US sales tax with economic nexus watched in all 50 states
SeroBooks tracks where your sales put you over a state’s economic nexus threshold, applies sales tax to invoices and counter sales, and gathers it for filing.
US sales tax, handled by Sero
Economic nexus watch
Sales tracked against thresholds in all 50 states so you see nexus coming.
Tax on every line
Invoices and counter sales carry the state and local tax you set up.
Sales Tax Centre
Tax collected by state and period, ready to file and record.
Marketplace facilitator
Tax Amazon collected is split out of settlements so it is not reported twice.
Exempt customers
Mark resale or exempt customers so tax is not charged in error.
Cross-border ready
Canadian businesses selling into the US track both systems in one ledger.
One company, one login, three products that share their numbers
SeroBooks
The books, the store, the bank. One ledger.
Accounting that runs the whole business — invoicing, inventory, banking, sales tax, payroll and year-end for Canada and the United States.
SeroPOS
The point of sale built for the rush.
Point of sale for restaurants and retail — tables, kitchen tickets, inventory, loyalty and online ordering on iPad, Android, Windows and Mac.
SeroPayroll
Payroll for every province. Right to the cent.
Canadian payroll for all 13 provinces and territories — CPP, EI, QPP, vacation, stat holidays, remittances, T4s and ROEs.
Why economic nexus matters
Since the 2018 Wayfair decision, US states can require out-of-state sellers to collect sales tax once their sales into the state pass a threshold, even with no warehouse, office or employee there. Thresholds differ by state, and some count the number of transactions as well as dollars. A growing e-commerce brand can quietly cross several thresholds in a single good quarter without noticing.
SeroBooks watches economic nexus across all 50 states, tracking your sales into each one against its threshold. That gives you warning as you approach a state’s limit, so you can register and start collecting before you owe tax you never charged your customers, which is far harder to recover after the fact.
Charging and collecting
Once you are registered in a state, SeroBooks applies the sales tax you configure to invoices and counter sales, and SeroPOS does the same at the till for physical stores. Exempt customers, such as resellers with a valid certificate or exempt organizations, are flagged so tax is not charged in error, which avoids awkward refunds and credit notes later.
Tax collected flows into the SeroBooks Sales Tax Centre by state and by period. The figures come from the same ledger as your sales, so returns reconcile to the books, and if a state auditor asks how a number was calculated you can trace it back to the individual invoices and sales that make it up.
- Nexus thresholds monitored by state
- State and local tax applied to sales
- Exempt and resale customers
- Returns prepared by state and period
Marketplaces and Amazon
Most states treat marketplaces such as Amazon as marketplace facilitators that collect and remit sales tax on behalf of their sellers. SeroBooks for Amazon splits that tax out of each settlement, so your own returns only include the sales you are responsible for. It supports Amazon.com along with Amazon.ca and Amazon.com.mx for sellers who operate across North America.
Whether marketplace sales count toward your own nexus threshold varies from state to state, and that detail catches many sellers out. Seeing marketplace and direct sales together in one ledger, with the nexus watch running across both, helps you and your accountant decide where you need to register and when.
Built for US and Canadian sellers
SeroBooks is built for both Canada and the United States from the start. A Canadian brand selling into US states can track GST and HST at home and US sales tax abroad in one ledger, with one set of books and one close each month. A US business gets the same tools without having to work around Canadian settings it will never use.
SeroBooks starts at $79.99 a month in USD, with a 14-day free trial. US payroll, with federal and state withholding and W-2 EFW2 files, is included in SeroBooks Pro at $300 a month, so a growing US business can keep sales tax, payroll and accounting in the same system as it grows.
Frequently asked questions
What is economic nexus?
Economic nexus is the rule, adopted by states after the 2018 Wayfair decision, that a seller must collect a state’s sales tax once sales into that state pass a threshold, even with no physical presence there. SeroBooks tracks your sales against those thresholds in all 50 states so you can register in time.
Does SeroBooks file US sales tax returns?
The SeroBooks Sales Tax Centre gathers tax collected by state and period from the ledger, so you have the figures to file each state return and record the payment. Filing methods and frequencies differ by state, so confirm the right approach for each registration with your accountant.
How does SeroBooks treat Amazon marketplace tax?
SeroBooks for Amazon splits marketplace-facilitator tax that Amazon collected out of each settlement, so it is not reported again on your own return. SeroBooks for Amazon is $150 a month in USD and supports Amazon.com, Amazon.ca and Amazon.com.mx, with core accounting included in the price.
Can a Canadian business use SeroBooks for US sales tax?
Yes. SeroBooks handles Canadian GST, HST, PST and QST and US sales tax in the same ledger, which suits Canadian businesses selling into the US. Economic nexus is watched across all 50 states, so you can see when US sales start to create a filing obligation.
Does SeroBooks support tax-exempt customers?
Yes. Customers such as resellers or exempt organizations can be marked as exempt, so sales tax is not charged on their invoices or counter sales. Keep their exemption or resale certificates on file as your state requires, since you may need to produce them in an audit.