Sales tax filing agents

Give the agent an approved report. Let it handle the state portal.

AtomicTax automates the last mile of sales tax filing: transferring prepared figures into the state site, completing the portal workflow, submitting the return, and capturing confirmation.

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A precise boundary

The agent files. Your firm prepares and approves.

AtomicTax is not preparing the tax calculation in this concept. The workflow starts only after your firm has completed the calculation, reconciled the report, and approved the filing values.

What goes in: an already-prepared filing report with the final values for the client, state, and period.

What comes out: a completed portal submission, status record, and state confirmation, or an exception routed back to a person.
How it works

From approved filing report to state confirmation.

1

Provide the filing report

Upload or connect the final report your firm has already calculated and reconciled.

2

Review and authorize

Confirm the client, state, filing period, return type, and exact values before the agent begins.

3

Agent completes the portal

The agent navigates the state workflow and enters only the approved report figures.

4

Submit and capture proof

After the authorized submission, AtomicTax records the result and stores the confirmation.

Designed for controlled automation

Automate repetitive portal work without hiding exceptions.

Approved values only

The filing agent uses the final report supplied by your firm. It does not independently calculate the tax return.

Human authorization

Keep review and submission approval with the accountant or authorized firm user.

State-specific workflows

Agents follow the supported portal flow for the applicable state and return type.

Exception handling

Unexpected portal questions, notices, validation errors, and mismatches return to the team for a decision.

Visible status

See whether a filing is queued, awaiting approval, in progress, blocked, submitted, or confirmed.

Confirmation record

Keep submission evidence connected to the correct client, state, period, and approved report.

What the filing agent does.

  • Reads the approved values from the prepared filing report.
  • Opens the supported state filing workflow.
  • Transfers the authorized figures into the correct return fields.
  • Runs portal validations and identifies exceptions.
  • Submits after the required approval checkpoint.
  • Captures the confirmation and updates the filing status.

What remains with the accounting firm.

  • Preparing and reconciling the sales tax calculation.
  • Determining taxability, sourcing, exemptions, nexus, and filing positions.
  • Confirming the correct client account, return, period, and payment decision.
  • Reviewing exceptions and approving submission.

Supported states and portal capabilities will expand over time. Some state workflows, authentication methods, payment steps, or unusual returns may require manual intervention.

Last-mile filing automation

Keep the calculation with your firm. Give the portal work to an agent.

Join early access to help shape state coverage, approval controls, exception handling, and confirmation workflows.

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