Sales Tax Software Only Setup
Expert implementation for TaxJar, Avalara, and Vertex. We handle the technical setup—API connection, product tax code mapping, and nexus configuration—to ensure your software works perfectly.
- Quantity
Don't let a "plug-and-play" tool become a plug-and-pray disaster.
Fred Lundin CPA offers a technical Sales Tax Software Only Setup Service for businesses that have purchased a compliance tool (like TaxJar, Avalara, or Vertex) but need an expert to configure it correctly. While software vendors promise easy integration, the reality is often a maze of API keys, nexus settings, and product mapping. If you check the wrong box during setup, your software might over-collect tax (upsetting customers) or under-collect tax (inviting an audit) for months before you notice.
We act as your implementation engineers. We don't just connect the app; we configure the logic. We map your SKU catalog to the correct Product Tax Codes (PTCs) to ensure items like digital goods or clothing are taxed correctly in every state. We validate your "AutoFile" banking connections, configure your nexus start dates to match your legal registration, and run test transactions in a sandbox environment. You walk away with a fully tested, "green-light" system that runs on autopilot from day one.
