Tax experts as everyone here no doubt is aware this WayFair vs. South Dakota case is beginning to change a lot. Currently my company meets the threshold where we must charge at a minimum State tax in California because we've crossed their economic threshold. However we are only liable to collect county, city etc type tax on districts where shipped over 100K into that district. Also apparently shipping is not taxable so just curious how people are handing things. First, I'm looking for the best approach to create a saved search to isolate the districts where we shipped over 100K I'm not clear how to do this as the tax groups aren't part of an invoice. Would I export invoice data and tax group data to excel and do some VLOOKUP

NS Tax Expert here...you don't have many options. All roads lead to a Third Party Tax Provider