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TeamShift

sales tax prep packet service

Sales tax packet prepared

Orders, tax reports, and exceptions gathered into a filing-ready review packet.

We handle

The work that gets done

  • Sales source report checklist
  • Tax and order exception summary
  • Filing-ready packet for the responsible reviewer

How we work

How TeamShift handles it

  1. Identify sales channels and reporting period
  2. TeamShift gathers reports and flags anomalies
  3. You or your tax professional reviews before filing

Questions

Before you request it

Does TeamShift file taxes?

No. It prepares the packet and exception list for review.

Can this include Shopify?

Yes. Shopify and accounting exports are common sources.