Sales and use tax automation
Sales and use tax automation uses technology to support accurate, efficient compliance with transaction-based tax obligations. It applies real-time rates and rules, reduces manual effort and helps organizations manage changing state and local requirements with more confidence.
Why sales and use tax automation matters
Businesses operating across multiple jurisdictions face thousands of varying rates, product taxability rules and filing obligations. Managing compliance manually can introduce errors, create audit exposure and strain internal teams. Automation simplifies these responsibilities, supports more consistent reporting and frees personnel to focus on higher-value work.
What we help you do
- Calculate sales and use tax accurately using updated rules and taxability logic.
- Improve audit readiness and reporting quality.
- Reduce manual data entry and compliance workloads.
- Integrate tax engines with enterprise resource planning (ERP) and point of sale (POS) systems for end-to-end automation.
- Establish scalable, repeatable tax compliance processes.
- Strengthen internal controls around transaction tax determination and filings.
How sales and use tax automation helps your organization
- Reduces your compliance burden and manual workloads
- Improves calculation accuracy and mitigates audit risk
- Enhances visibility into obligations across jurisdictions
- Builds scalable processes that support business growth
- Creates more confidence in tax determinations and reporting
Common scenarios in which sales and use tax automation adds value
- Expanding to new states or channels that create new nexus or filing obligations
- Struggling with accuracy due to manual processes or outdated rate tables
- Preparing for or responding to audit activity
- Implementing or upgrading ERP or POS systems that require tax automation
- Managing high-volume transactions that exceed existing compliance capacity
What we do
- Evaluate your current transaction tax environment and identify improvement opportunities.
- Recommend appropriate automation technology and tax engines.
- Configure rules, taxability, rates and workflows for your business operations.
- Integrate systems with ERP, POS and related applications.
- Conduct structured testing to validate accuracy and system performance.
- Deliver training and transition support to encourage long-term adoption.
How we work with you
Our state and local tax professionals begin with a detailed assessment of your processes, systems and compliance needs. From there, we guide selection of automation software, configure the solution to align with your business requirements, and integrate it with your ERP or POS infrastructure. We follow a structured implementation and testing approach, then provide training to support adoption and continuous improvement.
Who we serve
- Organizations with multistate compliance requirements
- Companies expanding product lines, markets or business models
- Businesses implementing or optimizing ERP or POS systems
- Tax and finance teams seeking greater accuracy and efficiency
Our transaction tax automation services support the technology and systems that enable accurate compliance for sales and use tax and value-added tax (VAT).
Intangible assets can create nexus in unexpected places. Is your company collecting and remitting the proper sales tax?
As your company expands product lines, enters new markets and engages in acquisitions and restructurings, an enterprise nexus study will help determine your nexus risk and opportunities.
We manage high-volume filings across multiple jurisdictions using technology-enabled processes. Our team prepares and files returns accurately and on time, reducing your internal compliance burden.
We assess your transaction tax workflows to identify gaps, inefficiencies and risk. Our process review outlines practical improvements and helps align processes with your automation tools.
We support ERP integration for Microsoft Dynamics and NetSuite to enable accurate transaction tax calculation. Our team designs and configures connections between your ERP and tax engine to streamline data flow and improve compliance.
Frequently asked questions (FAQ)
What is a transaction tax?
A transaction tax is a tax imposed on a specific transaction, such as the sale or use of goods or services.
What are examples of transaction taxes?
Common examples include sales tax, sellers use tax, consumer use tax and VAT.
What is transaction tax automation?
Transaction tax automation uses technology to support the calculation and reporting of transaction-based taxes and comply with applicable requirements. It automates key steps across the tax lifecycle to reduce manual effort, improve accuracy and help businesses manage compliance as tax rules change.
What is sales and use tax automation?
Sales tax automation uses software to manage sales and use tax requirements, from determining taxability and calculating rates to filing returns and remitting tax to the appropriate jurisdictions.
How does transaction tax automation relate to sales and use tax automation?
Transaction tax automation is a broader category that includes sales and use tax automation and, when applicable, VAT automation. While sales and use tax automation focuses on U.S. state and local requirements, transaction tax automation encompasses the technology and systems that enable accurate compliance across all types of transaction taxes.
What is tax automation?
Tax automation uses technology to streamline tax-related processes—including calculation, reporting and compliance—to improve accuracy and efficiency.
Sales and use tax automation insights
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