Managing and paying your sales tax obligations is a complex process and its intricacies continue to evolve since the South Dakota v. Wayfair, Inc. Supreme Court ruling, which broadly widened the sales tax compliance requirements. Staying compliant with these constantly changing rules, rates, and deadlines across the jurisdictions where you operate or sell products and services can be frustratingly challenging and hinder day-to-day operations and growth.
Avoid costly penalties and other noncompliance-related risks through a customized sales tax assessment that strategically focuses to leverage automation—helping you move away from laborious manual data entry, sales tax filings, and other challenges.
Our professionals can assess your current and future sales tax compliance process and automation requirements; identify a scalable technology solution to automate the sales tax collection and filing processes; and configure sales tax technology for growth, new accounting systems, and other unexpected changes—helping you get the most from your sales tax-related automation investment.
Enhance Your Tax Filing from Assessment to Automation
Comprehensive assessments focus on the sales tax reporting burden—considering factors such as nexus, taxability of products or services, and automation requirements—as well as your current sales tax compliance procedures.
Leveraging this baseline, our professionals then can help you strategically navigate the technology marketplace to select an appropriate sales tax software to meet your needs and goals.
Selecting and implementing the sales tax software system suited to your unique needs—and that can seamlessly integrate into your business systems—incorporates a range of factors, such as:
- Tangible goods versus services
- Transaction locations
- Brick-and-mortar shop versus e-commerce
- Sales channel types and numbers
- Necessary tax codes for revenue mapping
- Customer exemptions
- Special calculation requirements
- Ability to automate both sales and use tax calculation
- Scalability to add additional entities and revenue streams in the future
Sales tax assessment could especially benefit your business if you face the following scenarios:
- Early stages of sales tax compliance journey
- Considering transitioning from manual sales tax compliance to automation
- Changing enterprise resource planning (ERP) or e-commerce systems
- Acquiring new entities with potential for filing requirements in additional jurisdictions
How the Process Works
Confidently navigate your automation process with end-to-end support from our professionals including:
- Tax Assessment. Evaluate your sales tax obligations incorporating automation needs.
- Technology Evaluation. Assess various software options to determine which sales tax engine aligns with your requirements.
- Implementation. Integrate product with your business systems.
- Acceptance Testing. Conduct test cases to verify product operates as desired.
- Staff Training. Educate necessary team members on product use to provide foundation for long-term success.