Manage sales tax settings

I need the sales tax settings reviewed and adjusted for our services before this quarter closes. Ensure Nexus is set for Vermont and Massachusetts, set tax collection to active for services where required, and add the tax registration number VT-98765432. Verify that tax is not collected for clients with exemption status and list any invoices that will be affected by the change this month.

Before I enable or change sales tax collection, make it easy for approval: surface the list of states where we currently have nexus, show which clients are flagged as tax-exempt, estimate additional tax liability by state for the last 90 days, and call out any missing registration numbers or required certificates that would make a reviewer hesitate to flip collection on.

I enabled nexus for Massachusetts because we had three projects and a contractor based there this year. I’m afraid this will retroactively affect invoices or create compliance risk if we aren’t registered. I don’t know if registration is required yet or whether we can limit collection to future invoices. What is the likely issue, and what single next step should I take to minimize risk while keeping revenue flowing?

Every quarter we scramble to determine where Rowan Creative has nexus; we miss registrations, later add tax to invoices, and spend hours fixing customer disputes. This pattern costs time and risks penalties. What structural habit should we adopt to stop lagging behind nexus triggers, who should own monitoring, and what monthly report would prevent last-minute scrambles?