TaxJar
This is currently a calc-only engine that helps users collect and calculate tax, but doesn’t help with filing
Stripe Tax
The connection between a business and a state that requires the business to pay sales tax
Nexus
This service allows us to file sales tax returns for users/customers
AutoFile
This provides a line-by-line snapshot of all transaction data imported into TaxJar
Transactions Tab
This process requires Production Operations team members to log into state DOR sites and submit thousands of filings on behalf of users
Manually filing
This is a cloud-based platform that supports the entire sales tax life cycle across all user sales channels, including calculations, nexus tracking, reporting and filing
TaxJar
This term is when a business has a physical presence in a state or jurisdiction, such as a store, warehouse, or office
Physical nexus
This is the second step in the sales tax lifecycle after nexus is triggered
Registering to collect sales tax
This is where users can view their current AutoFile enrollments
AutoFile tab
This term refers to the amount of tax a customer collected over and above the expected amount of tax due
Excess tax
This is an estimate of what TaxJar thinks users may owe based on their sales totals
Expected sales tax due report
This term refers to a business presence in a US state that makes an out-of-state seller liable to collect sales tax there once a set level of transactions or sales activity is met
Economic nexus
Users should do these two things for a successful AutoFile experience
Double-check and review their reports
Ensure that funds are available to allow the state to debit their bank account when the return is due.
This feature allows users to manage their product catalog and identify tax exempt products
Exemptions tab
Users must Have an Active ______ in a State Before Setting up AutoFile
Sales Tax Registration
This shows users data based on the taxes they have actually collected
Actual sales tax collected report
Economic nexus laws monitor these two things to determine if a business has economic nexus
Number of sales and/or gross sales amount
Once a user submits their AutoFile enrollment, it moves into ____ status where our team double-checks their information
Pending
This is where users can record manual filings submitted to the state and also see any returns that were AutoFiled by TaxJar
Filing History
If a user needs more time to review their reports prior to filing, they should do this
Pause their AutoFile return(s)
This means a product or organization is not subject to sales tax
Tax-exempt
This TaxJar tool will alert customers when they are approaching economic nexus in a state
Economic Nexus Insights
This team helps users who strayed from the ideal happy path of enrollment
Compliance Operations (Special Ops & Resolutions)
Users verifying state filing frequency is a key part of the ____ process
Enrollment
AutoFile is based on the _____ Report in TaxJar
Expected Sales Tax Due Report