Purchase / Description
Connect the two source records needed for purchases missing sales tax and keep them current.
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Tax
Use tax review
Purchases that came in without sales tax are pulled from the card and AP feeds, and the agent computes the use tax due before the return.
Book a demoIndirect tax workbench
ERP · card feeds connectedUse tax review
September 2026 draft close
Untaxed purchases
$120.3K
8 source transactions
Proposed use tax
$4,868
Includes amounts under review
Taxability review
2
Jurisdiction decision required
Ready to accrue
3
Confirmed taxable purchases
Missing sales tax exception queue
Validate ship-to jurisdiction and product taxability before posting use tax.
| Purchase | Description · evidence | Tax basis | Tax treatment | |
|---|---|---|---|---|
Warehouse scanner online purchase Invoice · ship-to receipt | $8,420 $541 due | Accrue use tax Ready | ||
Packaging samples from Ohio Invoice · resale certificate | $3,860 $0 due | Exempt · resale No accrual | ||
SaaS subscription Vendor invoice · user roster | $12,400 $819 due | Pending taxability review Needs review | ||
Machine parts from Delaware Invoice · receiving record | $28,700 $1,894 due | Accrue use tax Ready | ||
Freight service Freight bill · bill of lading | $6,280 $0 due | Exempt · service No accrual | ||
Office furniture from Oregon Invoice · delivery confirmation | $14,600 $964 due | Accrue use tax Ready | ||
Ingredients for resale Invoice · resale certificate | $36,200 $0 due | Exempt · resale No accrual | ||
Security software subscription Vendor invoice · admin roster | $9,850 $650 due | Pending taxability review Needs review |
Transaction review
AMZ-908812
Warehouse scanner online purchase
Source transaction & evidence
- Vendor
- Northline Industrial Supply
- Source system
- AP invoice · NetSuite
- Imported
- Sep 1, 2026 · 9:42 AM
- Evidence packet
- Invoice · ship-to receipt
Evidence linked
Seller charged no tax; the scanner was received at the Newark warehouse.
Use tax calculation
Tax basis
$8,420
Effective rate
6.43%
Proposed tax
$541
Review trail
Source purchase imported
Sep 1, 2026 · 9:42 AM
Evidence packet evaluated
Evidence linked
Reviewer decision confirmed
Rules-based classification
Workflow
What this app handles
Review the current state of purchases missing sales tax and complete “Post use tax accrual” from the same workspace.
Untaxed purchases
$486K is calculated from the current worklist. 1,206 transactions.
Tax basis / Use tax treatment
Review evidence and status on each item, with exceptions brought to the front.
Post use tax accrual
Write the approved result back and retain who changed what and when.
Recommended connections
Recommended systems for this app
Connect the systems and data you already use in the way your workflow needs.
- Avalara
Rates and filing sync
- QuickBooks
Ledger and payment data
- Brex
Card transaction sync
- Microsoft Excel
Import and export
- Accounts payable and procurement
Purchases, ship-to state, and tax charged
- State revenue portals
Use-tax rates, returns, and filing status
Related apps
Apps used with this workflow
- Tax
Resale certificate tracker
Each exempt customer carries a resale certificate with an expiry date, and the agent requests a fresh one before it lapses.
- Tax
1099 vendor filing
Payments to contractors are totaled by vendor at year end, and the agent prepares and e-files the 1099s with the IRS.
- Tax
Quarterly estimated taxes
Year-to-date income drives the quarterly estimate, and the agent computes the payment and schedules it with the IRS and New Jersey.
TAILORED IMPLEMENTATION
Bring Use tax review into the way your team already works
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.