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Sales-tax support

Sales-tax numbers that tie back to the books.

Account-Flow prepares source-backed sales-tax reports and filing-ready packets. If you want us to submit the return too, filing is an optional add-on at $80–$200 per state filing where a sales-tax return is required.

Get filing price Review my sales-tax setup

Not just “tax due.” The packet explains why the number is right.

Sales-tax software can tell a seller what to file. Account-Flow’s lane is different: we reconcile the tax number back to the source activity behind the close — Shopify order tax lines, marketplace-collected tax, seller-collected tax, payouts, deposits, and the sales-tax payable balance.

The monthly reporting layer gives the client a clean, review-ready packet. Actual portal filing is available when requested, but it is billed separately per state filing so the base package does not become unlimited compliance labor.

Included in packet

Reporting + reconciliation

  • Order tax-line summary by state and period
  • Marketplace-collected vs seller-collected tax split
  • Payout/deposit tie-out where source data supports it
  • QBO sales-tax payable review and variance notes
  • Filing-ready state packet with exceptions called out
Optional add-on

We file it for you

$80–$200

Per state filing, depending on state complexity. Only offered where a sales-tax return is required.

See state pricing →
Separate scope

Not bundled into filing

  • Registrations, portal setup, or access recovery
  • Backfilings, amended returns, notices, or audits
  • Complex product-taxability or exemption research
  • Payment-method changes or funding problems
  • States with no sales-tax return obligation
Review

What we check before a filing

  • Registered states, filing period, and filing frequency
  • Marketplace-collected tax versus seller-collected tax
  • Gross sales, taxable sales, exempt sales, and collected tax
  • Sales-tax payable balance compared to the filing packet
  • Missing source reports or data issues that could make the return unsafe
Output

What the client gets

  • Sales-tax summary by state and filing period
  • Source-backed filing packet and exception list
  • Optional filed return confirmation/PDF saved to records
  • Payment/remittance confirmation recorded when available
  • Clear next-step note if a state, portal, or data issue blocks filing

Filing add-on

Per-state filing prices.

These prices apply per state filing/period after the sales-tax packet is ready. No standard filing is offered in states with no sales-tax return obligation.

Simple filings

$80

CT, DC, IN, KY, ME, MD, MA, MI, NJ, RI, VT

Standard filings

$95

AR, GA, HI, IA, KS, MN, MS, NE, NV, NC, ND, PA, SC, SD, UT, VA, WV, WI, WY

Moderate review

$120

FL, ID, NM, OH, OK, TN

Complex state filings

$150

CA, IL, MO, TX, WA

High-complexity filings

$175

AL, AZ, NY

Local-heavy filings

$200

AK, CO, LA

No standard statewide sales-tax filing: DE, MT, NH, OR. We do not sell a filing add-on there unless a specific local or special tax obligation exists.

Process

How Account-Flow runs sales-tax support.

1.Confirm filing setupWe verify the registered states, filing frequency, period due, portal access, and source reports.
2.Reconcile tax collectedWe separate marketplace-collected and seller-collected tax, then tie the numbers to orders, payouts, deposits, and books.
3.Prepare the filing packetWe build a state-ready workpaper with gross sales, taxable sales, exemptions, tax collected, and open exceptions.
4.File if requestedIf filing is added, we submit through the state portal, save confirmations, and record payment/remittance details.

Questions

Common questions before you start.

Is filing included in monthly Account-Flow packages?

No. The source-backed reporting and filing packet can sit inside the sales-tax/reconciliation layer, but actual state submission is an optional add-on priced per state filing.

Why is filing priced separately?

Each state can require different portal steps, schedules, local details, and review effort. Pricing it per filing keeps the base monthly package clean and fair.

Do you file in no-sales-tax states?

No. If there is no sales-tax return obligation, there is nothing to file. We only quote those states if a specific local or special tax obligation exists.

Can another advisor still review before filing?

Yes. We can prepare the packet for owner/advisor review, then either stop there or submit after approval if filing support is added.

Clear next step

Want the packet only, or do you want us to file it too?

Start with a sales-tax setup review. We’ll identify the registered states, filing cadence, source reports, and whether any return is ready for the optional $80–$200 per-state filing add-on.

Get filing price Book sales-tax review