Sales & Usage Tax

Workflow Template

Sales & Usage Tax

This workflow template illustrates the data collection, reconciliation, analysis and approval of the preparations made for yearly sales and usage tax payments. Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the Sales & Usage Tax process.


Related KPIs : Percentage of Taxes Filed On-Time, Effective Tax Rate, Total Expense: Tax


What is Sales & Usage Tax?

Sales & Usage Tax is the process of taxation involving in-state transactions (usually imposed on the sales of tangible personal property and selected services - i.e., retail sales; it is typically collected by the seller from the purchaser and remitted to the state) and transactions made outside of state lines (imposed on transactions that would have been subject to the sales tax if both the buyer and the seller were located in the same state). This process involves the data collection, reconciliation, analysis and approval of the preparations made for yearly sales and usage tax payments.


Download a Sample Sales & Usage Tax

Frequently Asked Questions

Q: How do you create your Workflow Templates?

A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.

Q: What can a Workflow Template do for me?

A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!

Q: What’s in the box when I buy one?

A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).

Q: Your download-able templates look great. But I need something custom. Can you help?

A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us (info@opsdog.com) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.

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