Sales Tax Nexus Analysis

Overview

Analyzes your revenue and transaction volume by state to determine where you have economic nexus and are required to collect and remit sales tax. After the 2018 Supreme Court decision in South Dakota v. Wayfair, most states impose sales tax obligations on remote sellers exceeding certain thresholds.

Wilson Tools Used

• transaction_search — Find revenue transactions and identify customer locations by state
• spending_summary — Summarize total revenue by state for threshold comparison
• export_transactions — Export state-by-state revenue data for filing or advisor review

Workflow