Inputs from your team
- Sales and customer exports
- Exemption certificates and marketplace reports
- Prior workpapers and tax-engine exports
Maintain systems and cost data
Sales Tax Data Preparation Support
Compile sales, jurisdiction, marketplace, and exemption evidence into a review pack for the client’s qualified tax owner or adviser.
- 1Channel sales
- 2jurisdiction evidence pack
- 3adviser review.
The operating problem
Tax review slows when channel totals, ship-to fields, exemption records, marketplace reports, and ledger sales cannot be tied together.
The working scope
What the bookkeeper prepares
Use this list as a starting point, then match it to your systems, calendar, and approval matrix.
- 01
Compile taxable-sales data
- 02
Organize jurisdiction and exemption fields
- 03
Reconcile marketplace and direct-channel reports
- 04
Maintain filing-calendar inputs and evidence links
A reviewable handoff
Inputs become prepared outputs.
Named records and tangible deliverables make the role easier to scope, train, review, and improve.
Outputs for review
- Sales-tax data workbook
- Jurisdiction summary
- Marketplace reconciliation and missing-certificate list
Decisions stay accountable
Controls your team retains
Capacity should not blur authority. These decisions and approvals stay with the named client owner or qualified adviser.
- A qualified adviser determines nexus and taxability
- Registration and filing remain client-owned
- Rates, positions, payments, and authority responses require approval
A controlled start
The first week is for mapping and review.
Start with a representative sample before expanding access or volume.
Identify every channel and source system
Reproduce one prior-period data pack
Document gaps for tax-adviser review
Related workflows
Build the next connected scope.
Scope this workflow