What Zoey Commerce merchants, developers and partners need to know about sales tax. To learn how to simplify sales tax once and for all, try a 30-day free trial of TaxJar. www.taxjar.com

1. with LIZZY GREENBURG
FROM TAXJAR
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SALES TAX BOOT CAMP
FOR ZOEY PARTNERS
Your Guide to Understanding & Managing Sales Tax

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GOALS
• Cover some tax basics
• Resources for help in the future
• Questions!! (use the chat section to the left)

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QUICK INTRO:
• Passion: using tech to solve
problems for small business!
• CA and TX Sales Tax payer since 2004
• Not a CPA or tax professional
• Talked to thousands of online
sellers, pros, auditors, states
• Here to help you make informed
decisions

4. “I want sales tax
to go away!”
– Average TaxJar Customer

5. SALES TAX BASICS

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CHAOS PREVAILS
• No federal laws or governing body (yet)
• 45 states (and DC) = 46 sets of laws
• Nexus
• Taxability
• Rates
• Due dates

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WHAT’S TAXABLE?
• Tangible items are taxable
• Common exceptions are clothing and food
• Services are mostly not taxable
• Are the tides changing?
• Shipping, gift wrapping can be taxable

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WHAT’S TAXABLE?
• Tangible items are taxable
• Common exceptions are clothing and food
• Services are mostly not taxable
• Are the tides changing?
• Shipping, gift wrapping can be taxable

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PASS-THROUGH TAX
• Pay what you collect
• Never pay out of pocket!
• Sellers are ‘collection agents’

17. Starting is the hardest part.
Sales Tax CAN Be Automated!
17

18. WHAT THE HECK IS NEXUS?

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NEXUS IS WHEN/WHY YOU CARE
A presence / connection in a state that’s
significant enough for you to be required to
comply with their sales tax law

20. Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.

21. Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.

22. Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.

23. Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.

24. Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.

25. Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.Copyright © 2017 TaxJar. TaxJar is a trademark of TPS Unlimited, Inc.

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27. WHEN SHOULD I COLLECT
SALES TAX?

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GOLDEN RULE OF COLLECTION
Collect sales tax when the item sold is shipped
to a state where you have nexus

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MEET JOE SELLER
• Based in Akron, OH
• Only has nexus in OH
• Complying in 1 state

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Akron, OH Lakewood, OH
Collect sales tax
NEXUS SALE

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Collect sales tax
REMOTE SALE
Waltham, MAAkron, OH

32. HOW MUCH SALES TAX
SHOULD I COLLECT?

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COLLECTION LOGIC: SOURCING
• State where item is shipped determines tax rate
• Tax rate usually = sum of applicable rates
• State
• Local
• Other (i.e., education, transportation)

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ORIGIN VS. DESTINATION SOURCING
• Origin-based state
• Tax rate = seller’s location
• One rate for entire state
• Destination-based state
• Tax rate = where item is shipped
• Variable rate

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CA SCHEDULE B

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37. SELLING ON ZOEY
& SALES TAX

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SALES TAX ON ZOEY
• Manage tax rates by country, state, and zip code
• Apply rates to specific product and customer classes
• Import rates manually with a CSV or spreadsheet

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SALES TAX ON ZOEY

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SALES TAX ON ZOEY

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FIND TAXJAR ON THE APP STORE

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ZOEY + TAXJAR
• Add TaxJar from the Zoey App Store
• Follow the guide at http://support.zoey.com/docs/taxjar
• Sync your orders with TaxJar for automated sales tax
reporting and filing.
• We’ll automatically import and refresh your tax rates each
month for accurate calculations.

43. STEPS TO FILING

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FILING TO THE STATES
• Your frequency is tied to how much you collect
• The more taxes collected, the more often you file
• Frequencies
• Annual
• Quarterly
• Semi-Annual
• Annual
• Fiscal Annual

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COMMON PITFALLS
• Not collecting taxes on every channel
• Not collecting accurately across channels
• Not enough time to keep up

46. HOW ARE YOU FEELING?

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48. HOW DO I EVEN GET STARTED?

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Painless sales tax automation for online sellers

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Connect your eCommerce provider

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See your sales tax collected by state

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View where you might have nexus

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54
View sales tax collected by
jurisdiction

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55
Are you collecting the right amount?

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56
AutoFile: Let TaxJar file your return

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More than 7,000 happy customers, including...

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Helpful resources
youtube.com/taxjar
For visual learners
salestaxcommunity.com
Talk with 5,000 other store owners and tax pros!
blog.taxjar.com
Content just for ecommerce & sales tax

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TALK TO US!
855-800-6681

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❖ 30-day free trial (no credit card required)
❖ Monthly or annual subscriptions
❖ Pricing based on transaction volume
• Starts at $19/month for 1k transactions
• $19.95 per AutoFile return
Get Started…FOR FREE!
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PRICING TIERS

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PRICING TIERS

64. WE LOVE QUESTIONS!
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