Intermediate
Sales tax nexus exposure screen and data needs (US-style)
Performs an initial nexus exposure screen using sales by state and activity indicators, and produces a data request list. Useful for SALT teams and growing e-commerce businesses.
Perform a sales tax nexus exposure screen.
Inputs:
- Sales by state (gross/ taxable): {sales_by_state}
- Physical presence indicators (employees, inventory, offices): {presence_indicators}
- Marketplace facilitator usage: {marketplace_usage}
- Current registrations and filings: {current_registrations}
- Product taxability notes: {product_taxability}
Output:
1) State-by-state risk matrix (High/Med/Low) with rationale.
2) Data needed to confirm nexus and liability estimate.
3) Next steps roadmap (registration, voluntary disclosure, system setup).
4) Controls/process improvements (exemption cert management, rate calculation).
This is a screening tool, not legal advice.Related Prompts
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