You'll hear us refer to the process of preparing and filing
sales and use tax returns as "Compliance".
Whatever you call it, compliance can be daunting.
We have yet to meet anyone who "enjoys" the process of
preparing state and local sales tax returns. It's labor
intensive, tedious, and only gets
done because someone was assigned to do it. It doesn't bring
revenue to the bottom line. It's just more overhead and it's a
necessary evil. The returns must be filed, on time and accurately.
Available Options For Preparing Returns
Do It Completely By Hand:
Interestingly, most companies handle their sales tax returns manually.
They may use an Excel spreadsheet to speed up the
process, but even that takes time. This
makes for a very time-consuming process each month.
Forms Software:
Forms software can save you time, but you still have to
manually gather your data, and manipulate it into a workable format before the data
can be imported into the forms software.
Outsourcing:
Because it is so tedious and labor-intensive, and yet so
critical, many companies will outsource the process to
another firm.
Perhaps your company is also considering out-sourcing this
process. Of course, one of your major concerns will be to balance the cost of outsourcing against doing it in-house.
There are tremendous benefits to outsourcing this process,
but the cost of doing so has been so costly, that many have
avoided it.
Until now!
PJCo has a solution. We use world-class software and our own proprietary streamlined
process to prepare sales tax returns accurately, timely and cost-effectively. We customize our
software to import your data in your format, AND, in most
cases we can prepare and file your sales tax returns for less than you can do it yourself.
Once we've customized our software to receive your information, you just send us your records electronically each month, and we send back ready-to-sign-and-mail returns
or we can file them for you.
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a FREE QUOTE
We do all the work.
Our Compliance Service allows you to:
- Cut the risk of relying on one person for your filing;
- Eliminate the headache of trying to stay current with so many states and their statutes, forms, and rate changes;
- Remove the tedious and mostly dreadful thought of monthly filing deadlines;
- Streamline your tax department all at the same time; and
- Save bottom-line dollars.
Added Benefits Of Our Service
- No long-term contracts or commitments
- You pay only on actual returns filed that month
- Your returns are reviewed by an experienced state &
local tax consultant
- Receive 1 hour of FREE consultation* each month
(a $250 value)
- Receive FREE sales tax audit reviews*
- Receive FREE sales tax rate change updates
It's The Easiest, Most Cost-Effective Way Ever To Prepare Your State And Local Sales Tax Returns.
Click here for
a FREE QUOTE
How It WorksOnce set up in our system,
you simply send us your sales transaction data from your
accounting system in an electronic format.
We import the data into our software that
performs the calculations and prepares the individual tax forms. The electronic form can then be sent back you
electronically where you can simply sign and file or we can
file them for you.
Compliance Plan Options
Available:
Option 1: Full
This is the most common plan chosen by our clients.
In most cases companies are looking for a quicker, more
reliable, and more cost effective option to doing
returns manually.
With this option, we transition all returns to our
service.
Option 2: Partial Some
companies can benefit from our service by giving us just
the more difficult or more time consuming states retaining the
rest for themselves.
In some cases, just a select number of states can make up
the bulk of your work load.
Option 3: Back-Up Some
companies are not looking to outsource their returns but
sometimes experience frustration with employees who take
vacation, or become sick, or quit, leaving a large
burden of returns behind. This option provides a safety
net against these common occurrences.
Once set up in our system, this option allows us to be
"on-call" to process your returns only when needed. AND
since we only bill on actual returns filed, there's no
charge for this service, other than the setup, until we
actually prepare returns for you.
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a FREE QUOTE
Acceptable
Data File Format: We can accept files in one of
20 different file formats, and if not available, often
we can custom convert your data to meet our parameters.
Transaction data must include, at a minimum, the tax amount and the
applicable zip code.
Free 1-hour Professional Advice:
Consultation hours are non-cumulative. They can
be used for any state & local tax purpose.
Free Sales Tax Audit Reviews:
There are usually no hourly fees for our sales tax audit
reviews. We review sales tax audits on a performance
basis. We are usually willing to charge a percentage of
the refunds or reductions in the audit that we find and
secure for your company.
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Compliance Case Studies:
The Situation: A Large Advertising Company was spending 80 hours a month with considerable mistakes and headaches compiling, collating, and manually filling out numerous state and local tax returns. As a result a lot of projects were falling behind.
The PJCo Result: With PJCo's proprietary software system the headaches were relieved and mistakes eliminated. Eighty hours of manpower is now used more productively on other strategic tax functions and returns are processed perfectly and punctually every month at a tremendous savings.
Quote: "Too much time on such necessary but mundane tasks impaired our ability to complete needed tax planning and other accounting needs. Peisner Johnson & Company provided the workable solution that relieved us from the headache of dealing with all the returns, mistakes and questions, not to mention the savings. Impressive technology and people."
The Situation: A Communications Company was so busy that getting the state and local sales tax returns was almost always left to the last minute and seemingly always-required Herculean efforts. They were swamped with a myriad of issues, sales tax being only one of them. As a result, no one person was relegated to such mundane but necessary and timely work. Because of a lack of urgency and understanding, many mistakes and late filings resulted in missed deadlines, which meant costly penalties.
The PJCo Result: We were able to take the data and produce completed returns in all local and state jurisdictions completed on time with no mistakes. With our software and our expertise we used their system to extract data efficiently so that returns could be prepared perfectly every time and on time. PJCo eliminated all penalties & interest and taxes were now paid on time.
Quote: "If not for you we could not have done it. Peisner Johnson & Company took care of this tremendous burden and provided an excellent solution. Peisner Johnson & Company went one step further and coordinated our efforts for a smooth streamlined system for gathering the necessary data that provided us with a greater understanding of our business."
The Situation: A golf course management company was growing and adding locations faster than they could keep up with.
The PJCo Result: When PJCo took over the filing of state and local sales tax returns, we handled all the problems and correspondence from all the jurisdictions, which was a daily occurrence. PJCo fixed the problems by providing returns on time, which eliminated all problem correspondence, penalties, and interest.
Quote: "While other companies tried they couldn't get a handle on our systems and problems. Our accountants were swamped and couldn't get the returns done on time. Thanks Peisner Johnson."
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