Sales Tax Registration Survey

We will be collecting business information so we can get you registered for sales tax with the state Departments of Revenues of your choosing.

For this survey, you’ll need:

– Incorporation details such as FEIN, corporation number, owner/officer information, business address
– Sales details (when did you start collecting sales tax, estimated annual tax liability, % revenue by location etc.

Please enable JavaScript in your browser to complete this form.

1Business Activity

2Select states

3Contact Info

4Entity Info

5Business Details

6Location Info

7Location Details

8Location Specific

9Officer Info

10Parent Co.

11Sign & Submit

Business Activity

Business Activity *

Enter a short description of what your business does

Is this business based in the United States? *

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

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Select where to register for sales tax

Checkboxes *

Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming

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Contact Information

Legal Business Name: *

If the business will be operating under a name other than the legal name, do not enter the trade name or doing business as name here.

Will the business be using a trade name? *

Also known as a DBA or fictitious business name.

Trade or DBA name for this business: *

Business Address (the address provided must be a physical address and cannot be a PO Box) *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Will your business have a mailing address different than your physical address? *

Attn: (optional) *

Mailing address: *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Tax and Licensing Authority Contact

Name *

First

Last

Is the contact person an owner/officer of the business? *

Corporate/Business title: *

Date of birth: *

Last 4 digits of social security number (SSN): *

If the contact person does not have a SSN, enter their individual taxpayer identification number (ITIN).

Mailing address: *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Email *

Phone *

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Entity Information

Entity Type *

Corporation
Limited Liability Company (LLC)
Limited Partnership (LP)
Limited Liability Partnership (LLP)
Non Profit Corporation
Sole Proprietorship
General Partnership
Trust / Fiduciary

Federal Tax ID Number (FEIN): *

A FEIN is required to register in all states. please note that if you provide an incorrect Federal ID Number (FEIN), the registration will be rejected. For more information and to apply for a Federal ID Number (FEIN), visit the IRS Website.

Is this entity a subsidiary that is owned or controlled by a parent or holding company? *

Is the entity wholly owned by the parent / holding company? *

A wholly owned subsidiary is a company whose common stock is 100% owned by another company.

Is the entity taxed as an S-corporation or C-corporation? *

C-corporation
S-corporation

Is the business qualified as tax exempt under the IRS (Non-profit, 501c3, etc.)? *

Does the entity have a 501(c)(3) exemption? *

Select the tax accounting period for this business: *

Calendar Tax Year
Fiscal Tax Year

Calendar year – 12 consecutive months beginning January 1 and ending December 31 // Fiscal year – 12 consecutive months ending on the last day of any month except December // See IRS - Tax Years for additional information

Fiscal year end: *

Country of Incorporation (if the business is incorporated in the United States in addition to another country, select United States): *

United States
Canada
Other

Is the business incorporated in a province? *

Province of incorporation: *

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Nova Scotia
Northwest Territories
Nunavut
Ontario

Country of incorporation: *

Exact date of incorporation: *

Provide the entity ID number issued to you at the time of incorporation/formation from your country/province of origin. *

This information can be found on your Articles of Incorporation / Certificate of Organization issued by the country/province at the time your entity was formed.

Sate of Incorporation: *

Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming

Entity or Corporate ID number issued by the State at the time of incorporation (not to be confused with the FEIN): *

This information can be found on your Articles of Incorporation / Certificate of Organization issued by the Secretary of State at the time your entity was formed.

Changes to an Existing Business *

None
Purchase (acquisition) of an existing business
Merger with a separate business
Change of entity type (e.g. corporation to LLC)
Reorganization
Purchase (acquisition) of assets or employees only
Became subsidiary of a corporation

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Business Details

Please provide a detailed description of your business activity, including a full description of any goods to be sold as part of a sales operation or in conjunction with any services. *

Enter the 6-digit 2022 NAICS code that best matches this business activity. *

Find the available codes at https://www.naics.com/search/#naics. The North American Industry Classification System (NAICS) is used by the Census Bureau and other federal statistical agencies to classify business establishments for the purpose of collecting, analyzing, and publishing statistical data.

Select the business activity/activities: *

Sales
Services
Manufacturing

How will tangible personal property be sold? *

Retail
Wholesale
Both

Select the type(s) of operation for this business within states being registered on this order: *

Year-round business
Seasonal
Temporary Business (pop-up)
Temporary even / special event

Businesses generally operate year round. Temporary events may be hosted independently or in addition to regular operations.

Does the business have a website? *

Website: *

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Location Information

Do W-2 employees of the business perform business activities or services in this jurisdiction? *

Independent Contractor/Freelancer

Will the business have workers that are not considered to be employees, in this state? i.e. independent contractors, subcontractors, freelancers, or sales representatives. *

If you will report anyone on a 1099 form, select "Yes".

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Location Details

Does the business have a physical location within this jurisdiction? -- "Physical location" includes a home-based business (owner’s home or home office), storefront, corporate office, mobile unit/concession stand, warehouse, production center, as well as owning / operating rental properties. *

Select no if the only location(s) within this jurisdiction is an employee's home. Select no if the only location(s) within this jurisdiction are customer jobsites (this may include out-of-state contractors, gardeners, fumigators, repair people, consultants, etc.)

