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Hey there, Pat!
What needs your attention and what's next — pulled together from the sample company's cases, deadlines, documents, and messages.
Waiting on you
Nothing is waiting on documents or answers from you.
Upcoming deadlines
- This weekSample VDA: gather 2023–2025 sales records (fictional) — Oct 24, 2026
- LaterSample ruling request: confirm the facts with the owner (fictional) — Nov 7, 2026
Active matters (1)
All ten tools
Tools
These are the same tools described on the Washington Tax Desk website. Open one here to enter facts, upload documents, save work, and download the results.
Start a workflow
Begin or resume a matter.
Tax Refund Engine
Upload purchase data and identify potential Washington sales and use tax overpayments for review.
Open toolWork Papers
Turn an auditor's workbook into organized findings, exceptions, rate checks, and supporting work papers.
Open toolVDA
Organize eligibility, estimated exposure, evidence, review, and a complete voluntary-disclosure package.
Open toolRuling Requests
Develop the transaction facts, questions presented, cited analysis, review record, and finished request package.
Open toolAnnual Reconciliation
Compare reported figures with actual revenue by state or country, calculate the true-up, and prepare the memo, workbook, and filing packet.
Open toolManage records and risk
Maintain nexus, notices, legislative monitoring, and taxability decisions.
Tax Rate & Location Code Finder
Find current Washington DOR sales/use tax rates and location codes by address, then save the lookup with your work.
Open toolNexus Monitor
Screen sales-tax nexus across all 50 states and DC, preserve dated state authority, and open a deeper Washington review when needed.
Open toolDOR Notices
Keep Department letters private with their deadlines, risk, required actions, requested documents, and supporting excerpts.
Open toolLegislative Watchlist
Choose tax topics and industries, rank bills by relevance, and pin the Washington legislation you need to follow.
Open toolTaxability Matrix
Keep product and service taxability decisions, authority, jurisdictions, and review status in one maintained record.
Open tool