Sales Tax Clients Start Here

All REQUIRED forms below must be submitted before services can begin

• • Secure Document Sharing Setup – Required for all clients
  • Business Information Sheet for Sales Tax Services – Required for all sales tax clients
  • Engagement Agreement for Sales Tax Services – Required for all sales tax clients
  • Credit Card Authorization Form – Required for all sales tax clients
  • All Services Opt-in/Opt-Out Form – Required for all clients