Sales & use tax services

Businesses that sell taxable goods or services may need to collect sales tax and report it to the state. Businesses that buy goods without paying sales tax may owe use tax instead.

AD Accounting prepares sales and use tax returns, assists with filing and helps with the records that support them.

• Retailers and other businesses that sell taxable goods or services
• Businesses that sell in more than one state and want to understand their obligations
• Owners who want sales tax tracked cleanly in their bookkeeping
• Businesses that need to catch up on returns that were not filed

Registering and filing

A state may require registration before a business collects tax, then regular returns on a set schedule.

Selling to other states

Where a business has an obligation to collect tax depends on each state’s rules. We help you review the question.

Exempt customers and sales

Some sales are exempt, and exemptions generally need supporting documentation.

Purchases without tax

Items bought without sales tax can create a use tax obligation.

1. Understand what you sell and where

   We start with your products or services, your customers and the states involved.

2. Review your records

   Sales tax collected and reported should agree with your books. We check how sales tax is tracked.

3. Prepare returns

   Sales and use tax returns are prepared for the periods that apply.

4. File and retain records

   We assist with filing and with keeping the supporting records.

Each state decides what is taxable, which exemptions apply, when a seller must collect tax, how often to file and what records to keep. A rule in one state may not apply in another.

AD Accounting does not assume that every specialized sales tax service is available in every state. Contact us with your states and situation, and we will tell you what we can help with.

Sales tax is easiest to report when transactions are recorded correctly as they happen. Our bookkeeping service can help set up that tracking.