Sales and Use Tax

State sales tax collection is an unfortunate but necessary part of doing business. When a business collects Sales & Use Tax, it is acting as a custodial of money that belongs to the state. Therefore, it is critical to treat this money separately and to ensure that you can pay your Sales & Use Tax liability. An important fact is that Sales & Use Tax dollars collected do not really belong to business owners. They are state dollars in the hands of businesses. Registering with each state individually, filling out redundant forms and spending hours online are NOT the best ways to spend your time. Although Sales & Use Tax dollars are so important to states, their websites are still antiquated and filled with complex jargon. If you sell to customers in states where you must collect Sales & Use Tax, having your registration in place can make compliance easier, ensure a smoother process and save you from future headaches. We can handle your registration, so that you can stay compliant with the state and focus your attention on the important things like running your business.

Requested Documentation

We will ask for the following information:

• Responsible person’s name
• Physical business address
• Business mailing address
• Responsible person's social security/taxpayer identification number
• Responsible person's contact information
• Business EIN number (we can get this for you, if needed)
• Business banking information

Responsible Person Explained

Each state has a slightly different definition of a responsible person. A responsible person is generally an important member of a business who is responsible for paying Sales & Use Tax when the business does not. Examples of responsible person(s) include owners, managers, people with check signing authority, etc. State rules determine who the responsible person is, so if you fit your state's description of responsible person, it is important to register as one with the state. Businesses can and do have more than one responsible person.

It is critical to understand duties as a responsible person since states are adamant about collecting money owed to them. An in-depth description of Responsible Person rules is available Here.

Unemployment Insurance

This registration is required for almost all business which have employees and pay wages. When you see state withholding, that refers to this. Filling out unemployment insurance, withholding and wage reporting paperwork can be confusing, but we'll walk you through it. We'll help you register with the state as an employer, so that you can stay compliant and avoid penalties. This will be an iterative process where we'll be communication with you the entire time since this process looks different for every business.

Requested Documentation (it's a lot, we know)

We will ask for the following information:

• Business name
• Business phone #
• Entity type
• Business EIN number (we can get this for you, if needed)
• Date of first wages in the State you are registering
• Date of first operations in the State you are registering
• Number of employees
• Whether you acquired this business from a business registered with the State
• Mailing address
• Physical address
• Books/Records Address
• Personal information for business owners, partners, and officers including
• Name
• Address
• Government ID number

Logistics of Information Collecting

Since there is so much information needed by the state, we will be in constant communication with you. It is critical to do this right since states place tremendous value on wage withholding.