Tax Filing Platform
General ledger, ap and ar and bank reconciliation, in one system.
Multi-jurisdiction, auto-calculation, e-filing
Explore the specification
NearestThresholdPct >= 80StatusApproachingTripped
Pending
- EC-37960 CUS-009 4 d
- EC-66726 CUS-154 9 d
- EC-97544 CUS-231 2 d
- EC-76770 CUS-002 8 d
- EC-68745 CUS-202 8 d
EC-37960
- Customer
- CUS-009
- State
- STT-956
- CertType
- ResaleStreamlined
- IssuedDate
- 13 Sep
- ExpirationDate
- 17 Sep
Approval conditions.
Draft
- TF-14484 TP-7692
- TF-12099 TP-5083
- TF-93094 TP-1741
- TF-76898 TP-6864
- TF-84473 TP-5654
TF-14484
- TaxPeriod
- TP-7692
- State
- STT-573
- GrossSales
- 1,925.19
- TaxableSales
- 40,754.32
- TaxCollected
- 47,002.24
Submission waits for the tax director.
StatusPendingSent
StatusOpenPreparedForFilingDueDate BETWEEN todaytoday + 14 days
ValidatedExpirationDate BETWEEN todaytoday + 60 days
| Certificate Number | Customer | State | Cert Type | Expiration Date |
|---|---|---|---|---|
| EC-56444 | CUS-079 | STT-325 | ResaleStreamlined | 08 Sep |
| EC-23828 | CUS-238 | STT-713 | ResaleStateSpecific | 21 Sep |
| EC-53601 | CUS-124 | STT-534 | Manufacturing | 19 Sep |
| EC-56856 | CUS-006 | STT-407 | Nonprofit501c3 | 23 Sep |
| EC-93303 | CUS-093 | STT-187 | Government | 27 Sep |
| EC-20124 | CUS-174 | STT-267 | AgriculturalUse | 14 Sep |
StatusNoticeInProgressProposedAssessmentUnderProtest
| Audit Number | State | State DOR | Examiner Name | Period Start |
|---|---|---|---|---|
| ADT-68110 | STT-661 | SD-248 | Examiner 177 | 25 Sep |
| ADT-83522 | STT-114 | SD-143 | Examiner 998 | 09 Sep |
| ADT-81096 | STT-154 | SD-291 | Examiner 289 | 09 Sep |
| ADT-32451 | STT-849 | SD-712 | Examiner 294 | 24 Sep |
| ADT-78210 | STT-913 | SD-210 | Examiner 309 | 17 Sep |
| ADT-15674 | STT-566 | SD-202 | Examiner 663 | 12 Sep |
Variance
| Transaction Number | Marketplace | Marketplace Order Ref | Txn Date | State |
|---|---|---|---|---|
| MFT-24550 | Amazon | MOR-383 | 09 Sep | STT-929 |
| MFT-49068 | eBay | MOR-789 | 05 Sep | STT-677 |
| MFT-84477 | Etsy | MOR-342 | 12 Sep | STT-283 |
| MFT-59845 | WalmartMarketplace | MOR-221 | 06 Sep | STT-772 |
| MFT-74620 | Other | MOR-559 | 28 Sep | STT-250 |
| MFT-23608 | Amazon | MOR-434 | 09 Sep | STT-675 |
ChangedAt >= today − 90 days
| Jurisdiction | Product Tax Code | Old Rate | New Rate | Effective From |
|---|---|---|---|---|
| TJ-2618 | PTC-7421 | 280 | 460 | 27 Sep |
| TJ-9212 | PTC-7957 | 390 | 880 | 17 Sep |
| TJ-9524 | PTC-5975 | 790 | 550 | 10 Sep |
| TJ-6316 | PTC-9009 | 840 | 440 | 21 Sep |
| TJ-8152 | PTC-8475 | 920 | 30 | 26 Sep |
| TJ-4130 | PTC-6394 | 320 | 490 | 27 Sep |
TxnDate = today
| Transaction Number | Txn Date | Customer | Invoice Ref | Dest Jurisdiction |
|---|---|---|---|---|
| TT-91290 | 16 Sep | CUS-163 | IR-288 | TJ-2271 |
| TT-84517 | 13 Sep | CUS-210 | IR-232 | TJ-6346 |
| TT-77311 | 16 Sep | CUS-183 | IR-273 | TJ-7534 |
| TT-30323 | 20 Sep | CUS-001 | IR-289 | TJ-6024 |
| TT-77798 | 14 Sep | CUS-065 | IR-896 | TJ-2502 |
| TT-87185 | 05 Sep | CUS-064 | IR-241 | TJ-8027 |
StatusOpenPreparedForFilingnext 30 days
| Period Code | State | Filing Frequency | Period Start | Period End |
|---|---|---|---|---|
| PC-860 | STT-240 | Monthly | 21 Sep | 26 Sep |
| PC-502 | STT-655 | Quarterly | 10 Sep | 16 Sep |
| PC-744 | STT-489 | Annual | 29 Sep | 01 Oct |
| PC-277 | STT-218 | Monthly | 15 Sep | 21 Sep |
| PC-702 | STT-564 | Quarterly | 24 Sep | 29 Sep |
| PC-820 | STT-747 | Annual | 28 Sep | 04 Oct |
Late
| Period Code | State | Filing Frequency | Period End | Due Date |
|---|---|---|---|---|
| PC-448 | STT-215 | Monthly | 29 Sep | 02 Oct |
| PC-207 | STT-245 | Quarterly | 24 Sep | 27 Sep |
| PC-760 | STT-216 | Annual | 08 Sep | 16 Sep |
| PC-796 | STT-462 | Monthly | 25 Sep | 30 Sep |
| PC-765 | STT-848 | Quarterly | 21 Sep | 27 Sep |
| PC-374 | STT-870 | Annual | 18 Sep | 21 Sep |
Illustrative records generated from the specification. Explore the views to inspect the planned operating model.
