Calculate, watch nexus, prepare returns — across U.S. states.
Real-time rates on every sale, nexus thresholds tracked live, prepared returns that support filing workflows across U.S. states, subject to setup and approval.
Sales-tax filing runs only on the jurisdictions you enable, and only after you or your authorized reviewer approve each filing. FinXteam prepares the workflow — it does not submit filings on its own.
Unlocked on
Growth plan
Proof point
50 states / covered for calc, nexus, and filing workflows
Nexus active · Q2
6 states
The problem
Selling into 12 states means 12 different rate tables, 12 nexus thresholds, and 12 portals to file in. Miss one and you owe back-taxes plus penalties.
Sales tax in the US is a feature, not a tax. Every state has its own rate, its own jurisdictions inside the state, its own exemption rules, its own nexus thresholds, its own filing portal, and its own return form.
For an SMB selling into a single state, this is manageable. For an e-commerce business selling into 12 states, it's a part-time job. The 2018 Wayfair decision made every state a potential nexus once you cross $100K in sales or 200 transactions there — and most SMBs find out they've tripped a threshold months after they crossed it, when the state sends a back-tax notice.
Manual filing is also miserable. Each state has a different portal, a different form, a different login. Even with a tax pro, you're still gathering the data and paying $200–$500 per return per state.
How Sales Tax solves it
The Sales-Tax Agent applies the right rate on every sale, watches your nexus exposure live, and prepares returns for filing once you cross thresholds — supporting sales-tax calculation and filing workflows across U.S. states, subject to setup and approval.
The Sales-Tax Agent applies the right rate on every sale — by product, by jurisdiction, in real time. Our tax engine is kept current with every state rule change, so you never owe back-tax because a rate moved while you weren't looking.
Nexus Watch monitors your sales velocity per state and alerts you before you trip the $100K / 200-transaction thresholds. No more surprise notices. When you cross, the agent flags the right filing cadence and starts collecting.
For filing, the agent prepares the return for you to approve. It pre-fills the state form from your books, applies exemption certificates automatically, and calculates the amount due. Once you approve, it supports submission via the state's API or portal, subject to setup. You get a copy of the confirmation; the books update with the payment.
What this agent ships
- Real-time tax calc (every product, every jurisdiction)
- Nexus Watch — alerts before you trip $100K / 200-txn thresholds
- Supports sales-tax filing workflows per state, subject to setup and approval
- Exemption Certificate library (auto-subtract from taxable sales)
- Pre-filled state forms with one-click submit on approval
Behind the scenes
The shipped tools powering Sales Tax
Every capability below maps to working code in FinXteam AI's API. We don't ship vapor — if it's listed, it's live.
Real-time tax calc
Per-product, per-jurisdiction rates updated as states change rules.
Nexus Watch
Live exposure tracking against $100K / 200-txn thresholds per state.
Filing workflow support
Pre-filled state returns, submitted via API or portal on your approval, subject to setup.
Exemption Certificate library
Upload once; auto-subtract from taxable sales going forward.
Tax breakdown per sale
See state / county / city / district splits on every invoice.
Return register
History of every filed return with confirmation numbers.
Ask FinXteam AI
Try saying something like this
Sales Tax answers natural-language questions about your books. No SQL, no menus to hunt through.
“Am I about to trip nexus in any state?”
“How much sales tax did I collect in Texas last quarter?”
“Prepare my California Q2 return for review.”
“Why was this $1,840 B2B sale not taxed?”
Inputs → Outputs
What goes in. What comes out.
Data inputs
- Sales and refunds (Stripe, Shopify, Square, POS)
- Customer shipping addresses
- Product taxability codes
- B2B exemption certificates
What it produces
- Per-sale tax amount + jurisdiction breakdown
- Nexus exposure report (by state)
- Pre-filled state return forms
- Filing confirmation receipts
Pairs well with
Sales Tax doesn't work alone
These agents hand off to each other. Their data flows continuously across the eight specialists.
Bookkeeping
Every dollar, in the right account, without the data entry.
Pulls transactions from your bank and processors, categorizes them with high first-pass accuracy, and stores and matches receipts automatically.
- 12,000+ US banks and credit cards, read-only
- Stripe, Shopify, Square, PayPal, Amazon import
- AI categorization with confidence gating
Tax Prep Support
Review-ready estimates, deduction summaries, and M-1 support — for your CPA to approve.
Prepares quarterly estimate calculations from real numbers, deduction summaries, an M-1 book-to-tax worksheet, and CPA-ready packages. Not legal or tax advice.
- Federal + state quarterly estimate calculations from live books
- M-1 Book-to-Tax differences worksheet
- Potential-deduction summaries (mileage, home office, depreciation, R&D)
Put sales tax on autopilot.
Connect your bank in two minutes. Sales Tax starts working immediately — and the other seven agents come along for the ride.