Tax Exemption Guides
How to Properly Document Exempt Sales to Avoid Audit Penalties
How to document exempt sales for audit defense: evidence for each exemption type, Streamlined, Texas and New York certificate deadlines, cost of…
What Is a Private Letter Ruling (PLR) in Sales Tax Matters?
Sales tax private letter ruling explained: what a PLR is, how it compares with other guidance, Texas, California, New York and Illinois…
Sales Tax Rules for Membership Fees and Subscription Boxes
Sales tax on membership fees and subscription boxes: Texas gym memberships, New York club dues, discount memberships, mixed subscription boxes, prepayments and…
Are Trade-Ins Taxed? How Sales Tax Applies to Exchange Transactions
Sales tax on trade in items: how Texas, California and Michigan treat vehicle trade-ins, trade-ins for other goods, discounts vs rebates vs…
How to Calculate and Remit Local Sales Tax in Home-Rule States
Home rule states sales tax compliance: how self-collected local taxes work in Colorado, Alabama, Louisiana, Alaska and Arizona, central filing portals, and…
Selling on Shopify, WooCommerce, and BigCommerce: Sales Tax Setup Guide
Ecommerce platform sales tax setup guide for Shopify, WooCommerce and BigCommerce: what each tool does, fees, setup steps, test orders and an…
How to Deal with Sales Tax Penalties, Interest, and Notices
How to waive sales tax penalties and interest: penalties vs interest, Texas and California waiver rules, a step-by-step request process, accepted reasons…
Sales Tax Rules for Digital Goods and Software Licenses by State
Digital goods and software license sales tax by state: prewritten vs custom software, download vs physical media, maintenance and training, multi-state licenses…
What Is a Certified Service Provider (CSP) for Sales Tax Automation?
Certified service provider (CSP) for sales tax explained: what CSPs do, who gets free services in Streamlined states, liability protection, CSP vs…
How to Handle Sales Tax on B2B Wholesale Transactions
B2B wholesale sales tax exemption explained: resale and manufacturing exemptions, permit requirements for wholesalers, a certificate workflow, use tax on samples and…