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Sales Tax Help for CPAs and Bookkeepers:

Simplify Multi-State Compliance for Your Clients

Author: Alice Mensch
Date: April 21, 2025
Category: Bookkeeping and Accounting
Estimated Reading Time: 7 minutes

Introduction

Sales tax seems straightforward—until it isn’t. One simple client question can pull you into hours of platform settings, state research, and manual work. As a bookkeeper or CPA, you’ve likely faced sales tax challenges that distract from your core services and lead to last-minute fire drills.

In this post, we’ll explain how sales tax becomes a hidden time sink—and what you can do to manage multi-state compliance more efficiently. From setup and registration to ecommerce integrations and ongoing support, we’ll help you protect your time and simplify sales tax for your clients.

The Hidden Risk

in Your Clients’ Books

Many business owners assume their accounting software or sales platform is handling sales tax correctly. But behind the scenes, you know better. You’ve seen clients:

These issues aren’t always obvious—until there’s a penalty, a notice, or an audit. As their accounting partner, you’re often the one they turn to first.

Why Sales Tax Is a Systems Issue

Sales tax compliance doesn’t just come down to filing—
It starts with setup. If your client is using Shopify, Amazon, Square, or other platforms, their tax settings need to align across systems. One mismatched configuration can result in taxes being collected incorrectly—or not at all. These platforms often rely on the user to set the rules, and many clients assume it’s all happening in the background automatically.

Their accounting software should also be pulling in clean, consistent data from those platforms. If sales and tax details are imported inconsistently, you’re left with reporting that’s messy at best—and misleading at worst. And beyond the tech, someone needs to be checking where they have sales tax nexus, whether they’re registered, and if they’re filing in the right jurisdictions.

When these systems aren’t integrated—or worse, aren’t reviewed regularly—sales tax quickly becomes a source of risk, rework, and frustration for both the business owner and the accounting team. Without a consistent sales tax setup and clear nexus tracking, compliance across multiple states becomes nearly impossible to maintain. The good news? Most of this can be automated, streamlined, or delegated with the right setup and support.

How We Help Professionals Like You

We support CPAs and bookkeepers who want to stay focused on their core services—without getting buried in sales tax issues. You’ve already built trust with your clients, and we’re here to help you maintain it by reducing the time and risk associated with managing complex sales tax setups. Whether your client is selling in one state or fifty, on Shopify, Amazon, or in-store, we help ensure their tax compliance is accurate and consistent.

Whether you need a one-time sales tax setup review, help untangling a multi-state mess, or recurring support to manage ecommerce sales tax compliance, we’re here to work alongside you as a seamless extension of your team.

“Sales tax is complex— but it doesn’t have to be your burden. The right systems and support make compliance manageable.”

KEY TAKEAWAYS

Sales tax doesn’t have to drain your time. The right support can simplify setup, reduce risk, and keep you focused. When your clients sell across multiple states or platforms, the complexity builds fast—and so does the potential for errors. But with smart systems in place and the right guidance on your side, you can turn what used to be a time-consuming problem into a streamlined, proactive process. Instead of reacting to sales tax issues after they happen, you can put tools and workflows in place that keep compliance on track while freeing up your time for higher-value work.

Learn more about our Sales Tax Compliance Services.

Need sales tax support for your clients? Let’s talk about how we can help.