Question Title * Where should we send your SURVEY REPORT? Name Email Question Title * HOW MANY of your firm's clients may have Sales & Use Tax obligations?Check one. NONE (0%) SOME (About25%) MANY (About 50%) MOST (About 75%) ALL (100%) Don't know / Can't say Question Title * On average, HOW MANY tax JURISDICTIONS do your clients have EXPOSURE in?Check one. None 1 to 3 4 to 9 10 to 15 16 to 25 More than 25 Don't know / Can't say Question Title * HOW MANY of your firm's clients are EXPRESSING NEW CONCERNS about Sales & Use Tax obligations?Check one. NONE (0%) SOME (About 25%) MANY (About 50%) MOST (About 75%) ALL (100%) Question Title * WHY have CLIENTS become MORE CONCERNED about Sales & Use Taxes?Check all that apply. They've been INCREASING their E-COMMERCE sales. They're SELLING into NEW STATES and JURISDICTIONS. They were the TARGET of a SALES TAX AUDIT. They're SELLING new TAXABLE products or services. They heard about the WAYFAIR decision. They received a NOTICE from a JURISDICTION where they were NOT COLLECTING TAX. N/A – We have NO clients subject to Sales & Use Taxes Other (please specify) Question Title * HOW are YOUR CLIENTS MANAGING their Sales & Use Taxes obligations?Check all that apply. They seem LESS THAN FULLY AWARE of the potential issues. They're intentionally IGNORING it. They're relying on OUR FIRM for advice and/or services. They're relying on ANOTHER FIRM for advice and/or services They're HANDLING IT ALL themselves in-house (sometimes using a software program, or simply Excel). They're trying, but THEY NEED HELP. N/A – We have no clients subject to Sales & Use Taxes Other (please specify) Question Title * HOW is YOUR FIRM handling CLIENTS with Sales & Use Tax obligations?Check all that apply. We make it a standard practice to RAISE THE SUBJECT with our clients. If they don't mention it, WE DON'T. We REFER OUT to other accounting firms. We refer out to a SOFTWARE VENDOR or AGENCY. We provide CONSULTING and ADVISORY services. We provide AUTOMATION and IMPLEMENTATION services so THEY can manage it. We handle ALL their obligations for them using a MANUAL PROCESS (i.e.: spreadsheets or the jurisdictions' websites). We handle ALL their obligations for them using SOFTWARE from a TECHNOLOGY VENDOR. We SHOULD be DOING MORE for our clients, but WE NEED HELP. Other (please specify) N/A – We have no clients subject to Sales & Use Taxes Question Title * How are you PRICING your Sales & Use Tax Services? Check all that apply. NUMBER of RETURNS and/or JURISDICTIONS COMPLEXITY BY the HOUR FIXED Rate or FLAT Fee VALUE Pricing (i.e.: Value perceived by client) We include Sales & Use Tax Services in a BUNDLE of SUBSCRIPTION services. N/A – Our firm provides no Sales Tax Services. Question Title * WHAT'S STOPPING your firm from DOING MORE in Sales & Use Tax Services?Check all that apply. Clients AREN'T INTERESTED. We're NOT INTERESTED. It's too COMPLICATED for us. It's NOT PROFITABLE for us. We don't have the TIME. We don't have the STAFF. We don't have the EXPERTISE or SKILLS (i.e: CPE and training) We don't have the SOFTWARE to AUTOMATE the service. The software COSTS TOO MUCH and/or would be TOO MUCH TROUBLE. We have NOT FOUND a SOLUTION that does what we WANT or NEED. Other (please specify) Question Title * HOW SATISFIED are you with YOUR FIRM'S APPROACH to Sales & Use Tax Services?Check one. COMPLETELY Satisfied MOSTLY Satisfied SOMEWHAT Satisfied NOT AT ALL Satisfied Question Title * WHAT, if anything, could make you MORE SATISFIED? Next
