DSTax Consulting

Menu

Tax Automation

Many businesses use third-party tax software to manage tax compliance, audits and reporting. With changing tax laws and complex reporting requirements, this software can give you great peace of mind. Tax automation can reduce risks associated with incorrect tax calculation...

Our Tax Software Integration Specialties Include:

Analysis of current business systems and opportunities for integration to improve efficiency

System integration and user training. We customize our training and documentation to meet your specific needs

Design and implementation of steady state processes required for seamless updates as business changes occur during use

Project and change management

Functional and technical design

One of the biggest benefits of transaction tax systems is integration with current business processes so everything works together smoothly. This improves efficiency and ensures greater accuracy in tax reporting and payments. We have experience with all aspects of integration from various ERP systems to custom mergers with web-based storefronts and mainframe systems.

Business Case/ROI Analysis

Considering a new tax system implementation but uncertain if the project will yield a positive return on investment? We can help you build an objective business case to weigh savings opportunities (both monetary and process efficiency improvements) against estimated implementation costs (both internal and external).

An ROI analysis can be prepared at a minimal cost, allowing you to make an educated decision about the validity of investing your resources in a new tax system implementation.

Tax Software Evaluation & Selection

Navigating the software selection process can be challenging. DSTax can help you define an objective set of criteria upon which software options can be evaluated.
The complicated taxation landscape means it is vital to consider all aspects of tax laws as they relate to your company and your specific industry. In addition to meeting tax requirements there are other important factors to consider. Some of these include the ease with which a new system will integrate with your existing business systems, support for existing IT infrastructure standards and cost to benefit analysis.
We have extensive experience helping clients evaluate software options for transaction tax systems, exemption certificate management and address validation processes. We’ll help you make an accurate comparison and select the option that will best serve your business.

 

Relative service

Tax services

Custom Applications

Some companies have unique business requirements that are unmet by available standard tax automation packages. DSTax is proficient in creating custom tools and middleware applications to bridge these gaps. Previously built applications include as below.

Sales and Use Tax Compliance Outsourcing

Maybe you are a growing company without an internal tax department. Maybe you had a great sales tax analyst who just left the company. Maybe your existing tax analyst can add more value on other tasks. Maybe you just don’t want to be bothered with sales and use tax returns.

Tax Advisory

Audit Defense

Departments of Revenue routinely conducts audits to ensure proper payment of state taxes. With budgets stretched tight, there is often pressure for auditors to be especially strict during the auditing process in order to generate more revenue. We understand the importance of a properly conducted and defended audit.

Business Case/ROI Analysis

Departments of Revenue routinely conducts audits to ensure proper payment of state taxes. With budgets stretched tight, there is often pressure for auditors to be especially strict during the auditing process in order to generate more revenue. We understand the importance of a properly conducted and defended audit.

Exemption Certificate Management Services

Some companies have banker boxes filled with paper copies of their customers’ exemption certificates while other companies may not have certificate copies of any kind. DSTax can help companies organize existing certificates and extract the relevant information to load into your tax engine.DSTax can also conduct mass email/mailing campaigns to all of your customers requesting them to provide all of their relevant certificates.

Nexus Studies

Companies used to worry about physical contact with a state to determine if they had a sales tax filling obligation. If you didn’t have property or employees in the state, you may have been available to avoid nexus. Wayfair changed everything. The door is now wide open for states to enact marketplace fairness thresholds requiring you to register. These laws are changing frequently due to the recency of the court case. DSTax can analyze your business and determine where you have nexus from either economic or physical activity.

Sales and Use Tax Registration Services

Once you know where you should be registered, DSTax can assist you with registering in the applicable states. We provide you with a single information request and register your company in all states based on this information. We understand the root purpose of the questions being asked during the registration process and can answer them accordingly

Tax Research

Some industries are more complicated than others when determining whether goods and services are taxable or exempt. Emerging technologies such as SaaS and cloud computing can be defined differently in different states. If you are a direct mail provider, you may have found you now have tax collection liabilities across the country and need to know how each of your service lines should be taxed in each state. While tax engines provide you with the tools to properly calculate taxes, their canned content may not always meet your needs. Allow DSTax to perform custom research that is current and aligns with your companies’ offerings.

Voluntary Disclosure Agreements

If you established sales and use tax nexus years ago, but never registered to collect taxes or filed returns, state authorities are not limited by the statute of limitations and can aggressively pursue your company for prior years. By coming forward voluntarily under voluntary disclosure agreements, states agree to limit their lookback to their statute of limitations and waive penalties.

Tax Automation

Tax Engine Implementation

Many businesses use third-party tax software to manage tax compliance, audits and reporting. With changing tax laws and complex reporting requirements, this software can give you great peace of mind. Tax automation can reduce risks associated with incorrect tax calculation, eliminate improper reporting and provide better visibility of the tax liabilities you are incurring. Whether you’re implementing new software or want to learn how to use your current system more effectively, we have the expertise and knowledge to ensure you’re getting the most value from your investment.

Tax Software Evaluation and Selection

Navigating the software selection process can be challenging. DSTax can help you define an objective set of criteria upon which software options can be evaluated. The complicated taxation landscape means it is vital to consider all aspects of tax laws as they relate to your company and your specific industry. In addition to meeting tax requirements there are other important factors to consider. Some of these include the ease with which a new system will integrate with your existing business systems, support for existing IT infrastructure standards and cost to benefit analysis.

Ready to get started? Get in touch

Contact us find more information

Contact us