Operations · Tax Reports

Sales tax, tracked as it happens

Worthy calculates and tracks sales tax liability at state, local, and country level as transactions settle. See what you owe where, understand where obligations are approaching, and export reporting your filing process can actually use.

State and local

Tracking including home-rule jurisdictions

As it accrues

Liability visible continuously, not at quarter end

Nexus alerts

Before a threshold is crossed, not after

Filing-ready

Export by jurisdiction and period

Liability without the scramble

Know what you owe, where, and when

Sales tax goes wrong in three predictable ways: rates applied incorrectly, nexus crossed unnoticed, and filing built by hand from raw transaction data. Worthy addresses each.

Jurisdiction detail

State, county, city, and district

Sales tax is rarely just a state rate. District, county, and special jurisdiction rates stack on top, and home-rule states administer their own. Worthy applies the correct combined rate at the transaction level and keeps the detail available underneath.

  • Combined state, county, city, and district rates

  • Home-rule jurisdictions tracked separately where they self-administer

  • Rate changes applied automatically as they take effect

Nexus monitoring

See obligations before they arrive

Economic nexus thresholds are easy to cross without noticing, and the penalty for noticing late is back taxes plus interest. Worthy tracks your volume and transaction count against each state threshold and warns you while there is still time to register.

  • Volume and transaction count tracked per state

  • Alerts as thresholds approach rather than after they pass

  • Registration status recorded alongside each jurisdiction

Filing

Export what your filing process needs

Filing-ready reporting broken down by jurisdiction and period, including taxable and exempt sales and any variance between what you collected and what you owe. Hand it to your preparer or load it into your filing software directly.

  • Breakdown by jurisdiction and filing period

  • Taxable, exempt, and non-taxable sales separated

  • Variance between collected and owed surfaced explicitly

Jurisdiction detail

State, county, city, and district

Sales tax is rarely just a state rate. District, county, and special jurisdiction rates stack on top, and home-rule states administer their own. Worthy applies the correct combined rate at the transaction level and keeps the detail available underneath.

  • Combined state, county, city, and district rates

  • Home-rule jurisdictions tracked separately where they self-administer

  • Rate changes applied automatically as they take effect

Nexus monitoring

See obligations before they arrive

Economic nexus thresholds are easy to cross without noticing, and the penalty for noticing late is back taxes plus interest. Worthy tracks your volume and transaction count against each state threshold and warns you while there is still time to register.

  • Volume and transaction count tracked per state

  • Alerts as thresholds approach rather than after they pass

  • Registration status recorded alongside each jurisdiction

Filing

Export what your filing process needs

Filing-ready reporting broken down by jurisdiction and period, including taxable and exempt sales and any variance between what you collected and what you owe. Hand it to your preparer or load it into your filing software directly.

  • Breakdown by jurisdiction and filing period

  • Taxable, exempt, and non-taxable sales separated

  • Variance between collected and owed surfaced explicitly

Accounting exports

Clear for finance, defensible in an audit

For engineering

Liability you can see before quarter end

Tax liability that only becomes visible when the filing deadline arrives is a cash flow problem as much as a compliance one. Continuous visibility means no surprises in the last week of the quarter.

  • Liability accrues visibly in real time

  • Forecast upcoming filings from current trajectory

  • Reconciles against collected amounts automatically

For audit and compliance

Evidence at the transaction level

When a jurisdiction asks how a figure was reached, the answer needs to go all the way down to individual transactions and the rate applied to each. That trail exists by default.

  • Rate applied recorded per transaction

  • Historical rates preserved as they change

  • Full export for examination

Capabilities

The parts that get sales tax wrong

Most tax problems trace back to one of these four, so each is handled explicitly.

Multi-level rates

State, county, city, and special district rates combined correctly per transaction and kept separable underneath.

Exemption handling

Exempt sales and resale certificates recorded against the transactions they apply to.

Threshold alerts

Economic nexus tracked per state with warnings while there is still time to register.

Historical accuracy

Rates preserved as they were on the transaction date, so restating a prior period gives the right answer.

Common questions

Tax reporting, answered

Worthy calculates, tracks, and produces filing-ready reporting. Filing itself stays with you or your tax preparer, which keeps the professional responsibility where it belongs. Most customers load the export directly into their filing software or hand it to their preparer.

Rates update automatically as jurisdictions change them, and the rate in effect on the transaction date is preserved on that transaction. Restating a prior period returns the rates that actually applied then rather than current ones.

Reporting supports country-level tax alongside US state and local detail. The depth of sub-national breakdown varies by country, so bring your specific markets to the first call and we will confirm what the reporting looks like for them.

No. Worthy shows you what your transaction data implies about liability and where thresholds sit. Whether to register in a jurisdiction, how to treat a particular product category, and what to file remain decisions for you and your tax advisor.

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OPERATIONS · TAX REPORTS

Ready to stop guessing at liability?

Bring the states you sell into and your current filing process. We will show you what continuous tracking looks like against your actual transaction history.