Never Miss a Filing Deadline or Worry About Compliance Again

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.