Tax Services

State and Local

What are Sales and Use Tax Matrices?

Sales and use tax laws can vary between state and local municipalities.  Our first goal when developing a set of sales and use tax matrices is to completely understand our client's business.  Sales and use tax normally is not as easy as just researching issues, but also understanding the underlying facts.  Many states may interpret a set of facts one way, and other states completely differently.  Our goal is to develop an easy to read matrix that allows “field” employees as well as management to read the tax-ability charts of specific products or transactions very simply. Each matrix is specific to your business in the state, and will be developed based on your facts. In addition to determining the tax-ability of a transaction, the matrix will indicate any exemption certificates required to be kept on file.  We will also provide a binder of supporting law, in case you have more detailed questions, or are audited.  The fee for a sales and use tax matrix depends on the number of states, products, types of customers and transactions to be examined.

Often times businesses do not understand their sales and use tax requirements and can incur significant unexpected assessments.  We work with company management to understand their sales function and then devise a sales/use tax matrix which can be used by management and sales personnel.