Proposal and engagement
What your proposal and engagement letter include.
The proposal
What you found The states where they owe, and any past exposure.
What you recommend Registration, ongoing filing, and clean-up if needed.
Scope per service What is included in each line item.
Price A setup fee plus a monthly fee.
Timeline When registrations and first filings happen.
What you need from them Access to sales data and the platform connection.
The engagement letter
Scope and states covered Which services, which states, which filing periods.
What is excluded Income tax, audits and new states unless added.
Client responsibilities Accurate sales data, and telling you about new states, products and hires.
Approval deadlines When they must review and approve each filing.
Fees and scope changes How new states or back-filing are billed.
Tax and penalty responsibility The tax owed is theirs. Who covers penalties from late or wrong info.
Software and data access The platform you use and what it can see.
Term and termination How either side can end the engagement.
Have your attorney or insurer review your letter before you use it.
Send it
Subject: Your sales tax review results and next steps
Hi [Client first name],
We finished your sales tax review. You currently need to collect and file in [number] states: [states].
We recommend registering in [states], setting up ongoing filing, and [if needed: resolving prior periods through a voluntary disclosure]. Our fee is [amount] for setup and [amount] per month for ongoing compliance.
The proposal and engagement letter are attached. Sign and we'll start this week.
[Your name]
Playbooks are educational and not tax or legal advice.