SALES TAX FILING & REPORTING CHECKLIST

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--- NEXUS & JURISDICTION REVIEW ---
[ ] Active Tax Jurisdictions (United States (Domestic), Canada (Provincial), European Union (VAT), Other International)
[ ] New Nexus Identification
[ ] Nexus Trigger Analysis
[ ] Nexus Review Completion Date
[ ] Updated Nexus Map or Documentation
[ ] Reviewer Verification

--- TRANSACTION DATA VALIDATION ---
[ ] Reporting Period Start Date
[ ] Reporting Period End Date
[ ] Total Gross Sales Analyzed
[ ] Taxability Categories Reviewed (Physical Goods, Digital Services, Freight/Shipping Fees, Labor/Service Charges)
[ ] Discrepancy Found? (No, Yes)
[ ] Notes on Discrepancies or Tax Code Adjustments
[ ] Transaction Detail Report (CSV/Excel)
[ ] Reviewer Verification Signature

--- EXEMPTION CERTIFICATE AUDIT ---
[ ] Exemption Certificate Types Verified (Resale Certificate, , Non-Profit/Exempt Organization, Government Agency)
[ ] Last Certificate Expiration Check Date
[ ] Number of Expired Certificates Found
[ ] Audit Log of Verified Certificates
[ ] Discrepancy Notes & Remediation Plan
[ ] Auditor Verification Signature

--- GROSS SALES RECONCILIATION ---
[ ] Reporting Period Start Date
[ ] Reporting Period End Date
[ ] Total Gross Sales per General Ledger
[ ] Total Gross Sales per Sales Tax Report
[ ] Discrepancy Amount
[ ] Discrepancy Explanation
[ ] Supporting Reconciliation Spreadsheet
[ ] Accountant Reviewer Signature

--- TAX COLLECTED VS. TAX PAYABLE VERIFICATION ---
[ ] Total Sales Tax Collected (System Report)
[ ] Total Tax Liability (Calculated)
[ ] Discrepancy Amount
[ ] Discrepancy Status (Matched, Minor Variance (Within Threshold), Significant Discrepancy)
[ ] Variance Explanation
[ ] Reconciliation Workpaper
[ ] Reviewer Approval

--- FILING & REMITTANCE EXECUTION ---
[ ] Filing Submission Date
[ ] Tax Jurisdiction (State, County, City)
[ ] Total Tax Amount Remitted
[ ] Confirmation Receipt/Submission Proof
[ ] Payment Method Used (ACH/EFT, Credit Card, Check, Direct Debit)
[ ] Reviewer Approval Signature

--- POST-FILING DOCUMENTATION & ARCHIVE ---
[ ] Date of Filing Submission
[ ] Upload Filed Tax Return PDF
[ ] Upload Payment Confirmation Receipt
[ ] Filing Status (Completed, Pending Approval, In Progress)
[ ] Confirmation Number/Transaction ID
[ ] Reviewer Signature
[ ] Notes on Discrepancies or Adjustments

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