The start of a new year brings new sales tax obligations. With rate changes, shifting nexus rules, and new products and channels, growing businesses need a repeatable compliance process rather than a last-minute scramble.
1. Review where you have nexus
Review prior-year sales state by state, check for physical presence from offices, employees, or inventory, and use real-time monitoring to catch new obligations as they develop.
2. Register where required
Prioritize states where you crossed a threshold but have not registered. Confirm existing registrations are active and business details are current.
3. Classify every product correctly
Review new and existing products, paying special attention to digital products, SaaS, subscriptions, shipping, and other categories where taxability differs by jurisdiction.
4. Update collection and exemption workflows
Verify current rates in every sales channel, test checkout for different locations and products, and review exemption certificates for completeness and expiration dates.
5. Reconcile and prepare for filing
Compare tax collected with amounts reported, separate marketplace-facilitated sales from direct sales, and maintain a calendar of every filing and payment deadline.
6. Stay ahead of notices
Consolidate correspondence from tax authorities, respond promptly to registration and filing requests, and track renewals for permits that require periodic updates.
Automate the repetitive work
Manual compliance consumes time across nexus tracking, classification, reconciliation, and filing. Kintsugi monitors exposure, supports registration, handles product taxability, and automates filing and remittance so finance teams can focus on growth.
