Sales and Use Tax - Request for Assessment

Thank you for taking the time to tell us about your company. Our Sales Tax team takes pride in helping clients increase profitability by limiting sales and use tax exposure and identifying sales tax exemptions and refund opportunities.

To better understand your company, the following information is required to begin our assessment of your needs.

*Items preceded by an asterisk are the minimum items needed to prepare our estimate of benefit and fee quote for services.

Please tell us about you:

*First Name *Last Name *Email *Phone Number

Please tell us about your company:

*Company Name *Industry-type Contact at Eide Bailly *Website Address *Gross (US) Revenue for the prior year:

Please tell us about your locations:

*States in which you have physical locations: *States in which you have employees (include remote): *States with inventory (include third party warehouses):

Please tell us about your revenue streams:

*Do you sell online on your own website? If so, who is your processor? (Shopify, Square, WooCommerce,etc.)? *Who are your customers (Business to business/wholesale, retail, institutional, etc.)? *Do you sell on eBay, Amazon, or Etsy (or any other online marketplace retailer)?

Please tell us about your sales/use tax processes:

*Which states are you currently collecting sales tax for? *Do you have a mandatory process for collecting exemption certificates from your exempt customers? *Has your company been audited by any state in the last four years for sales/use tax? *Do you want to better understand the exemptions available to your industry?

Sales and Use Tax- Request for Assessment

Please tell us about you:

Please tell us about your company:

Please tell us about your locations:

Please tell us about your revenue streams:

Please tell us about your sales/use tax processes:

Any additional items you want us to consider?

Locations

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