Indirect Tax Automation

We help businesses improve efficiency, increase productivity, and streamline the indirect tax function

Boost accuracy and efficiency while reducing risk and costs of doing business

The simplest way to manage complex and tedious indirect tax processes is to automate them. 

U.S. sales and use tax, and other indirect tax rates and requirements vary by state, which creates layers of complexity for companies doing business with customers online and across the country. Globally, value-added tax (VAT) and goods-and-services tax (GST) have complex tax determination, calculation, and reporting requirements. Indirect tax automation enables tax departments to manage every step of the reporting and compliance process more efficiently and accurately — and at the same time lower their costs.  

Bringing together tax, digital, and change management professionals, we work with you to enhance the efficiency and effectiveness of the tax department with minimal disruption to your day-to-day.

Indirect Taxes We Automate

  • Sales tax
  • Seller’s use tax
  • Consumer’s use tax
  • Gross receipts tax
  • VAT/GST
  • Utility tax
  • Motor fuel excise tax
  • Telecommunications tax
  • Regulatory recovery fees
  • Food and beverage tax
  • Lease tax

Spotlight on Sales Tax Automation

From analyzing requirements and determining taxability to organizing source data and tax calculations, BDO helps you streamline every step of the sales tax process. We take a holistic approach, designing customized sales tax automation systems that integrate third-party tax software with your ERP and e-commerce platforms. 

 

How BDO Can Help

Capabilities

We implement third-party tax software systems that provide calculations, U.S. domestic and VAT compliance, and exemption certificate management. Our team members are certified implementers of major third-party indirect tax systems. 

We design the best-fit solution, whether it’s a real-time solution that works automatically at the time of your sales and purchase, or an offline batch solution that requires less up-front setup but provides considerable value. 

We conduct diagnostic reviews of your current systems and recommend potential upgrades, maintenance timelines, and/or custom solutions.

We deliver strategic and technical solutions to internal staff through trainings and ongoing communications on tax and compliance systems. We implement clear procedures and guidelines to mitigate business disruptions and help ensure long-term success. 

We build custom reports, including data custody for audit support. We help design and document processes, organize source data and tax calculations, and enhance the use of technology for more accurate, timely, and transparent compliance reporting.

We develop solutions that are pivotal in converting raw data into valuable insights by retrieving data from various sources, refining it to ensure consistency and accuracy, and finally storing it in a structured repository for analysis and reporting.

We create dashboards of your indirect tax data to identify areas of exposure and provide transparency to the data to identify anomalies and errors in the compliance data.

We review your current indirect tax processes and provide recommendations for improvement. 

The BDO Difference

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Hands-on Senior Professionals 

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Tailored Approach 

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Open, Proactive Communication 

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Security Focus 

The BDO Approach

We take a project management-based approach to indirect tax automation.

Project Approach graphic.

State & Local Tax Case Studies

State & Local Tax Insights

  • Industry
  • Asset Management
  • Auto Dealerships
  • Financial Institutions & Specialty Finance
  • Gaming & Leisure
  • Government & Public Sector
  • Healthcare
  • Insurance
  • Life Sciences
  • Manufacturing
  • Natural Resources
  • Nonprofit & Education
  • Private Equity
  • Professional Services
  • Real Estate & Construction
  • Restaurants
  • Retail & Consumer Products
  • Technology

Stay current with our latest state & local tax insights.

Meet Our Indirect Tax Automation Leader

Do work that matters, where you matter.

At BDO, you can do much more than fulfill your career ambitions — here, you can explore your full potential. That’s because we’re committed to helping our employees achieve on both personal and professional levels.