Step 1:
Survey your clients to determine who's exposed under new laws.
Our industry-first client exposure survey generates a LumaTax Compliance Score™ for each business to help you quickly identify those most in need of SUT advisory services and - in the process - provides you with a picture of the corresponding revenue opportunities for your firm.
Get a complete picture of each clients' nexus status across the U.S. with our Nexus Overview dashboard.
Step 2:
Run economic nexus reports to determine state-by-state exposure.
LumaTax has developed an economic nexus analysis tool that automates the complexity of analyzing transactions against varying state thresholds to determine whether nexus has been established in each taxing jurisdiction.
Our economic nexus analysis reports produce a 40+ page PDF that is ready to share with your clients.
Step 3:
Submit multi-state SUT registrations with a single questionnaire.
Registration, while on the face of it seems simple, is one of the most daunting and cumbersome tasks. Let LumaTax handle the complexities of properly registering your client for the required permits.
LumaTax Compliance Score™
Quickly discover which clients are the most exposed under new laws with our LumaTax Compliance Score™
State-By-State Detail
Generate a 40+ page state-by-state economic nexus analysis report you can share with your clients.
SUT Registrations
Submit multi-state registration requests via a single, secure web form in just minutes.
Secure Document Storage
Organize your clients' sales tax documents and notices with secure, unlimited cloud storage.
Task + Note Manager
Keep your action items in full view with our simple, easy-to-use task and note manager.
Team Controls
Have colleagues that you need to collaborate with on LumaTax? Not a problem.
Solve sales tax with LumaTax.
LumaTax was founded by Robert Schulte, a serial entrepreneur and former sales tax auditor for the State of California. When navigating the complexity of sales tax, he's the guy you want in your corner. Robert and his growing team at LumaTax live and breathe sales tax so you don’t have to.
We’re supported by some pretty interesting companies:
