1. Review nexus
Document the facts behind each client's active, approaching, or monitored states.
State guides
State sales tax guides built for client work.
Research state requirements, confirm each client's assigned filing frequency, and turn that information into a recurring calendar your firm can manage.
2. Capture registration details
Record permits, account numbers, portal access, effective dates, and assigned filing frequency.
3. Build the filing calendar
Track monthly, quarterly, annual, and custom obligations by client, state, preparer, and reviewer.
4. Preserve filing proof
Keep return status, payment details, confirmations, and follow-up notes attached to the obligation.
Deadline planning
Start with high-volume client states.
These accountant-focused pages summarize common filing frequencies and planning considerations. Always verify the assigned due date in the client's state account.
New York due dates
Plan monthly, quarterly, and annual New York sales tax obligations across client accounts.
View New York deadlinesCalifornia due dates
Organize California reporting periods, filing assignments, and recurring review work.
View California deadlinesFlorida due dates
Track Florida filing frequencies, due-date rules, and documentation checkpoints.
View Florida deadlinesMaryland due dates
Plan Maryland client work around the standard 20th-day rule and assigned frequency.
View Maryland deadlinesAlabama due dates
Track Alabama monthly, quarterly, semiannual, and annual filing schedules.
View Alabama deadlinesMassachusetts due dates
Organize annual, quarterly, and monthly Massachusetts client obligations.
View Massachusetts deadlines
State directory
Browse every U.S. sales tax jurisdiction.
Use the directory as a research starting point for client setup. Alaska may involve local sales taxes, while Delaware, Montana, New Hampshire, and Oregon do not impose a statewide sales tax.
State rules, filing frequencies, due dates, portal requirements, and local obligations can change. Confirm each client's current assignment with the applicable revenue agency before filing.
Built for firms
Put every client filing deadline in one workspace.
Join AtomicTax early access and help shape the sales tax workflow your team needs.