Built for your team.
Controllers and finance teams who close on time and can show their work.
- Defined tables
- 22
- Operational views
- 12
- Defined roles
- 6
- Reports
- 8
Defined in the planned system specification.
What’s inside.
Multi-jurisdiction, auto-calculation, e-filing
General ledger
Chart of accounts, journals and dimensions
AP and AR
Bills, invoices, payments and aging
Bank reconciliation
Statements matched to the ledger
Period close
Checklists, accruals and lock
Budgets
Plans, versions and variance
Reporting
Statements, packs and drill-down
Workflow handoff
Period close
General ledger, ap and ar and bank reconciliation, in one system.
Start now- 01Accruals
- 02Reconcile
- 03Review
- 04Post
- 05Report
Built for your team
Filing NumberTax PeriodStateGross Sales
Tax Director
The owner of the tax function. Signs off TaxFilings before e-file submission, manages NexusFootprint declarations (opening a new state, closing a discontinued one), oversees Audits end-to-end, and is the named approver on TaxPayments above a threshold.
Transaction NumberMarketplaceMarketplace Order RefTxn Date
e Bay
Tax Analyst
The day-to-day operator. Validates ExemptionCertificates, prepares TaxFilings, runs the marketplace-facilitator reconciliation, posts UseTaxAssessments, and assembles AuditEvidence on Tax Director request.
Transaction NumberTxn DateCustomerInvoice Ref
AR Clerk
Read-only consumer. Sees the tax computed on the invoices the clerk's team cuts. Surfaces tax issues to the Tax Analyst when a customer disputes a calc.
JurisdictionProduct Tax CodeOld RateNew Rate
Auditor
Read-only with full audit trail visibility. Internal audit, external CPA firm, or counsel preparing for a State DOR examination. Sees everything in read mode including the audit trails (RateChangeHistory, ExemptionCertificateAudit, AuditEvidence).
Viewer
Executive read-only. Sees aggregate dashboards and rolled-up reports — never per-customer or per-cert detail.
Reports and dashboards
Explore what each report measures and the records behind it.
Sales Tax Liability by State
Per State, the period-to-date GrossSales, ExemptSales, TaxableSales, TaxCollected, MarketplaceFacilitatorOffset, and net TaxOwed. Drills into Jurisdiction (county / city / special district) and into the per-TaxableTransaction grain. The Tax Director's daily landing report.
Nexus Exposure Heatmap
Per US state, a color-coded heat map of NexusMonitoring.NearestThresholdPct (green under 60%, yellow 60–80%, orange 80–99%, red 100%+). Surfaces the next state likely to require registration and the velocity of approach. Drills into the trailing-12-month TaxableTransactions trend per state.
Filing Calendar
Forward 90-day view of every TaxPeriod across every state with a NexusFootprint, sorted by DueDate. Shows FilingFrequency, the assigned filer, and the period-to-date TaxCollected. The Tax Analyst's scheduling backbone.
Exemption Certificate Coverage
Per Customer per State, which CertType is on file and ExpirationDate. Surfaces exempt customers without a current cert (a tax exposure if audited) and customers with expired certs that need renewal outreach.
Marketplace vs. Direct Tax Collection
Per State per Period, the split between MarketplaceFacilitator- collected tax and the company's own direct-collected tax. Helps Tax Director understand the true direct-channel tax exposure and the offset to expect on each filing.
