Bookkeeping and Accounting Setup
Assess whether your new business has a bookkeeping system, chart of accounts, and process to keep clean records from the start.
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For founders, new owners, and anyone starting out
Sales-Tax Launch Map
Clarify sales-tax launch map as a first-time owner: what decision you are making, what must happen now, what can wait, and the next concrete action.
6 guided steps
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Official guidance links
Start the free checker
Your free guided checker
Answer a few quick questions below. It is private - nothing is submitted or stored - and takes about a minute.
General information only; not legal, tax, insurance, cybersecurity, or investment advice. Confirm formation decisions with qualified advisers in every applicable jurisdiction.
The questions this tool walks you through
Here is what the checker asks and why each step matters. Prefer to talk it through? Contact us and we will help directly.
Before the first taxable sale, have you classified products and services, mapped customer locations and channels, tested physical and economic nexus, and documented marketplace-facilitator treatment?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA register your business for state taxes
Do you know whether each thing you sell—service, digital item, physical product, subscription, shipping, or bundle—is taxable where the customer receives it?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA register your business for state taxes
Will a marketplace collect tax for you, and do your direct website, invoice, or in-person sales create separate registration duties?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA register your business for state taxes
Have you listed destination states for your first 12 months of sales and checked economic-nexus thresholds for each?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA register your business for state taxes
For each sales channel, do you know who remits the tax—marketplace facilitator, you, or both depending on the transaction?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA register your business for state taxes
Before the first taxable sale, have you classified offerings, documented nexus, and listed registrations you must complete?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Register in states where nexus exists before taxable sales Classify every offer for taxability by destination state
Official guidance: SBA register your business for state taxes
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