Sales Tax Automation

We help businesses automate sales tax determination, reporting and compliance

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

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

U.S. sales tax rates and requirements vary by state, which creates layers of complexity for companies doing business with customers online and across the country. Automation enables tax departments to manage every step of the sales tax reporting and compliance process more efficiently and accurately—and lower their costs.  

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. 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.  

 

How BDO Can Help

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Improve Accuracy

Systematically manage complex tax calculations and research and maintain up-to-date tax rates and information on associated taxing authorities. 

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Boost Efficiency

Simplify processes like calculations, collections, reporting and remittance through automation and process reengineering. 

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Reduce Risk

Diagnose risk exposure and significantly reduce the risk of adverse sales/use tax audits by streamlining compliance with sales tax automation software.

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Lower Costs

Guard against overpayments of tax to vendors and taxing authorities and avoid costly penalties for noncompliance.  

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Generate Insights

Harness sales/use tax data and integrate with other tax and financial information to get your total tax and finance picture.

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Redeploy Resources

Create opportunities to generate profit by reallocating tax resources to more value-added activities throughout the tax function and the overall business.

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 sales tax automation. 

Assess current systems, analyze issues and pain points and set strategic goals. 

Design a future-state model, select software and develop a project plan and implementation approach.

Execute software configuration following the agreed-upon design plan and project roadmap. 

Run test scenarios to confirm successful implementation and resolve any issues. 

Deliver trainings to internal staff and provide clear guidelines and procedures to enable long-term success. 

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 Sales 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.