Filing History & Confirmations
Per State, the trailing-24-month TaxFilings grid with FiledAt, ConfirmationNumber, TaxOwed, paired TaxPayments.PaidAt and ConfirmationNumber. The audit-prep ledger.
Audit Case Summary
Active and recently closed Audits with State, Period scope, Status, AssessedAmount, AdjustedAmount, SettledAmount, days-since-NoticeDate, and AuditEvidence count. The Tax Director's case ledger.
Rate Change Audit
All RateChangeHistory rows in the trailing 12 months with Jurisdiction, ProductTaxCode, OldRate, NewRate, EffectiveFrom, and Source. The Auditor's reference for "what rate did we apply on TxnDate X."
One connected workspace
Filing Calendarlist
Forward 90-day view of every TaxPeriod across every state with a NexusFootprint, sorted by DueDate. Shows FilingFrequency, the assigned filer, and the period-to-date TaxCollected. The Tax Analyst's scheduling backbone.
| Period Code | State | Filing Frequency | Period Start | Period End |
|---|---|---|---|---|
| PC-860 | STT-240 | Monthly | 21 Sep | 26 Sep |
| PC-502 | STT-655 | Quarterly | 10 Sep | 16 Sep |
| PC-744 | STT-489 | Annual | 29 Sep | 01 Oct |
| PC-277 | STT-218 | Monthly | 15 Sep | 21 Sep |
- Open
- PreparedForFiling
- Filed
- Paid
- Late
- Closed
- PeriodCode
- PC-860
- State
- STT-240
- FilingFrequency
- Monthly
- PeriodStart
- 21 Sep
- PeriodEnd
- 26 Sep
- DueDate
- 28 Sep
ownerTax Analyst
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections follow the authored specification.
Controls and automation
System checks
tax-rate-update — scheduleTrigger monthly first business day → diffs State DOR + Avalara feeds against TaxRates, writes new rows + RateChangeHistory.
nexus-threshold-monitor — scheduleTrigger daily 03:00 → updates NexusMonitoring rollups, alerts at 80%, escalates at 100%.
exemption-cert-validation — appEventTrigger on ExemptionCertificates.record.created → validates and flips Status: Pending → Validated or Rejected, writes ExemptionCertificateAudit row.
exemption-cert-expiry-warning — scheduleTrigger daily 06:00 → tiered reminders T-60 / T-30 / T-7 before ExpirationDate, auto-flip to Expired at T-0.
transaction-tax-calc-on-invoice — appEventTrigger on cross-app Invoices.line.created from fin-invoicing-ar → resolves jurisdiction + product tax code + exemption + rate stack, writes TaxableTransactions, returns TaxAmount to the invoice.
filing-due-reminder — scheduleTrigger daily 06:00 → tiered reminders T-14 / T-7 / T-2 before DueDate, auto-flip Open → Late at T-0.
filing-prep-export — appEventTrigger on TaxPeriods.Status: Open → PreparedForFiling → aggregates TaxableTransactions, generates TaxFilings + TaxFilingLineDetails + state-specific export file.
marketplace-facilitator-recon — scheduleTrigger monthly 5th business day → pulls Amazon / eBay / Etsy / Walmart MP reports, writes MarketplaceFacilitatorTransactions, computes the per-state offset for the next filing.
use-tax-self-assessment — scheduleTrigger monthly → reads fin-accounting vendor bills with no sales tax, writes UseTaxAssessments per the home state's use-tax rules.
audit-trail-snapshot — appEventTrigger on Audits.record.created → snapshots every in-scope TaxableTransactions / TaxFilings / TaxFilingLineDetails / TaxPayments / ExemptionCertificates / ExemptionCertificateAudit row into an AuditEvidence package. Integrations: inbound from fin-invoicing-ar (Invoice headers and lines for tax calculation, ship-to addresses, customer master mirror), fin-accounting (vendor bills for use-tax assessment), the State Departments of Revenue (rate publications, registration confirmations, e-file acknowledgements), the Avalara rate feed, the marketplace platforms (Amazon Marketplace Tax Documents, eBay 1099-K, Etsy state breakdown, Walmart MP) for the marketplace-facilitator reconciliation, and the document store for ExemptionCertificate uploads. Outbound to fin-accounting (Tax Payable journal entries on each filing — Dr SalesTaxCollected liability, Cr Cash on payment), the State DOR e-file portals (filing payload submission either directly or via a filing partner), the company's bank (ACH remittance per filing), the document store (filing confirmations, audit evidence packages), and email (filing reminders, expiry warnings, nexus alerts, audit notices). All amounts in US dollars; this app is US-only and does not handle any non-US tax framework.
