We understand change happens, including changing the sales tax platform you rely on to remain compliant. Transferring your compliance information from your previous provider to us requires planning and coordination, but we are here to help you all along the way.
General Steps to Transfer Your Sales Tax Compliance Services
Review current services and contract (if applicable)
Services: compare services provided between your former service provider and us
Contract terms: in some cases you may need to comply with pre-existing contractual agreement before transferring your data to us
Gather necessary information
Request data transfer: reach out to your current provider and us to ensure you have all the information you need to ensure data transfer will be complete
Account details: collect all necessary documents, including tax IDs, registration certificates, historical filings, payment records, and any communication with tax authorities.
Onboarding
General process: typically includes creating an account, entering your business information, and setting up your tax jurisdictions
Data import: provide the data received from your previous provider to the new provider. This might involve manual data entry or uploading files.
Finalize transition
Monitoring: confirm termination with previous provider and monitor regularly to ensure compliance is up to date with new provider
By following these general steps, you can transfer your sales tax compliance information to our platform while minimizing disruption to your operations. If you have any additional questions on what steps to take next, reach out to our customer care to clarify the process.
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