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AI agent for tax analysts

Sales Tax Nexus Review Agent

Registration happens in time for each state where the company has nexus.

Sales Tax Nexus Review Agent: what goes in, what the agent does and what you get

What it does

Online sellers pass state sales thresholds without noticing, and then owe tax and penalties for months of unregistered sales. This agent reads sales by state each month and compares them to each state's threshold, whether by sales amount, transaction count or both. It flags states near or over, checks for physical presence, and drafts a registration plan. It reruns monthly. The analyst approves registrations. It decides by rolling twelve-month totals against each state's rule. After each run it checks that the sales totals tie to the ledger, and if they do not, it finds the missing channel before flagging anything. It leaves registration, and the decision on how to register, to the analyst. Edge case: a state counts marketplace sales toward the threshold, so the agent includes them when the rule says so.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Month closes 2 USES A TOOL Pull sales by state and channel 3 DOES Compute rolling totals and transaction counts 4 DOES Compare to each state's threshold 5 USES A TOOL Check physical presence in each state 6 CHECKS THE RESULT Is any state near or over its threshold or haspresence? If not: continue to the next state or month. Back tostep 4. 7 DOES Draft a registration plan with dates 8 YOU APPROVE Analyst approves each registration 9 RESULT Nexus report
Read the steps as a list
  1. Month closes
  2. Pull sales by state and channel
  3. Compute rolling totals and transaction counts
  4. Compare to each state's threshold
  5. Check physical presence in each state
  6. Is any state near or over its threshold or has presence?If not: continue to the next state or month. Back to step 4.
  7. Draft a registration plan with dates
  8. Analyst approves each registrationThe agent waits here for your OK.
  9. Nexus report

How it decides

It flags a state at 80% of the threshold, and over it as urgent. It checks physical presence separately, because it creates nexus at any sales level.

  • Flag a state at 80% of the threshold
  • Treat presence as nexus regardless of sales
  • Include marketplace sales when the state counts them
  • Use the state's measurement period

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Warning percentage (default 80%)
  • States monitored
  • Measurement period
  • Marketplace treatment
  • Report recipients

What keeps you in control

It always asks you first

  • Analyst approves every registration

Hard limits

  • Never register itself
  • Never give legal conclusions on nexus

It stops when

  • Done: all over-threshold states are registered or planned
  • Stop: a state's rule is unclear

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn June, the agent finds one state at $92,000 of a $100,000 threshold and another over with 210 transactions. It flags the second as urgent, and a warehouse in a third state creates presence. It drafts a plan with dates. The analyst approves two registrations. In July, the first state crosses the line and joins the plan.

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