Key takeaways
- LumaTax joins Taxually: The acquisition strengthens Taxually’s global portfolio with advanced U.S. sales and use tax (SUT) automation technology.
- Comprehensive tax compliance: Together, Taxually and LumaTax offer an end-to-end solution covering both VAT and SUT for enterprises and e-commerce sellers worldwide.
- Shared mission and expertise: The partnership unites two teams committed to innovation, accuracy, and making global tax compliance easier for every business.
In short: LumaTax, a California-based sales and use tax (SUT) automation company founded by Robert Schulte in 2016, has joined Taxually. The LumaTax acquisition combines Taxually’s VAT compliance with LumaTax’s SUT software. Clients get one solution for VAT and US sales and use tax.
Taxually is pleased to announce that California-based LumaTax has joined our family of enterprise-grade automated tax software solutions. For a closer look, see Introducing Taxually’s 360-Degree Sales Tax Solutions.
This acquisition helps us grow faster worldwide in both the enterprise and e-commerce segments. It also expands our leading indirect tax product suite. The result is a complete tax compliance solution for our combined global client base. For a real-world example, read our Gelato case study.
Over the years, LumaTax has built an enviable reputation as a pioneer in sales and use tax (SUT) automation. It supports enterprises and leading accounting practices across the United States and around the world.
Robert Schulte founded LumaTax in 2016. He understood the growing role of technology in helping clients meet their sales and use tax obligations. He previously co-founded Taxcient, a sales and use tax software company, and served as Senior Tax Auditor for the State of California. He brings an unparalleled level of expertise to LumaTax and now to Taxually.
Mike Glover, Taxually Chairman, said of the partnership:
“LumaTax and their team share the same values as us; to provide their customers with industry-leading technology supported by deep tax expertise which is focused on making tax compliance easy. Integrating LumaTax’s service offering into our wider Taxually portfolio allows us to provide a truly global VAT and sales and use tax solution to our combined client base.”
What does LumaTax offer, looking to the future?
LumaTax offers efficient, scalable and cost-effective sales and use tax software for US businesses. US sales and use tax obligations have grown more complex in recent years. Tax authorities now look ever more closely at companies’ tax affairs.
This has led clients to look for efficient, scalable, and cost-effective tax solutions. LumaTax is one provider that has risen to the challenge.
LumaTax enables businesses to:
- Fully understand their sales and use tax filing and remittance obligations across the whole of the United States within just a few minutes.
- Apply for multi-state registrations online.
- Automate the consolidation, clean-up, and review of transaction data.
- Quickly and seamlessly prepare and file SUT returns in any state.
- Reconcile their accounts.
What makes LumaTax different is its client-centered approach to sales and use tax. It aims to make the process as simple and stress-free as possible. In an ever-changing tax landscape, LumaTax also knows that great service depends on being able to evolve and adapt its technology. You can also read Mike Glover Interview: Achieving Indirect Tax Compliance Success.
Together, Taxually’s and LumaTax’s solutions give clients a complete service covering sales and use tax and VAT compliance. This makes it easier to manage taxes across many jurisdictions. It also helps clients stay compliant with tax laws wherever they do business. Read more in our guide: Founder Focus: Mike Glover.
What does this mean for Taxually and LumaTax customers?
Customers can manage VAT and US sales and use tax with one provider. That matters most for businesses that sell on both sides of the Atlantic.
- US returns: LumaTax generates ready-to-file returns from your sales data, with imports from sources such as Excel, Stripe and Amazon.
- Nexus analysis: LumaTax identifies where your business has physical or economic nexus, then helps with registration.
- Canada: LumaTax also covers Canadian sales tax filings, including GST/HST.
- VAT: Taxually continues to handle VAT registrations and returns.
Why has US sales tax become harder to manage?
Since 2018, US states can require sellers to collect sales tax without any physical presence in the state. This is known as economic nexus.
On 21 June 2018, the US Supreme Court decided South Dakota v. Wayfair. The ruling overturned the physical-presence rule from Quill Corp. v. North Dakota (1992). Each state then set its own thresholds.
For example, South Carolina applies economic nexus once a remote seller's sales into the state exceed $100,000 in the previous or current calendar year. That seller must then obtain a retail licence and remit sales tax.
Each state where you have nexus brings its own registration and returns. Our guide to economic nexus by state lists the thresholds.
To find out more about our services, head over to the LumaTax or Taxually websites. Alternatively, you can email us at hello@taxually.com.
How Taxually handles this
Taxually’s LumaTax runs a nexus analysis on your sales, helps you register in the states where you must collect, and prepares and files multi-state sales tax returns, including Canadian GST/HST. LumaTax is currently available to enterprises and accounting firms. For the full workflow, read how to automate US sales tax filing in every state.
Related guides
Frequently asked questions
What does the LumaTax acquisition mean for Taxually customers?
The addition of LumaTax strengthens Taxually’s position as a global leader in automated tax compliance. By combining LumaTax’s U.S. sales and use tax technology with Taxually’s VAT expertise, clients can now manage all indirect tax obligations — from U.S. SUT to global VAT — through one integrated solution.
What is LumaTax known for?
LumaTax is a U.S.-based sales and use tax automation platform founded by Robert Schulte in 2016. It’s known for simplifying complex SUT compliance by automating registration, data review, and filing across multiple states, helping enterprises and accounting firms save time and reduce errors.
How will LumaTax and Taxually work together?
By joining forces, LumaTax and Taxually offer businesses a complete tax compliance suite that supports both Sales and Use Tax and VAT. This partnership enables clients to handle tax filing, registration, and reporting across multiple jurisdictions quickly, accurately, and efficiently.
What is economic nexus in US sales tax?
Economic nexus means a state can require a seller to collect sales tax once its sales into that state pass a set threshold, even without a physical presence. It followed the 2018 South Dakota v. Wayfair ruling.
Does LumaTax cover Canadian sales tax?
Yes. Alongside US sales and use tax, LumaTax covers Canadian sales tax filings, including GST/HST.
