State and local taxes should be discussed with clients in year-end conversations to prepare for 2022.
How We Help You Advise Your Clients:
1
Survey your clients
Invite your clients to complete a brief survey to calculate their LumaTax Compliance Score™. This score with help you quickly identify who is most in need of Sales and Use Tax advisory services, including in-depth nexus analysis.
2
Gather Transaction Data
Securely upload Amazon, Shopify, and any other source system transaction history; LumaTax will flag any errors or missing information - and automatically normalize and consolidate data for you. No pivot tables necessary.
3
Determine state-by-
state exposure
LumaTax generates an engaging state-by-state economic nexus analysis report. Configure it to fit your needs with a few clicks, and it's ready to share with your clients.
4
Take Action
Use the report to help identify the best next steps for your client in each taxing jurisdiction.
Need to register? Let LumaTax handle the complexities of registering your client for sales tax and business licenses.
Simplify Your Sales Tax Advisory Workflow
One Place
Manage your client profiles, data, analysis reports, and registrations in one place.
Measure Client Exposure
Our LumaTax Compliance Score helps you identify your most at-risk clients.
Organized Data and Documents
Upload source system data from Amazon, Shopify, and any other sales channels. No need to consolidate- LumaTax will do it for you.
Auto-Map Source System Data
LumaTax will remember your previous configurations or automap for you*.
Automatic Error Detection
LumaTax will validate data and flag missing information or incomplete transactions.
State-by-State Economic Nexus Analysis
Generate presentation-ready nexus analysis reports to share with your clients.
Manage Client Registrations
Submit multi-state SUT and business license registration requests in minutes.
Unlimited Users
Invite your team and clients to LumaTax for secure collaboration.
*Automap is available for Amazon and Shopify at this time
"[LumaTax] has provided us an ongoing deliverable we sell as an add-on service, which solves a client need for ongoing monitoring."
We Are LumaTax
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We're on a mission to transform how accounting firms approach the Sales Tax Advisory service line.
We built the industry's first advisory-enablement tool because we envision a future where accountants spend less time on complex data input, research, and compliance tasks and more time proactively delivering valuable, data-driven insights to help clients succeed.