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Sales Tax Filing

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Download your free Sales Tax Filing template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Sales Tax Filing' templateSales Tax FilingPrep: Sales Tax Preparation2 AutomatorsComplete this period's Sales Tax filing (run report, review, file and record payments)CompletedRun Sales Tax Liability ReportCompletedReview the Sales Tax Liability ReportCompletedFile and Pay sales tax return(s)CompletedRecord paymentsCompleted

If your client operates in a sales tax state of the United States, they need to collect, report, and pay sales taxes on the products or services that they sell.

This is the best practice process for helping them file and pay this sales tax. It covers steps to collect details, gather reports, and send it the client's state.

In the United States, forty-five states and Washington D.C. have a sales tax. This means that if your clients sell products that are taxable, they may be required to collect sales tax from customers in their state and any other states where they have sales tax nexus.

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  • .XLSX File