Whether you're a founder juggling multiple priorities, an accountant struggling to scale growth, or a controller keeping everything compliant, here's your quick checklist to stay on track this month.

Week of February 3-7

Reconcile January sales data

• Pull January transaction reports from Shopify, Stripe, or another ecommerce platform.

• Cross-check what you collected vs. what you actually owe by state.

• Flag any discrepancies now – don't wait until filing week.

Review nexus status

• Did you trigger economic nexus in any new states last month?

• Check sales thresholds: they change frequently.

• If you crossed a threshold, you'll need to register before you can file.

Week of February 10-14

Prepare for monthly filing deadlines

• Monthly filers: returns are typically due February 20th.

• Gather state login credentials (yes, all 30+ portals if you're filing manually).

• Double-check that January tax collected is sitting in your bank account.

Handle state notices

• Respond to any nexus questionnaires or compliance letters from January.
  ⚠️ States move faster than you think: ignoring a notice leads to penalties.

Week of February 17-21

File monthly returns

• If you're filing in 10+ states and doing it manually, set aside 2-3 days. 

• Don't forget local jurisdictions. 

• Keep copies of confirmation numbers for every filing.

Review exemption certificates

• For B2B SaaS companies: make sure exempt customer certificates are current.

• Expired certificates mean you should have been collecting tax.

Week of February 24-28

Prep for Q1 quarterly filings (due in April)

• Quarterly filers: start organizing Q1 data now.
  You'll thank yourself in six weeks when April arrives!

Audit your process

• How much time did you just spend on tax compliance?

• If the answer is "too much," it might be time for a different approach.

There’s Definitely a Better Way…

If reading this checklist made you tired, you're not alone. The average business filing in 15+ states spends 2-3 days per month on manual sales tax compliance. That's 30+ days per year on administrative work that doesn't do anything to grow your business.

Automation isn't just about saving time. When it comes to sales tax calculation, compliance, and filing, Kintsugi delivers accuracy and peace of mind in the knowledge that you won't get blindsided by a state notice.

Need help getting this off your plate? Talk to our team about how Kintsugi handles registrations, nexus monitoring, filing, and everything in between—so you can spend February building your business instead of filling out tax forms.