Does the business utilize a third-party warehouse within this state? *

Start date for business activities within this jurisdiction / at this location: *

If applying for sales tax: This date will be used as the tax liability start date on sales tax registration and is the date the account becomes active. Deciding when to start collecting sales tax is the responsibility of the business owner. Dates prior to the start of the current month may require filing of past due returns, and penalties and interest may be assessed. If you have any questions regarding the start date, we recommend discussing and/or confirming with an accountant and/or company attorney the nexus/sales tax compliance requirements for this specific business.

Sales Information

Annual gross sales amount in this state: *

If new business, provide an estimated dollar amount.

Monthly sales tax liability in this state: *

This amount refers to the estimated amount of sales tax that will be collected from the sale of goods and taxable services. The tax liability is determined by multiplying the estimated monthly taxable sales by the tax rate. Your estimated gross sales help the authority determine how often you need to file taxes—annually, quarterly, or monthly. Providing reasonable estimates sets the stage for smoother tax filing and better financial planning for your business

Sales and Service Information

Does the business purchase items, for use by the business, that were not taxed when purchased? *

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Location Specific

Out of State Registration

Has authorization been obtained from the Secretary of State (or equivalent authority) to transact business in the selected state(s)? *

The approval document is typically called a Foreign Qualification, Qualification Certificate, Application for Authority, Application to Transact Business, or Application for Registration.

Provide the Entity or Corporate ID number issued by the state(s): *

Previously obtained Licenses/Registrations: *

None of the above
Sales & Use Tax
Employer Payroll (Withholding)
Unemployment
Telecommunications
State business license
Alcoholic beverages license/permit
Local/County License
Other

Provide details about the "Other" licenses/registrations currently held: *

Unemployment account number: *

Employer Payroll account number: *

If this location was ordered for a state sales tax registration only, no additional registration is required.

Please contact us for cancellation of this location if no additional registration is required.

If you aren't currently registered for sales tax in this state, uncheck Sales & Use tax from the above list.

Sales & Use Tax account number: *

Existing Tax Registration Credentials

This information is needed because authorities sometimes block creation of an online login if one has previously been created for the same business (or same FEIN). For a direct link to the authority's login page, find the corresponding link to the credentials requested below on Tax Registration Login Links. If the username or password has been forgotten, use the tools on the login page to reset or learn the information.

Has the business previously been registered for a sales tax account in the state(s) in question? *

If the FEIN for this business has been used to register with the specific state in the past, answer 'Yes'.

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Owner/Officer Information

Important:

Provide information for at least one individual who is an owner/officer of the parent company.

Optional - Entity Name (if providing the individual's information as owner of a parent entity)

Name *

First

Last

Title *

Chief Executive Officer
Chief Operating Officer
Chief Financial Officer
President
Vice President
Treasurer
Secretary
Director

Effective date of title: *

Percentage of ownership: *

Home Address - The address provided must be a physical address and cannot be a PO Box. If the home address is different than the business address, the individual's home address must be provided. *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Home/Cell Phone: *

Email *

Is this person a US Citizen? *

Does this person have a Social Security Number (SSN)? *

Does this person have an Individual Taxpayer Identification Number (ITIN)? *

Social Security Number - A SSN is required. Providing incorrect information will result in your registration being rejected. *

Individual Taxpayer Identification Number (ITIN): - Optional *

Date of Birth *

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Parent/Holding Company Information

Entity Name *

Address - The address provided must be a physical address and cannot be a PO Box. *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Does this entity operate a business in the United States that generates income? *

Federal ID Number (EIN) *

Parent/Holding Company Phone *

Parent/Holding Company Email *

Effective Date of Title/Ownership: *

Percentage of Ownership: *

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Sign and Submit

Please note that RJ Tax Consulting is acting in the capacity of your agent in the preparation and submittal of these registrations with the information you have provided. Therefore, please execute the following certifications: *

I hereby certify to the best of my knowledge that all information submitted is true, correct, and complete. I understand my responses will be used on documents and communications sent to the jurisdictions in scope of this project. I am aware that missing, incomplete or inaccurate information in this questionnaire may lead to rejection of the tax registration application or delays in completing the project and may incur additional fees. I also agree to all specific disclaimers as may be provided for the individual registrations.

Name of Person Signing *

Date Signed *

All done! Hit the submit button below.

What happens next? -- Please allow 5 to 7 business days for preparation of the registration application. Preparation may be delayed if the registration requires additional action from you.

If you need to make changes, hit the Previous button, make the changes, then come back here and submit.

Save and Resume Later

Your form entry has been saved and a unique link has been created which you can access to resume this form.

Enter your email address to receive the link via email. Alternatively, you can copy and save the link below.

Please note, this link should not be shared and will expire in 30 days, afterwards your form entry will be deleted.

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Email *

Sales Tax Registration Survey

Business Activity

Select where to register for sales tax

Contact Information

Tax and Licensing Authority Contact

Entity Information

Business Details

Location Information

Independent Contractor/Freelancer

Location Details

Sales Information

Sales and Service Information

Location Specific

Out of State Registration

Owner/Officer Information

Parent/Holding Company Information

Sign and Submit

All done! Hit the submit button below.

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