What is NOT a required data point for setting up sales tax for a client doing business only in their home state?

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In setting up sales tax for a client who conducts business solely within their home state, the focus is on the regulatory and compliance aspects necessary for tax collection and reporting. The correct answer is the marketing plan, as it does not pertain to the legal requirements or operational logistics of sales tax setup.

The required data points for establishing sales tax typically include the company address, as this determines the location-specific tax rates and obligations, and information on the frequency of tax filings, which is dictated by state law or the size of the business. Additionally, knowing when they started collecting sales tax is vital for compliance purposes, especially for accurately calculating and reporting the tax owed for different periods.

The marketing plan, however, does not influence the sales tax setup. While it may inform the risk assessment and business strategy, it does not provide any legal or compliance-related information necessary for the correct management of sales tax.

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