Automate Sales Tax Collection

Help me automate sales tax collection and compliance for my Shopify store:

Business Details:

  Business location: [STATE/PROVINCE, COUNTRY]
  Business entity type: [SOLE PROPRIETOR / LLC / CORPORATION / OTHER]
  States/provinces with sales tax registration: [LIST REGISTERED JURISDICTIONS]
  Annual revenue: [APPROXIMATE ANNUAL REVENUE]
  Product types sold: [PHYSICAL GOODS / DIGITAL GOODS / SERVICES / MIXED]


Tax Automation Setup:

  Enable Shopify Tax or connect third-party service:
    
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  Configure tax collection for each registered jurisdiction
  Set up product tax codes:
    
      Map each product category to correct tax classification
      Handle exempt products: [LIST ANY TAX-EXEMPT ITEMS]
      Handle reduced-rate items (clothing, food, etc.)
    
  
  Configure tax-inclusive vs tax-exclusive display by market


Nexus Management:

  Track economic nexus thresholds for all US states
  Alert when approaching nexus threshold in new states
  Current nexus status for: [LIST STATES YOU ARE UNSURE ABOUT]
  Marketplace facilitator rules for third-party channels


Exemption Handling:

  Set up tax-exempt customer accounts (wholesale, resellers, nonprofits)
  Collect and store exemption certificates
  Automatically apply exemptions at checkout
  Handle partial exemptions by product category


Filing and Remittance:

  Automate tax return preparation for each jurisdiction
  Filing frequency by state: [LIST STATES AND THEIR SCHEDULES]
  Set up automated filing through tax service (if available)
  Payment remittance process and deadlines
  Penalty avoidance: key dates and compliance calendar


Reporting:

  Monthly tax liability summary by jurisdiction
  Tax collected vs tax remitted reconciliation
  Product-level tax collection report
  Annual tax summary for accountant or tax preparer


Implementation Plan:
Provide a week-by-week setup plan to go from current state to fully automated tax compliance.