Check where I need to collect sales tax
Map out which states or regions you may need to collect sales tax in, based on where you sell and ship, with questions to confirm with a tax pro.
The prompt
Act as a small business bookkeeper who explains sales tax in plain language. Help me understand where I might need to collect and file sales tax. My business and what I sell (products, services, digital goods): [DETAILS] Where my business is based: [STATE/COUNTRY] How I sell (in person, online store, marketplaces like Amazon or Etsy): [DETAILS] Where my customers are, with rough yearly sales and number of orders per state or region: [LIST] Where I currently collect sales tax, if anywhere: [LIST or "nowhere"] Any warehouses, staff or inventory outside my home state: [DETAILS or "none"] Give me: 1. A plain-language explanation of physical presence and economic nexus as it applies to my situation. 2. A table of each state or region I listed, with whether I might have an obligation, why, and how confident you are. Mark anything you're unsure of [CONFIRM WITH A TAX PROFESSIONAL]. 3. Which of my products or services are commonly taxed or exempt, flagged as general guidance only. 4. A short checklist of next steps (registering, collecting, filing schedule) in the order I should do them. 5. Five questions to ask my accountant. Do not state current dollar thresholds as fact; tell me to check each state's official site, because thresholds change.
Replace every [BRACKETED] part with your own details before sending.
How to use it
Pull a sales-by-state report from your store or payment processor before you start. Treat the answer as a map of what to check, not a final ruling: thresholds and rules change, so confirm with each state's revenue department or your accountant before registering.
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