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.
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.
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