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Sales tax filing: period support documents

Collect POS summaries, exempt sales support, marketplace reports, and jurisdiction notes for a clean sales tax filing period.

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What this template is for

Sales tax filings stall when exempt certificates are missing or POS data does not tie to deposits. This checklist asks for the minimum package your team needs to prepare or review a filing for a given period, without re-opening the whole GL.

When to use it

  • Monthly or quarterly filing cadence.
  • Nexus review periods when the client added states or channels.
  • After platform changes (new POS, Shopify, Amazon FBA).

Tips

  • Replace the period in your email subject line; consider one template per state if filings diverge.
  • For marketplace facilitators, ask for settlement reports that show tax collected remitted by the platform.

Checklist preview

What this template asks for

These items are cloned into your workspace when you use the template. Edit anything before you send.

7 items

  1. Filing period and jurisdiction(s)

    Required Short answer

    Example: January 2026, California CDTFA.

    Keeps the request auditable when clients file in multiple states.

  2. Gross sales summary by jurisdiction (POS or platform export)

    Required File upload

    CSV or PDF from your sales system; include refunds and shipping if broken out.

  3. Tax collected vs liability report (if available)

    File upload

    Some systems label this “sales tax liability” or “tax collected by location.”

  4. Exempt sales documentation

    File upload

    Resale certificates, nonprofit letters, or out-of-state ship proofs for exempt lines.

    If you have no exempt sales this period, note that in the next item.

  5. Marketplace or facilitator reports (Amazon, Shopify Tax, etc.)

    File upload

    Include settlement dates that overlap the filing period.

  6. Anything unusual this period?

    Required Select

    Examples: credit memos, audits, registration changes, prior period amendments.

  7. Notes on unusual activity

    Long answer

Add this to your workspace, then send when you are ready

We save it as a template so you can adjust items, choose a client, and send like any other request.