Editorial Team

Sales Tax at Scale Team

Behind Sales Tax at Scale is a team of practitioners who have spent their careers in the trenches of sales tax compliance. The group includes registered sales tax managers, CPAs, former state revenue department advisors, Streamlined Sales Tax Governing Board participants, and ecommerce accountants who have managed compliance across all 50 states and built the systems and workflows that support it. They contribute to Sales Tax at Scale to help growing ecommerce brands spend less time on compliance operations and more time focused on growing their business.

The Sales Tax at Scale Team writes with a focus on the operational side of sales tax — the processes, systems, and decisions that determine whether a compliance program holds up at scale.

Contributors are experts in multi-state nexus exposure, voluntary disclosure agreements (VDAs), marketplace facilitator obligations, and the filing and reconciliation workflows that mid-market brands rely on across all states.

Content published under this byline is reviewed for accuracy against state statutes, department of revenue guidance, and Streamlined Sales Tax (SST) program standards. The team draws on direct experience with WooCommerce, Shopify Plus, marketplaces, and wholesale channel compliance, as well as ERP integrations with NetSuite, Business Central, SAP, and QuickBooks.

Sales Tax at Scale Team

108 articles

How to design a checkout fallback when the sales tax API times out or errors

How do you handle sales tax on refunds and partial returns at high order volume?

How do you handle sales tax API rate limits and burst traffic in production?

How do you load-test sales tax infrastructure for Black Friday and Cyber Week?

What is the reference architecture for sales tax at 100 to 1,000+ TPS?

How to make sales tax calculation requests idempotent at high order volume

How do you plan capacity for a product drop, restock, or viral moment at high TPS?

What TPS profile should a mid-market ecommerce brand design the sales tax stack for?

What transaction data model does defensible multi-state sales tax filing require?

When should sales tax be calculated in the checkout flow: at cart, checkout, or order placement?

When does batch sales tax calculation make sense, and when does it have to be real-time?

What latency budget should the tax-calculation step get inside a checkout flow?

What instrumentation should sit between your checkout and your tax provider?

How do you detect and resolve missing or duplicate tax calculations in production?

How do you retry sales tax API calls safely without double-recording transactions?

How do you reconcile Shopify order data against tax provider calculation logs at high volume?

When should sales tax calculation be synchronous, and when should it be asynchronous?

How do you run the three-way reconciliation between Shopify, NetSuite, and a tax engine at month-end?

When does iPaaS middleware (Celigo, Workato, Boomi, MuleSoft) belong in a sales tax integration?

Which states removed the 200-transaction nexus threshold?

When does the native tax functionality in NetSuite, Business Central, Acumatica, or Sage Intacct stop being enough for a multi-state ecommerce brand?

What goes wrong in a NetSuite SuiteTax implementation for a Shopify Plus ecommerce brand?

When does the marketplace collect sales tax instead of the seller? A state-by-state reference for multi-channel brands

How do you build a single cross-channel sales tax reconciliation view across Shopify, Amazon, Walmart, TikTok Shop, and Faire?

What does Shopify Tax actually handle for sales tax, and what does your brand still own?

What sales tax does TikTok Shop handle for US sellers, and what does the brand still own?

What a US DTC brand needs to know about Mexico IVA when selling into Mexico

What does Faire handle for sales tax on wholesale orders, and what does the brand still own?

Who owns sales tax at a multi-channel ecommerce brand?

How do you handle sales tax when you drop-ship for retailer partners while running your own DTC?

What sales tax does Walmart Marketplace handle, and what does the brand still own?

How does sales tax handling differ between DTC and B2B order flow at the same brand?

What is the CAD $30,000 small supplier threshold for US DTC brands selling into Canada?

What's the difference between GST, HST, QST, and PST for a US DTC brand selling into Canada?

How do you handle sales tax when a marketplace order is returned through your direct channel?

How does a US DTC brand register for Canadian GST/HST as a non-resident seller?

What sales tax does Amazon FBA actually handle, and what does the brand still own?

How does a mid-market DTC brand orchestrate sales tax across Shopify, Amazon, Walmart Marketplace, and TikTok Shop?

How do you handle sales tax across Faire, NuOrder, and Shopify Plus B2B at the same brand?

What does Non-Resident Importer (NRI) status mean for a US DTC brand selling into Canada?

How to respond to a state sales tax audit assessment

How auditors test exemption certificates during a sales tax audit

How do you reconcile your sales tax engine output to your filed returns at high volume?

What actually triggers a state sales tax audit for a multi-state ecommerce brand?

What happens if you ignore a state sales tax notice

What does a state sales tax auditor’s first Information Document Request include?

How do you build sales tax audit-readiness into your monthly close?

What does a defensible sales tax workpaper look like for a multi-state ecommerce brand?

What records do you need to defend a sales tax audit?

How are marketplace-facilitated sales treated during a direct seller's sales tax audit?

What sampling methods do state sales tax auditors use, and how can you challenge a bad result?

How does a state sales tax audit work: the lifecycle from notice to assessment?

How does sales tax penalty abatement work on an audit assessment?

How do auditors handle product taxability disputes on an ecommerce sales tax audit?

How do states find unregistered remote sellers?

How long must sales tax records be retained by state?

How do you respond to a sales tax audit notice from a state where you’re not registered?

How do state sales tax auditors examine sourcing decisions during an audit?

What's the look-back period for unfiled sales tax, state by state?

How does nexus work when half your sales are on Shopify and half are on Amazon?

Do trade shows, pop-ups, and brand activations create sales tax nexus?

What counts toward each state's economic nexus threshold?

How to build a defensible back-tax exposure estimate, state by state

Does hiring a remote employee in a new state create sales tax nexus?

When does building a custom sales tax API integration make sense?

How do you design a Shopify-to-NetSuite sales tax data flow through Celigo?

How do you keep sales tax data continuous through a QuickBooks Online to NetSuite migration?

Should the tax engine sit upstream of the ERP, inside the ERP, or downstream of it?

When is the ERP the right system of record for sales tax filings, and when does it break?

How does Microsoft Dynamics 365 Business Central handle multi-state sales tax for ecommerce brands?

How does Sage Intacct handle multi-state sales tax for ecommerce brands?

How does NetSuite SuiteTax handle multi-state sales tax for ecommerce brands?

How does Acumatica handle multi-state sales tax for ecommerce brands?

What does a defensible custom sales tax API integration architecture look like?

How do you keep product taxability codes in sync between an ERP and a tax engine?

What's the right SKU-to-tax-code mapping strategy for a multi-thousand SKU ecommerce catalog?

How does QuickBooks Online handle multi-state sales tax for growing ecommerce brands?

What are the sales tax integration patterns for a mid-market ERP?