Whether you are a small company implementing a tax engine for the first time or a Fortune 100 company with a global footprint, we can partner with you for a successful implementation. As a recognized implementation and solutions partner with the leading tax providers, we can help you cut through the learning curve and get to the finish line in less time and at a lower cost.
Click on each Step to see sample deliverables
We start with workshops to identify your business event triggers and resulting tax obligations. This may include your nexus, filing requirements, tax decision complexities, customer and product/service taxability. Then we look at your ERP processes, configuration and data to understand how your source system would trigger the tax events and interact with the tax system. We may also conduct a transaction analysis for a sample period to understand the business transactions and how they would be automated with the new tax system.
During blueprinting, we determine how the business processes and data will be harnessed to make automated tax decisions and facilitate reporting. Documentation may be presented in narrative, flow diagram, and matrix formats to provide a comprehensive picture of how the system will function to accomplish the tax requirements. Configuration specifications, development technical specifications and master data recommendations may also be documented during this phase.
During this phase, the system integration is built based on the approved design. The tax software is installed and configured, the user exits are coded, the master data is updated and ERP enhancements are built.
Multiple rounds of testing are typically conducted to test the system integration and data setups. Unit, integration, user acceptance, regression and stress are common types of testing. Testing may also occur over multiple test environments.
Training is best provided throughout the course of the project, but a final round of training may be delivered to prepare end-users for maintaining and supporting the system once we have deployed. Training may take many forms and can be delivered to a small group within the tax department, dozens of A/P processors or hundreds of requisitioners in the field.