Sales & Use Tax Case Study www.cbiz.com/salestax Issue A financial services technology provider with nexus across the country was spending significant internal resources on compiling sale and use tax returns. It needed additional capacity to focus on taxability of its services and researching nexus issues. The client also wanted to ensure the correct rate was being collected from its customers. Solution CBIZ alleviated the strain on the client’s resources by assisting with its monthly returns. Our state and local tax team files and remits payments for roughly 200 to 250 sales and use tax returns each month. We also provide reconciliations of our payments to both the client’s accounts receivable reports and its accounts payable reports. This information gives the technology provider

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