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Closing the Year · A Q4 Series

Peak-season volume can cross a sales-tax line. This week, a live check on whether you're about to.

This week, John May runs a live diagnostic: the three ways Q4 quietly creates a sales-tax obligation in a new state, inventory, people, and volume, and the one threshold most sellers cross without noticing. Bring the states you’re least sure about. 

Date
Thu, November 12
Time
12:00 PM ET
Duration
30 min
Format
Live
John May
Customer Marketing & Engagement, Webgility
  • The three ways you trigger sales tax in a new state: inventory, people, and volume
  • Economic nexus, the threshold most sellers cross in Q4 without noticing, and how to spot it coming
  • Open Q&A at the end, bring the states you're least sure about
How It Works

30 minutes. Real books. Torn all the way down.

This isn't a webinar with 45 minutes of slides and a 5-minute Q&A. Each week we put a real set of ecommerce books on the table and tear them down to the transaction, show you where the close breaks, and rebuild it clean. Live, with a Webgility accounting expert in the room.

Part 01
The Books
Every session starts with a real set of ecommerce books.
Part 02
The Teardown
We take the books apart with real data.
Part 03
Open Q&A
Bring your setup, your channel mix.
This Session

The sale that crosses a threshold doesn't feel any different. The tax bill that follows does.

 Once you sell past a state’s economic nexus threshold, you owe sales tax there, whether or not you have anything physical in the state. Most sellers cross a line in Q4, when holiday volume stacks up across every channel, and don’t find out until a back-tax notice arrives with penalties attached. This week we walk the three things that create an obligation, inventory sitting in an FBA or 3PL warehouse, a remote employee or contractor, and sales volume crossing a state’s threshold, and show you how to see it coming instead of cleaning it up in January. This isn’t tax advice, it’s the diagnostic that tells you which states to actually look at. 

Three ways you cross
Inventory you don't control, a single remote hire, or sales volume over a state's threshold. Any one creates an obligation you never signed up for.
Volume counts across every channel
A state's threshold counts your total sales into that state, Shopify plus Amazon plus Walmart, not per channel. That's why Q4 crosses lines fast.
Find it before the notice does
Crossing a threshold is quiet. The penalty isn't. Knowing which states you're near turns a January cleanup into a November decision.
HOW A GOOD Q4 CROSSES THE LINE
Under all year
A seller does $90,000 into one state through October, comfortably under a common $100,000 threshold.
Then the holidays hit
Black Friday and December add $25,000 into that state, Shopify and Amazon combined. The line is crossed.
The obligation starts
From that point, sales tax is owed in that state. Miss it, and the back tax and penalties surface in the new year.
Thresholds vary by state (often around $100,000 or 200 transactions, but not always) and count every channel's sales together. Illustrative, your states are what matter, which is what to check this week.
Who Should Attend

Built for operators who are past the basics.

Multichannel sellers on 2+ platforms
Shopify plus Amazon, Walmart, eBay, or any combination.
Founders running their own P&L
You read the numbers yourself.
Bookkeepers and accountants
If you close books for sellers on QuickBooks or Xero.

The close gets harder as you scale.

At $300K in annual ecommerce revenue, a missing fee classification is an annoyance. At $3M, it's a margin decision being made on the wrong number. The Clinic is built for the range where that distinction starts to matter.

Typical attendee revenue$500K to $10M
Typical channel mix2 to 5 platforms
Accounting systemQuickBooks or Xero
Cost to attendFree

Watch a live teardown. Then close your own books.

Register above for this week's teardown.

The Demo

Find out what your operational gaps are actually costing you.

Our team of experts will help surface your operations and finance concerns. In 30 minutes, we will discuss your channels, accounting setup, leakages, inventory inconsistencies, and close process.

Operational Snapshot ● Live
Orders reconciled today 1,247 ✓
Amazon payout tied out $47,241 ✓
Exceptions resolved 3 cleared
Inventory synced All channels ✓
Books status Certified ✓