Sales Tax Compliance


Outsource your worries.

a man looking at his sales tax compliance

Sales tax compliance extends beyond completing and filing tax returns.

Sales tax compliance extends beyond completing and filing tax returns. When many clients approach Agile about getting assistance with their sales tax compliance, they are in the nascent or very early stages of considering their sales tax compliance obligations. If your company is further along in considering their sales tax compliance obligations, Agile can pick up at the appropriate step and help you to continue to move forward.

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Benefits of Agile's Comprehensive Sales Tax Compliance Solution.

Staying tax compliant is time-consuming and stressful – unless a sales tax expert is on your side.

Comprehensive sales and use tax compliance reporting

A full monthly review of transactions to successfully and timely file monthly, quarterly, semi-annual and annual tax returns.

Review monthly filings and correct errors

Our years of experience allow us to focus our attention on the problem areas. Sales tax software is great, but imperfect. Our specialists review all transactions manually to ensure compliance.

Stay abreast of current nexus thresholds and standards

We monitor your transactions to make sure you remain compliant with any sales and use tax obligations.

Monitor vendor invoices for sales tax overpayments and potential liabilities

In-depth knowledge of sales and use tax laws to identify transactions qualifying for exemptions or subject to use tax.

Proactively prepare for sales and use tax implications of major transactions

Your outsourced sales tax team will research applicable tax laws to keep you informed of the proper taxability of large purchases.

Support client through any state or local sales tax audits

Experienced sales tax consultants ready to assist.  Eight hours of complimentary audit assistance provided to all compliance clients.

Agile's 5 Steps to Compliance Mastery

Agile has developed a five-step process of aligning your company’s tax and accounting systems with current sales and use tax laws to help it become and remain compliant with your ongoing sales and use tax collection, reporting and filing obligations.

Sales Tax Nexus Study

In the wake of the June 2018 Wayfair Ruling by the U.S. Supreme Court, many companies have been forced to re-evaluate their internal processes and procedures regarding sales & use tax and the current economic nexus thresholds.  Since that time, we've helped hundreds of entities determine where they have nexus by evaluating their sales revenues and transaction counts.  In addition, the pre-Wayfair standard of physical nexus must also be evaluated for any jurisdictions in which the company may have a physical presence.


Agile has developed a patented, real-time nexus study program that provides instant results.  Now we have two ways we can assist you when it comes to determining whether your business has sales tax nexus in any U.S. states! Choose our traditional, manual study conducted by our team of sales tax compliance specialists or opt for an instant solution via our real-time nexus study.

Sales Tax Taxability Study

Once Agile has narrowed the scope of the states in which a company has nexus, Agile will then evaluate the company's mix of products and service offerings against applicable statutes, regulations, court decisions, and other case law to provide guidance as to whether tax needs to be collected on such sales.

Sales Tax Registrations or Voluntary Disclosure Agreements (“VDA’s”)

Based upon the results of the nexus study in Step #1, if the determination is made that your company is required to register, collect and remit sales tax in any jurisdictions where it is not currently registered, Agile provides two options for our clients depending on whether the client is merely required to begin sales tax collection going forward or whether the client needs to disclose and remediate prior sales tax liabilities.  


Registrations versus VDA’s


We will quantify the historical exposure your company has which will enable you to make a fully informed decision about your liabilities, risks, and prospective compliance requirements.  We will consult with you through the decision-making process and help you choose the most prudent path forward to sales tax compliance.  At the end of the day, the choice clients make is driven primarily off their risk tolerance for a sales and use tax audit and the attendant risks and costs of potential prior sales tax liabilities, as well as the penalties and interest assessed by the jurisdiction on those liabilities.


For registrations, Agile will complete all required forms and documents so that all you have to do is have an officer sign the application.  We’ll take it from there and handle the entire process delivering to you the required sales and use tax license or registration number as well as online access to the appropriate jurisdiction’s filing and payment portal.  It’s a seamless and turnkey process.

For VDA’s, Agile will represent your company in all jurisdictions to preserve your anonymity as we discuss and negotiate with the relevant taxing authorities to reach voluntary compliance settlement agreements.  We will process all documents, schedules and returns required by each jurisdiction. Benefits of VDA’s include waiver of all civil and criminal penalties, limitation of the look-back period, and enhanced control over the audit process, thereby minimizing exposure.

Sales Tax Rate Software Selection and Implementation

Agile is a partner with leading sales tax software providers Avalara, TaxJar, TaxCloud, and Thomson Reuters ONESOURCE because these sales tax software companies recognize that having an industry-leading sales tax expert like Agile helps prospective clients select the best option for their operations is key to matching their offerings with the right clientele.  All are excellent solutions, but which is the best fit for your business depends upon a number of factors including the volume of sales, the mix of products sold by a taxpayer, and whether the taxpayer has additional needs outside of merely sales tax rate calculation.


Allow our years of firsthand experience with these valued partners to help you make this important selection.  We can help facilitate an introductory call and will be there alongside you during implementation.  If you already have your sales tax software solution, congrats! Then just skip ahead to Step #5.


