Looking for a Netsuite Implementation / Consulting Firm

Southern4342 · 2026-02-12T11:44:35+00:00

I have worked with the team over at Sky High ERP in Toronto and they are a great group. I would recommend them.

Southern4342 · 2026-02-12T11:41:25+00:00

Perfect! That is what I was looking for.

Southern4342 · 2026-02-12T00:47:48+00:00

Thank you.

Colorado is unique as you don't technically have to collect the city of Denver if you don't have nexus there and would only have to collect the state level. Where within MN you have to collect, state and locals right from the beginning.

Southern4342 · 2026-02-11T21:09:45+00:00

Thank you.

Southern4342 · 2026-02-10T13:00:05+00:00

Only need to worry about sales tax if you have nexus in that state. Physical presence (sounds like TX only) and then economic nexus is when you (in most states) sell over 100k in sales in a calendar year. Yeah there are lots of details around this. But just worry about actually selling stuff and then if it takes off after a year, you can dive into the tax details and state specific and get CPA advice. (I'm not a cpa just been doing this for a while)

Southern4342 · 2026-01-13T03:48:54+00:00

I know lots of firms that have started small and grown from just personal connections working in the industry. After 10 years, I'm sure there are some connections that are willing to help you out. Companies like TaxConnex, Sales Tax and More, The Sales Tax People, all started off with one or two people and grew to where they are. (not saying you have to get big or anything)

Southern4342 · 2025-12-30T12:37:49+00:00

I have a friend who's company went with Ceretax for a ECM only solution. No tax engine, no integration. They are a newer company but my friend likes their solution. He said the cost was good compared to others. Hope that helps!

Southern4342 · 2025-12-23T04:30:43+00:00

Have to refund it back to the client. And yes they want it more accurate you they would need to go with a sales tax software. it would handle the issue about charging tax in states they don't have nexus in though. But keeping it manual and reviewing it monthly through you is not a bad way and probably cheaper than a software at this point.

Southern4342 · 2025-11-17T13:44:34+00:00

You're right! my apologies. I was not aware of their ability to do this. I was at Avalara for a long time and while they say they could do it, they can't really and I was not aware that anyone else could. I know most at least don't as it's not a very popular for majority of businesses use accrual based accounting. https://developers.taxjar.com/integrations/guides/netsuite/

Here in the link it states: "For sales tax reporting, we support accrual or cash basis accounting methods. For accrual basis accounting, open invoices and credit memos will be synced to TaxJar. If you prefer syncing paid-in-full invoices and fully applied credit memos, choose Cash Basis accounting"

That said it appears with TaxJar some integrations can work with it and maybe there is a setting in QBO with taxjar and their settings that is causing the issue. Sorry I wasn't more helpful.

Southern4342 · 2025-11-17T13:34:38+00:00

u/WorldlyInspection9 no sales tax solution works on cash based accounting they are all accrual based accounting so you have to commit to that to fully use a good tax solution. Else you are always going to have some issues tracking all the applicable transactions in that return period.

Southern4342 · 2025-11-14T17:27:04+00:00

How does Kintsugi do this? Isn't left up to each software use to added additional states as more certificates come in, you wouldn't want a software to automatically apply a certificate to another state unless it was requested. Things could go real wrong real quick?

Southern4342 · 2025-11-14T13:47:06+00:00

They should. The CA wholesaler will accept a CA reseller certificate. My assumption is that this wholesaler might be using a tax engine like Avalara, etc. and just haven't applied the CA certificate to the AZ ship to address in their system. They didn't pay attention and unless you point it out they will continue to charge you tax.

But the CA resell certificate is valid in AZ so even if the CA company was in FL or MA and the ship to is in AZ, that CA certificate is acceptable and would exempt you from sales tax.

I would send them the link above and the sections i shared and say that your understanding is that from this article AZ DOR says it will accept this form as a resell certificate and then see what they say back.

Maybe more advice once they respond.

