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Accounting & Finance

Sales Tax / VAT / GST Filing

Indirect tax registration, calculation, and filing across major jurisdictions.

Overview

What we deliver

We handle sales tax, VAT, and GST registration, calculation, and filing so your indirect tax obligations stay current in every market.

We manage indirect tax compliance across US sales tax, UK and EU VAT, Canadian GST and HST, and Australian GST. Our team determines nexus and registration thresholds, sets up tax engines and exemption certificate handling, prepares returns, and files with the IRS state agencies, HMRC, CRA, and ATO on your schedule. We map products and services to the right tax codes, validate transaction data from your ERP or commerce platform, and reconcile collected tax to remitted tax each period. When jurisdictions change rates or rules, we update your systems and document the impact. We also support reverse charge, place-of-supply analysis, and digital services rules under OECD guidance. If you receive notices or are selected for audit, we respond on your behalf with full workpapers and supporting documentation. The goal is accurate, on-time filings that scale with your sales footprint.

Fit Check

Built for teams like yours

Who it's for

  • Ecommerce and SaaS companies selling across borders
  • Multi-state US sellers crossing economic nexus thresholds
  • UK and EU sellers managing VAT and OSS schemes
  • Canadian and Australian businesses with GST or HST obligations
  • Finance leaders facing growing indirect tax complexity

Pain points we solve

  • Uncertainty about where to register and collect
  • Missed filing deadlines and late payment penalties
  • Inaccurate tax codes on products and services
  • Backlog of exemption certificates
  • Notices and audits from tax authorities
What's included

Capabilities

Everything we cover in this engagement.

  • Nexus and threshold analysis
  • Registration with state, provincial, and national authorities
  • Tax engine configuration and code mapping
  • Exemption certificate management
  • Return preparation and filing
  • Reconciliation of collected to remitted tax
  • Notice response and audit support
  • Rate and rule update monitoring
How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Assess

Review sales footprint, products, and current registrations.

02

Register

File registrations in required jurisdictions.

03

Configure

Set up tax engine, codes, and exemption handling.

04

File

Prepare and submit returns on each due date.

05

Reconcile

Match collections to remittances and resolve variances.

What you get

Deliverables & outcomes

What you get

  • Nexus and registration roadmap
  • Tax code mapping by product or service
  • Filed returns and payment confirmations
  • Reconciliation workpapers each period
  • Exemption certificate library
  • Audit response files when needed

Outcomes you can expect

  • On-time filings in every registered jurisdiction
  • Accurate tax collection at point of sale
  • Lower penalty and interest exposure
  • Clean audit trail for collected tax
  • Confidence to expand into new markets
Timeline

ongoing monthly or quarterly cycle

Engagement

Monthly retainer, Project, Sprint

Tools we use

Avalara, TaxJar, Vertex, Xero, NetSuite

KPIs we track

filing on-time rate, notice volume, reconciliation variance, registrations active, penalty exposure

Client stories

What clients say

"

Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.

Marcus L.
"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.
FAQ

Frequently asked questions

Quick answers to the questions we hear most.

Do you handle US economic nexus tracking?
Yes. We monitor sales volume by state and advise when registration thresholds are crossed.
Can you file VAT under the OSS or IOSS schemes?
Yes. We register and file under One Stop Shop and Import One Stop Shop for EU sales.
What if we already received a tax notice?
We review the notice, prepare a response, and communicate with the agency on your behalf.
How do you manage exemption certificates?
We collect, validate, and store certificates with expiration tracking and renewal reminders.
Do you support digital services and SaaS rules?
Yes. We apply place-of-supply rules and digital services taxes where they apply.

Need help with sales tax, VAT, or GST?

Speak with our indirect tax team about your filings and exposure.