it doesn't produce revenue and it can feel like paying to find out about a problem you'd rather not have. But delaying one doesn't make the underlying exposure smaller. It just means you find out later, usually from a state instead of from your own review.
Are Manufacturing Exemptions Being Left on the Table? A State-by-State Guide
Nearly every state with a sales tax offers some version of an exemption for equipment, machinery, or materials used in production, but what qualifies and what documentation is required differ enough state by state that many eligible businesses either miss the exemption entirely or claim it incorrectly and expose themselves at audit.
When to Refer a Client Out for Sales Tax Help: A Guide for Accountants
Sales tax is specialized enough that not knowing when to refer out can cost a client more than the referral itself. New states without a nexus review, any notice from a state, or meaningful exemption certificate volume are all signs a client's situation has moved past general accounting expertise. Catching it early is the difference between flagging a problem and inheriting one.
Consumer Use Tax: The Self-Assessment Obligation Most Companies Ignore
Use tax is the same obligation as sales tax, just running the other direction, and it's entirely self-reported. If a vendor didn't charge you tax on a purchase, that doesn't mean the purchase was exempt, it usually just means the vendor had no obligation to collect in your state. Auditors know this gap exists, which is why purchase records get reviewed right alongside sales records.
Texas Sales Tax Audit: What to Expect and What to Do Next
Texas audits move fast and reward preparation over improvisation. The standard four-year lookback disappears entirely if a return is unfiled, fraudulent, or underreported by 25 percent or more, and a few problem transactions in the auditor's sample period can get projected across your whole audit window. If you've received a notice, the time to get your exemption certificates in order was before fieldwork started.
Drop-Shipping and Third-Party Fulfillment: The Sales Tax Traps in Your Supply Chain
Drop-shipping means two transactions, not one, and each can be taxed differently. Your supplier's nexus can create exposure even when yours is clean, and a missing or expired resale certificate can leave you paying tax twice on the same product. Most drop-shippers don't find out until a state does first.