Generate a draft client intake form to capture multi-state tax nexus details including reciprocal agreements and apportionment factors for SaaS companies expanding operations

Generate generate a draft client intake form to capture multi-state tax nexus details including reciprocal agreements and apportionment factors for saas companies expanding operations for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Select all states where client currently files sales tax returns
Primary factor creating nexus for SaaS services across states
List any states with active reciprocal agreements or SSTP participation
How does client currently determine where SaaS revenue is sourced
Current annual SaaS revenue tier for economic nexus assessment
Document any known apportionment approaches used by current states (property, payroll, sales factors)
Timeline pressure for establishing tax compliance across new states
How states currently classify client's SaaS offerings for tax purposes

Click to upload or drag and drop

Allowed: PDF, XLSX, CSV

Max size: 50MB

Upload existing tax registrations, nexus studies, or compliance documentation
Document any states with past audits, pending audits, or compliance issues
Primary stakeholders who will review and approve tax compliance strategy