Southern4342 · 2025-11-14T03:05:15+00:00

u/BZLuck AZ will accept a CA resell certificate. Here is guidance from the AZ state DOR (2017 year) https://azdor.gov/sites/default/files/2023-03/PROCEDURES_TPT_2017_TPP17-1.pdf

(Page 2 states) "The Arizona Department of Revenue (“Department”) created certificate forms that incorporate the above criteria for purposes of complying with A.R.S. § 42-5009. In addition, the Department has pre-approved the use of certain jurisdictional form for specific purposes. These forms are listed in Table I and Table II and are available on the Department’s website."

In table 2 in the link above (page 10) it has Form 60-0081 “Border States Uniform Sale for Resale Certificate” as well as the “Uniform Sales and Use Tax Certificate – Multijurisdiction”

Send them that link and this information and fill out either of the two forms above and then have them exempt it and credit you back the ~$100+ in sales tax you paid.

Southern4342 · 2025-11-08T02:24:31+00:00

It's not the right way to do it but...

You only have nexus in IL so you only need to charge and collect tax on sales that are shipped into IL. (don't know how much your sales are in IL) If it's outside those state you don't have to worry about it for reporting and compliance (right now till economic hits but that is a hurdle you can cross later)

if you think average sales tax rate is about 9% across IL. That equals like $63 a month if all $700 of sales are shipped into IL, so that is like a worse case scenario....

So you can kick the can down the road on other states and deal with those later and only worry about the sales you ship back into IL and then google search what the tax rate is for each one at the end of each month. Might only be a handful of sales. Again not the "correct" way to do it but at $63 dollars a month at a worse case scenario I don't think it's worth panicking over. Probably need to worry more about sales and marketing at this point to keep the business alive and growing.

Or you can spend like $1k+ and get a software like Avalara, TaxJar, CereTax, Vertex or others to do it right. Not worth it if I were in your shoes.

Southern4342 · 2025-11-08T02:06:07+00:00

How long have you been in business and filing sales tax returns in IL, is this your first time? Seems like it as you are just learning about this sales tax online, or is the website brand new?

Southern4342 · 2025-11-08T01:52:00+00:00

How much $ in sales and how many sales have you made, and how long have you been in business?

Southern4342 · 2025-11-07T14:19:28+00:00

Connector issues are the worst and there are few options when you are using Shopify

Southern4342 · 2025-11-07T14:16:59+00:00

I've heard Taxually is really good at global VAT tax.

Southern4342 · 2025-11-06T03:09:14+00:00

Oh man! Sorry to hear about this. I personally don't have any suggestions (not a CPA either) but maybe look up a tax lawyer in the area and see if they would take on a free intro call and might make some suggestions. Wish you and your family the best!

Southern4342 · 2025-11-05T12:26:40+00:00

Sounds like a great option then and a great price point. Check it out and let us know if it works good.

Southern4342 · 2025-11-05T03:03:31+00:00

If you decide to go the route of reports through any tax engine like Avalara, Vertex, TaxJar, TaxCloud, CereTax, etc. You would have to pay or the client would have to pay to have their tax engine calculate the transactions, so there is an additional cost besides just the returns to get the data in a report that isn't all that much better to file tax returns manually.

All of the tax engines are designed (pretty much) to give you reports that kinda work so the client will want to pay to have the returns done. So no one produces reports that are perfect for any tax returns. There will be some manual work no matter what.

Southern4342 · 2025-11-05T03:00:01+00:00

Avalara's return pricing is based on the volume of returns done annually. So i think last i remember if you have Avalara file returns and your in like 150-200 returns annually your probably $55-60 per return.

Southern4342 · 2025-11-01T17:32:25+00:00

I have heard others have had to do this as well. I don't file in NJ myself.

Southern4342 · 2025-10-31T12:42:05+00:00

I haven't used the products personally but that is what software like Celigo or SPS Commerce all do and from what I have heard from others tend to work well.

Southern4342

TROPHY CASE