Outsourced Compliance Filings

Once a company is registered for sales and use tax in states where it has nexus, Agile offers an ongoing outsourced compliance filing service. We're different from the software-only sales tax compliance solutions that exist in today's marketplace and have earned many clients who have come to us after first trying the software based automatic filing services and not being completely satisfied with their offerings. We have tax professionals reviewing and filing returns for all of our clients.  We do use some internally-developed software as a key step in our process to help streamline and expedite portions of the process, but we have the additional checks-and-balances of a live, well-trained sales and use tax expert reviewing and signing off on our clients' returns.  That feature is what our clients find essential and distinguishes our outsourced sales tax compliance filing service from our competitors in the sales tax compliance space.


a sales tax compliance infographic

Ongoing Outsourced Sales Tax Compliance Filings

The greatest opportunity – and biggest hurdle – lies in identifying the appropriate figures to be reported on sales tax compliance returns and getting those figures into the appropriate fields on each return. This is where we shine. Our greatest strength lies in reviewing and validating the data used to populate sales tax compliance filings. As a result of our sales tax consultants attention-to-detail and years of experience, we developed a comprehensive sales tax compliance outsourcing program.

We START with the numbers.

Superb problem solving and critical thinking skills paired with an avid attention-to-detail, enables the Agile sales tax consulting team to identifies accurate figures. After completing adequate prep work, populating and filing a sales tax return with optimal numbers is seamless. Knowing where the most likely areas for misapplication of jurisdictions rates is key. The software solutions in the marketplace cannot do so as accurately as a seasoned tax professional.

We PARTNER with your business

In-house tax departments spend the majority of their time devoted to compliance. Taxpayers without in-house sales tax assistance pass these important duties on to whomever is best suited or has time available to complete the filings. In these cases, we often find accounts payable staff, controllers or even CFO’s tasked with filing sales tax returns. At Agile, our sales tax consultants and compliance experts serve as a cost-effective extension of your business, saving valuable labor hours and allowing your in-house staff to to focus on their specialties and higher leverage initiatives. 

We are the EXPERTS

The thought of making a sales tax compliance filing mistake is frightening. We provide businesses peace of mind, knowing their tax returns are in the hands of experts with years of industry experience. We file thousands of returns on a monthly basis. Rest assured, there is no challenge or problem in sales tax compliance that we haven’t seen and overcome before.

What Our Clients Say

Sales Tax Compliance FAQs

Sales tax compliance can be intimidating, but it doesn't have to be!

  • Do I have to charge sales tax?

    You do if your business is considered to be "doing business" within a state. The Supreme Court ruling in SD v. Wayfair on June 21, 2018 changed the standard by which this was determined. Now, if your business has a sufficient volume or revenues or transactions within a state, you have established nexus within that state. Nexus means you have to charge sales tax to your customers within that state.

  • How do we know if we have sales tax nexus in a state?

    Agile will complete a sales tax nexus study to determine in which states you have met or exceeded the nexus thresholds. All we need are your: a) physical locations, and; b) prior years sales records to analyze both revenues and transaction counts per state.

  • How do I know what sales tax rate to charge?

    Don't try to reinvent the wheel. There are a number of excellent sales tax rate software solutions in the marketplace and we are partners with ALL of them. Ask us for our input on which would be the best choice for your business and we'll gladly guide you and provide an introduction to one (or several options) available in the marketplace.

  • Are my products or services subject to sales tax?

    Well, the answer like most everything is sales tax is, "it depends," because each state drafts its own laws and they vary widely from state-to-state. A sales tax consulting firm, such as Agile, should perform a taxability study on the products and services your business sells in any states where you have nexus to determine whether you should be collecting sales tax on your sales of those products or services.

  • Which sales tax software is best for my business?

    There are a number of excellent choices in the sales tax software space. We are a sales tax consulting partner with ALL the available options in the marketplace. Leverage our years worth of firsthand experience with these options to help guide you to the best choice for your business.

  • How do I register for sales tax with a state?

    Agile can do this for you. Most states require the same information to process a registration. Things like: legal entity name, FEIN #, date of incorporation, etc. All states require the names, date-of-birth and social security numbers of officers. Some states will even require a copy of an officer's driver's license.

  • Should we register or file a voluntary disclosure agreement ("VDA")?

    Completing a registration will allow your business to begin collecting taxes going forward. If you have taxes from prior periods to disclose, a VDA will enable you to do so with the added benefit of the penalties being waived.

  • How do states determine your filing frequency?


    Your assigned filing frequency depends on the volume of transactions you have within a state. Many states will ask about your expected volume of sales during the registration (or VDA) process. Some other states will initially default your account to monthly filings. All states will re-evaluate your filing frequency on an annual basis.

  • Will Agile handle any notices and communications received from the state(s)?

    Yes! We will absolutely handle all notices and communications you receive from the state(s) regarding sales and use tax. We provide a comprehensive, turnkey solution to outsource your sales and use tax issues.

  • How do I determine my taxable sales?

    Determining taxable sales is the first, and most important step in determining your monthly sales tax filing obligations. Sales tax software, if properly configured, can solve or at least simplify this process. Combine that with an accurate matrix classifying your products or services taxability, and this becomes a cinch! 

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