Sales Tax Guides

These in-depth guides, checklists, and assessment tools are designed to help you in your day-to-day and strategic sales and use tax work. They are free, printable, and available for you to download simply by sharing your email address. Click on the guide you’re interested in to learn more about the contents.

Sales Tax Registration Questionnaire

This Sales Tax Registration Questionnaire will provide you with an organized list of the information you need for registrations to make sure you cover your bases.

Sales Tax Administration Checklist

This Sales Tax Administration Checklist will provide you with a list of exactly what to address for sales tax in each potential scenario your business goes through.

State by State Exemption Certificate Guide

Better manage exemption certificate documentation for each state no matter if you are a seller or a customer with this free resource.

Nexus After Wayfair – What You Need to Know

Free resource to help you determine how and if you have sales tax nexus and how to set yourself to manage sales tax nexus.

Important Concepts in Sales Tax Administration

Free resource to help you solve your most common corporate sales and use tax challenges.

True Object Test Decision Diagram

Quick assessment tool that will help you determine which of your products and services are taxable…

Best Practices in Transaction Tax Systems Implementation

Learn the best practices in transaction tax systems implementation with this free resource.

No Excuses: Automation Advances Make Sales Tax Collection Easier for Everyone

Learn how sales tax automation has evolved and how to find the right system for your company.

Best Practices for Managing a Sales Tax Audit

Free whitepaper that will help you prepare for any sales tax audit that may come your way.