Bloomberg BNA’s State Tax Nexus Tools – Chart Builder and Evaluator – are available for Corporate Income Tax, Sales & Use Tax, and Trust Nexus. Featuring a one-of-a-kind online database and report generator, these tools streamline research on state tax nexus and give users input on a wide variety of specific scenarios, all validated by state tax departments and citations to primary sources. The Chart Builder tool creates state-by-state comparative charts showing each state’s nexus policy. The Evaluator helps to determine if there is nexus in one or more states with a questionnaire about the types of activities being performed. Answers generate a detailed, client-ready report explaining each state’s nexus law and showing the nexus consequences of each.

For detailed information, including category descriptions, click Help on the Nexus Tools banner.

Bloomberg BNA Complimentary Training & Product Support800.372.1033, opt 5 // Mon–Fri, 8:00 am–8:00 pm // www.bna.com/training

1 Link to State Tax Nexus Tools in the Practice Tools frame on the State tab in the Tax and Accounting Center™.

2 Each type of nexus tool — Corporate Income Tax Nexus, Sales & Use Tax Nexus, and Trust Nexus — displays tabs for a New Evaluator and New Chart.

3 To access previously saved projects, click the Saved Projects tab and then either the Saved Evaluators or Saved Charts buttons.

Quick Reference CardState Tax Nexus Tools

Chart Builder

1 When beginning a new chart, identify the chart by giving it a name and optionally identifying the client. Make selections in the applicable sections.

Charts are automatically saved when you name the chart.

2 Click Complete Setup.

3 Click Export Chart to print or manipulate the data. The chart displays in Excel. To print, use the browser’s print function.

4 Click the Footnote arrow to view the linked footnotes.

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Evaluator 1 Click the New Evaluator

tab, name the project, and identify the client. Follow the numbered steps to make additional selections for Jurisdictions and Categories.

2 For descriptions of the Categories, click the Details icon .

3 Click Complete Setup.

4 Each category-specific screen displays a customized list of questions to be answered.

5 Click Save Answers to save the project.

6 The Category frame appears at the top of the page with a count of the number of answered questions vs. the total number of questions for each category. Use the drop-down menu to toggle among categories.

7 Export Questions/ Import Answers Answer the project categories questions in Excel, and then import them back into the Evaluator:

• Click Export Questions. Only files in the .xls (Excel 2003 and higher) or .xlsx (Excel 2007 and higher) versions will work. Only the answers can be changed in Excel. Note: changes to questionnaire answers from the imported Excel file will overwrite current answers in the project.

• In Excel, mark your answers with a single x character. Leave unanswered questions blank.

• The number of questions, jurisdictions, and categories must match the original export file in order to be imported. To add or remove states or categories, import your answers first, revise the project, and then export the file again to ensure any changes you make will not be lost.

• Click Import Answers and Browse to select the Excel file. The file names must match exactly.

• Click Continue. A status box shows the progress of the upload.

• Click Complete Import.

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8 Click Download Report to view the report as a Rich Text Format (RTF) document. Each selected state has a separate report. A pop-up window asks you to choose whether or not you wish to include footnote links in the report, and then choose whether or not you would like the footnotes to be linked.

9 Click Revise Evaluator to add or delete a Category or Jurisdiction. To print a spreadsheet or report, use the browser’s print function.

Bloomberg BNA Complimentary Training & Product Support800.372.1033, opt. 5 Mon–Fri, 8:00 am–8:00 pm

www.bna.com/trainingFor more information, please visit bna.com/tax

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