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Separately Scoped Add-On
Sales Tax Filing
This add-on includes the preparation, filing, registration, and payment submission for applicable sales tax jurisdictions once filing requirements have been established.
How it works
From registration to filed return.
01
Registration directed by client or tax advisor
Nexus determinations are made by the client or their tax advisor. The Firm registers with each state as directed and maintains active filing status.
02
Returns prepared from client records
Sales tax returns are prepared from available transaction data and accounting records for each registered jurisdiction and filing period.
03
Returns reviewed and approved
Draft returns are submitted for client review and approval before filing. No return is filed without sign-off. Approval may be given each filing period or set in advance for routine filings.
04
Returns filed and payment submitted
After approval, returns are filed and payment is submitted through each state portal using the payment method connected to that state account.
How payment works
Once the return is approved, Brett J. Federer Accounting, APC submits any amount due through the applicable state portal as part of the filing process. The payment is made inside the same system used to file the return, so the amount due, payment destination, and saved banking information remain within the state portal.
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Brett J. Federer Accounting, APC does not store or access payment details outside that controlled system.
What's Included
State registration based on client direction
Filing calendar and due date tracking
Sales tax return preparation
Return filing through state portals
Payment submission through state portals
Filing confirmations retained for records
What's Not Included
Nexus determinations or nexus monitoring
Taxability, product classification, or exemption certificate determinations
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Sales tax audit defense or representation
Payment method setup in state portals
Refund claims or voluntary disclosure agreements
Penalties or interest resulting from late client approval
Returns are prepared from client-provided records, registrations, and tax treatment already established. Nexus, taxability, and exemption certificate determinations remain with the client or tax advisor.
Pricing
Separately scoped per engagement.
Each engagement is scoped and priced based on jurisdiction count, filing frequency, and transaction volume.
Scoping​
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Filing Frequency
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Registration
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Auto-Renews Monthly
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Availability
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Cancellation
Per client, per jurisdiction ​​
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Monthly​, quarterly, or annually
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Included
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Yes
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Active monthly clients only
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Anytime, no penalty
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