Instructions: Please type in the name of each state (or state abbreviation) that applies to each business activity factor in the questionnaire below. When complete, click the “send” button below the last question. Our tax team will review your submitted information and input your factors into our reporting software at their earliest opportunity. We will then contact you for our initial Nexus risk assessment and recommendations for any further actions to take.
There is no cost or obligation for the Nexus Risk Review.
The “Nexus Risk Review,” [“Nexus Report” or “Free Nexus Risk Review”] is not intended by DS&B, Ltd. to be used, and cannot be used, by a client or any other person or entity for the purpose of avoiding tax penalties that may be imposed on any taxpayer. Our risk assessment is based on information from Bloomberg BNA’s annual Survey of State Tax Departments, in which Bloomberg BNA asks an official from each state whether a particular activity performed within a state’s borders would, by itself, be sufficient to trigger income tax nexus and reporting and payment obligations. While the responses are generally indicative of each state’s policy, they should not be relied upon as legally binding policy statements.
DS&B, Ltd. will respond to your online submission with a Nexus Risk Review and by analyzing information you voluntarily submit via this online form; however, this does not constitute a business engagement with DS&B, Ltd. For any additional services, such as a “Nexus Study,” or tax advice, a separate engagement letter will be provided, should you choose to proceed further with additional services from DS&B, Ltd. The information discussed during the Nexus Risk Review is of a general nature and based on authorities that are subject to change. Readers are reminded that they should not consider the Nexus Risk Review to be a recommendation to undertake any tax position, nor consider the information contained therein to be complete.
Before any item or treatment is reported or excluded from reporting on tax returns, financial statements or any other document, for any reason, readers should thoroughly evaluate their specific facts and circumstances, and obtain the advice and assistance of qualified tax advisors.
The information discussed during your Nexus Risk Review, with a DS+B tax professional, may not continue to apply to your situation as a result of changing tax laws and associated authoritative literature, participants are reminded to consult with their tax or other professional advisors before determining if any information contained is applicable to their unique facts and circumstances.