Built to answer the questions that matter for taxes fast: where nexus exists, what tax was collected, what is due next, whether filings are at risk, and what profit actually looks like.
Starter shell live
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Phase 1: tax readiness
Phase 2: reconciliations
Phase 3: accountant exports
Gross sales
—
Top-line before discounts / refunds
Net sales
—
Core sales number for ops
Tax collected
—
Collected sales tax across channels
COGS
—
Product cost baseline
Ad spend
—
Marketing cost pressure
Net profit
—
After core operating expenses
Priority alerts
Immediate build queue
Connect WooCommerce order + tax data
Load sales tax registration status by state
Import payment processor and bank statements
Reconcile payouts, refunds, and fees
Generate filing packs by state / period
Sales tax filings tracker
State
Status
Registration
Frequency
Next due
Amount due
Economic nexus tracker
Profit & loss snapshot
Line item
Amount
Data feed readiness
Feed
Status
Notes
Document intake
Drop or forward files into these workspace folders first:
incoming/bank-statements/
incoming/tax-notices/
Monthly processor statements / CSVs
State login / registration details
What this dashboard will own
Nexus state watchlist
Return prep status and deadlines
Collected vs owed tax tracking
Monthly close / P&L support
Audit support docs and exports
Current period
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This will become filterable by month / quarter / filing period as we wire real data.