Sales Tax Tracker
Track sales tax collected and owed by jurisdiction.
What's Included:
- Multi-jurisdiction tracking for state, county, and city sales tax rates
- Tax collected vs. tax remitted reconciliation for each jurisdiction
- Filing deadline calendar with state-specific due dates
- Nexus checklist to determine which states require you to collect sales tax
Available Formats:
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Sales tax compliance has become increasingly complex, especially for e-commerce businesses selling across state lines. After the 2018 Wayfair decision, many states now require remote sellers to collect sales tax once they exceed economic nexus thresholds. This template helps you track what you collect and ensure you remit the correct amount to each jurisdiction.
The nexus checklist is particularly useful for online sellers. It lists common nexus triggers—physical presence, economic thresholds, affiliate relationships—for each state so you can determine where you have collection obligations. Getting this wrong can result in penalties and back taxes, so the checklist is worth reviewing quarterly as your sales footprint changes.
How to Use This Template
Set Up Jurisdictions
Enter each state, county, or city where you have sales tax nexus along with the applicable tax rate. The template creates a tracking column for each jurisdiction.
Record Sales and Tax Collected
Log each sale with the jurisdiction and tax collected. The template accumulates totals by jurisdiction for each filing period.
File and Reconcile
Before each filing deadline, review the jurisdiction totals, file your returns, and mark them as remitted. The template reconciles collected vs. remitted amounts.
Frequently Asked Questions
What is economic nexus and how does it affect sales tax?
Economic nexus means a state requires you to collect sales tax once you exceed a threshold of sales into that state (commonly $100,000 or 200 transactions per year). This applies to online and remote sellers who have no physical presence. The nexus checklist in this template helps you identify your obligations.
How often do I need to file sales tax returns?
Filing frequency depends on your sales volume in each state—monthly (high volume), quarterly (moderate), or annually (low). Most states assign your frequency when you register. This template includes a filing deadline calendar to keep you on schedule.
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