Sales and use | OmniTax U.S. tax intelligence

A governed federal, state, and local operating model for sales and use, organized by authority, footprint, effective period, source, owner, preparation, review, filing, payment, and change monitoring.

Public scope

Structured context for people and machine readers.

This is a public product and knowledge surface. Illustrative workflows do not establish a professional conclusion, legal or tax advice, guaranteed outcome, or live customer implementation.

  • Applicability assessment
  • Current primary sources
  • Data and calculation ownership
  • Preparation and approval
  • Filing, payment, notices, and change monitoring

Public knowledge 01

Trigger facts

  1. 01

    Seller, marketplace, and customer footprint

  2. 02

    Physical and economic nexus facts

  3. 03

    Products, services, bundles, and exemptions

  4. 04

    Destination, origin, and special sourcing

  5. 05

    Purchases and consumer-use obligations

Public knowledge 02

Source checks

  1. 01

    Current state and local sales-tax authority

  2. 02

    Nexus thresholds and measurement periods

  3. 03

    Taxability and sourcing guidance

  4. 04

    Exemption documentation rules

  5. 05

    Marketplace and local administration provisions

Public knowledge 03

Operating records

  1. 01

    Nexus and registration matrix

  2. 02

    Product-taxability decision catalog

  3. 03

    Customer exemption register

  4. 04

    Transaction-to-return reconciliation

  5. 05

    Use-tax, filing, payment, and notice log