Are You in Compliance with Your Organization's Sales & Use Tax Obligations?

Please fill out this short survey to provide us with insight into your company so our team can help you minimize tax liabilities in both the short and long term. Your answers will be processed and a corresponding response from our National Sales & Use Tax team will be provided to support best practices in this area.  Thank you for taking the survey!

1) NEXUS: Does the company/business understand where it has sales and use tax nexus, taking into account both physical and economic nexus rules?*:

2) COMPLIANCE OBLIGATIONS: Is the company/business registered and filing in all jurisdictions where it has sales and use tax responsibilities?*:

3) VARIOUS TAXES: Does the company/business monitor and understand the applicability of state and local sales, use and other excise taxes to its business transactions (sales and purchases)?*:

4) TAXABILITY: Has the company/business prepared (and updated at least annually) an analysis of and reference tools for the taxability of its products and services as well as purchases for use in the business?*:

5) APPLYING TAX - SALES: Has the company optimized its manual and/or automated processes to apply sales taxes, including appropriate tax rates, to individual sales transactions/invoices?*:

6) APPLYING TAX - PURCHASES: Does the company have sufficient manual and/or automated processes in place to review vendor-charged sales tax and accrue use tax where appropriate on purchase transactions?*:

7) COMPLIANCE PROCESS: Is the company's sales and use tax compliance process (internal or external) efficient with minimal adjustments required to produce sales and use tax filings, and are filings reconciled with tax accrual information?*:

8) EXEMPTION DOCUMENTATION: Does the company have processes in place to collect, review and properly store exemption documentation at the time of the sales transaction (for retrieval upon audit) and properly tax such transactions at the time of sale in the absence of valid exemption documentation?*:

9) AUDIT PROGRAM: Does the company have an audit program with defined reports, data, GL trial balances/accruals, reconciliations and documentation supporting transactions and the tax return filings designed to provide to a sales tax auditor and the ability to reconcile such information to other key financial and tax filings (e.g., bank statements, federal and/or state income tax returns)?*:

10) LOSS CONTINGENCIES: Does the company regularly review and adjust accruals where necessary for loss contingencies associated with sales and use taxes (ASC 450)?*:


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Steve Oldroyd
State & Local Tax Managing Director
408-352-1994 |​

Eric Fader
State & Local Tax Managing Director
312-730-1432 |