19 Jul 2023
3 min read

Transition Your Sales Tax Provider: 4-Step Guide

Are you frustrated with your current sales tax compliance process? You're not alone, and transitioning to a new sales tax provider can be simpler than you think.
Call Peisner Johnson to switch your sales tax compliance process today
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Are you tired of grappling with an expensive and ineffective sales tax compliance process? You're not alone, and the good news is that switching your sales tax provider can be a smoother process than you might think. At Peisner Johnson, we've assisted numerous businesses in making this transition, and we're here to share a simple 4-step guide to help you do the same.

The Need for a Change

Many businesses find themselves shackled to outdated, costly, or cumbersome sales tax compliance processes. They might be paying a significant sum for a system or automation service that fails to meet their specific needs. So why do some businesses continue down this frustrating path? Often, it's because they fear the perceived complexity of transitioning to a new provider. But we're here to assure you that it's not as daunting as it seems.

1. Gather Essential Documentation

Before embarking on your provider transition journey, it's crucial to get your tax and legal documentation in order. This step streamlines the onboarding process with your new provider and ensures that no vital documents are lost in the shuffle. Gather documents such as your current tax calendar, return filing frequency, sales tax ID numbers, exemption certificates, and any other relevant items. Additionally, secure copies of returns and reports from your existing provider to maintain a comprehensive record.

Taking the time to organize your documentation will not only simplify the transition but also provide you with a clear overview of your sales tax compliance requirements.

2. Send a Cancellation Notice

Once you've identified a new sales tax compliance provider that suits your needs, it's time to terminate your engagement with the current one. Draft a cancellation notice specifying the final date of your engagement and outlining how you'd like your current provider to handle any pending returns during that period. Ideally, this step should occur after selecting your new provider to prevent any gaps in sales tax support.

Before sending the notice, review the terms of your current engagement contract to understand any cancellation policies and notice requirements to avoid unexpected fees or complications. Clear communication is key during this phase.

3. Address Outstanding Notices

As you transition away from your current provider, there may still be open notices or ongoing processes that need resolution. It's possible that your previous provider could continue to receive these notices even after your departure. To avoid potential complications down the road, prioritize resolving these issues before your current engagement concludes.

By addressing these matters proactively, you'll ensure a smoother transition and reduce the chances of disputes or additional challenges arising later in the process.

4. Smooth Onboarding

Once you've chosen a new sales tax consultant, the onboarding process becomes straightforward. If you've diligently gathered all your documentation, you can share it with your new partner to kickstart a formal onboarding process. During this stage, your provider will conduct a comprehensive review of your business and liability, working closely with you to identify and execute the necessary next steps.

Effective onboarding sets the stage for a successful partnership with your new provider. It's an opportunity to align your sales tax compliance strategy with your business goals and objectives.

Make a seamless transition with your sales tax compliance proviuder
Photo by Brooke Cagle on Unsplash

Seeking a Seamless Transition

Look no further than Peisner Johnson if you're in search of a streamlined sales tax provider transition. If sales tax compliance has become a source of frustration and uncertainty, we offer a lifeline to businesses seeking a better process.

Discover Peace of Mind

Our "What's Next Call" is a free consultation where we'll help you find a sales tax solution that instills confidence. Let us have the honor of working with you to streamline your sales tax journey and ensure a good night's sleep.

Don't let outdated or ineffective sales tax processes hold your business back. Embrace change, simplify your compliance, and take the first step towards a brighter, more efficient future in sales tax management.

Trust 'The Sales Tax People'

With 30+ years of experience and a deep understanding of sales tax compliance, the team at Peisner Johnson is your trusted partner in navigating the complexities of the tax landscape. Our commitment to excellence and dedication to your success set us apart in the industry. Contact us today to begin your journey towards effortless sales tax compliance.

By following these four straightforward steps, you can transform your sales tax compliance process, reduce costs, and regain control of your financial operations. Change is on the horizon, and it's an opportunity to thrive in a sales tax landscape that works for you.


Transitioning to a new sales tax provider need not be a daunting task. With careful planning, proactive communication, and the right partner by your side, you can effortlessly navigate this process, reduce costs, and regain control of your sales tax compliance. Peisner Johnson, with its years of experience and commitment to excellence, is here to help you on this journey. Our "What's Next Call" offers a risk-free opportunity to explore a better, more efficient sales tax management solution tailored to your business needs. Don't let outdated systems or cumbersome processes hold you back; embrace change and look forward to a brighter, more streamlined future in sales tax compliance. Trust the experts at Peisner Johnson to guide you toward success. Contact us today and take the first step toward effortless sales tax compliance.
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