Bookkeep automates sales tax
Powered by Avalara

How does Bookkeep's Sales Tax Service work?

For US Entities using Bookkeep to automate their revenue accounting, once we complete your one-time setup, the rest is taken care of for you.

Bookkeep is a preferred partner of Avalara’s Managed Return Service, so your sales tax returns are automatically completed, filed, and paid on a timely basis. You no longer need to be a spreadsheet wizard, or lose sleep over late filing penalties.

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BOOKKEEP ALREADY CAPTURES YOUR SALES

If you use Bookkeep for revenue accounting automation already, you don’t need to do anything differently. Your sales data is collected as normal and ready to be used for sales tax remittance.

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NEVER BE SURPRISED BY YOUR SALES TAX LIABILITY

Avalara’s Managed Return Service will calculate exactly what is needed to be paid by state using the sales data provided by Bookkeep.

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YOUR STATE SALES TAX RETURNS ARE AUTOMATICALLY FILED

Avalara will then file your taxes with the state(s) automatically on-time and accurately.

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YOUR STATE SALES TAX IS AUTOMATICALLY PAID

Your bank account will be debited automatically when payment is due.

Your sales tax returns are now fully compliant and done for you!

How does Bookkeep's Sales Tax Service work?

For US entities, once we complete your one-time setup, the rest is taken care of. DAVO by Avalara completely automates sales tax – from setting funds aside daily to filing and payment.

POS

BOOKKEEP ALREADY CAPTURES YOUR SALES

If you use Bookkeep for revenue accounting automation already, you don’t need to do anything differently.

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Sales tax is collected and set aside daily

The exact amount of sales tax collected daily is transferred to DAVO’s secure tax holding account.

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YOUR STATE SALES TAX IS AUTOMATICALLY FILED

DAVO files your taxes with the state automatically when due.

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YOUR STATE SALES TAX IS AUTOMATICALLY PAID

DAVO pays your sales tax using the funds that are set aside daily.

Peace of mind

Powered by Avalara and verified by Bookkeep’s expert staff, your sales tax returns are done right, regardless of the number of selling channels your business has.

Priced to grow with you, the Bookkeep Sales Tax Service delivers peace of mind at a price you can afford.

sales tax automation software

Our supported channels

Bookkeep Sales Tax, powered by Avalara Managed Returns, currently supports Shopify in the US. Stay tuned as we add more channels in the future.

Sales Tax FAQ

Bookkeep is an Avalara managed returns partner which means we can fully automate sales tax from start to finish.  We have an in-house team to work with you directly and we do all the reconciliation and communication with Avalara.  Think of us as your gateway to Avalara for managed returns. 

The cut off to onboard is the 19th of each month for the current months sales start date.  Once you receive verification that you are onboarded we will tell you which period we will begin filing for.  Previous filings are your responsibility. 

Avalara managed returns will automatically withdraw from your designated bank account (you will sign a POA and designate the account during onboarding) around the 12th of the month for the previous months tax due.  We will inform you before the 10th of the month how much will be withdrawn.  

Yes. Bookkeep and Avalara utilize industry best practices for securing systems and customer data including storage encryption of account data, SSL for all Web interactions and layered firewall protection to secure the web and database environments.

Bookkeep does not calculate or determine the taxability or tax rates of the items you sell. It is imperative that you have your ecommerce platform, Point of Sale (“POS”) system or Accounting Software package programmed with the correct tax rates so that we provide accurate information to the State when filing your tax returns. Bookkeep will file and pay the amount of sales tax based upon the data retrieved from your POS or ecommerce software. If you have questions regarding tax rates or taxability, please consult your tax professional or state department of revenue for advice.

This is dependent upon what information your particular state requires. Certain state forms require more than just supplying sales tax data, but also include “use tax”, goods sold to the US Government, etc. This is information that you would have filled in on a tax form previously but is currently outside the daily sales data being provided to Bookkeep and will have to be entered at the end of each month.

You will be notified by email when we have completed your sales tax filing. You will receive a copy of your sales tax return as well as a time-stamped confirmation of payment.

Smarter accountants let Bookkeep do the heavy lifting.

YOUR CHOICE – TALK TO US OR BOOK A DEMO