EcomTax

Open EcomTax, choose your filing period, and pull in sales from your stores and marketplaces. Connect Shopify, Amazon, or WooCommerce, or drop in a CSV from your cart or ERP. EcomTax maps each transaction to the right jurisdiction, then organizes everything by state so you can see where you’re collecting, how close you are to thresholds, and which returns are coming due. Use the state dashboards to confirm registrations, check economic nexus status, and flag outliers before you start preparing returns.

When it’s time to file, pick a state, and EcomTax builds a state-formatted summary with county and city breakdowns that match the state’s return layout. Reconcile totals against gateway payouts or bank deposits, filter by product taxability, and apply exemptions or adjustments in-line. Lock the reporting window to prevent late edits, add notes for any changes, and export the package in CSV or PDF for submission through the state portal. If you manage multiple filing frequencies, create a checklist that groups monthly, quarterly, and annual obligations so nothing is missed.

Automate repetitive work with the API: push new orders as they happen, schedule nightly syncs from your data warehouse, or trigger webhooks when a threshold is crossed in a new state. Set email reminders for due dates, payment confirmations, and approval steps; route alerts to the right teammate by role. Use saved views and custom report templates to support different stakeholders—operations gets order-level detail, accounting gets liability by jurisdiction, and leadership sees trendlines. Every edit is tracked with a timestamped audit log so reviews move quickly.

Plan payments instead of reacting to them. EcomTax projects liabilities from recent sales, helps you set aside funds, and calculates prepayments when they apply. Manage multiple entities and locations from one place, keeping return archives, resale certificates, and correspondence attached to each period for fast audit response. If you expand into a new marketplace or add a warehouse, update settings once and let EcomTax propagate the impact across states and localities. The result is a predictable, low-friction workflow that turns sales data into compliant filings without spreadsheets or guesswork.