a unique sales and use tax accrual and audit solution
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DTS Copyright © 2016. All Rights Reserved.Proprietary & Confidential
Smarter Use Tax Automation
TaxView™ Express
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AutomationTime Cost
Resources
The Dilemma – Are Use Taxes Getting You Down?
Tax complexityDecentralized procurementVendor issuesInsufficient controlsLack of timeAudit Risks
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A packaged solution perfect for small and mid-sized companies and built to be:
• Simple• Accurate• Cost Effective
Use Tax Accrual and Audit Solution
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Simple
Standardized template helps you easily import transaction data from any source system
Proprietary technology that efficiently guides you from data import, through monthly audit and accrual preparations, to seeing your results
More than 30 standard, 1-click reports allow you to easily view all transactions and tax data in one place
FullyHosted
SmartTemplate
ExpressManager
ReportViewer
Cloud-based software that doesn’t require significant IT support or any additional hardware
5Proprietary & Confidential
Proprietary technology that guides you through defining situsing and tax rules to ensure they achieve expected results
A multi-dimensional rule structure, with separate situsing and tax policy rules simplifies and improves tax accuracy
TaxView Express utilizes CCH’s tax rates and content which are both updated on a monthly basis
Flexible rules can be built using:1. GL Account2. GL Account + Vendor,3. GL Account + Vendor + Line Description
AccurateRules Structure
RuleBuilder
CCH Rates &Tax Content
Tri-level Tax Policy Rules
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No Integration
Fast & Easy Setup
Lower Cost of Ownership
Refund Center
You can be fully functional within 1 to 2 weeks (from the first data import)
Our simple import capability eliminates the need for costly programming to integrate to your financial systems
Reasonable setup and ongoing fees are typically far less than all other software solutions
A unique, online process which allows you to build and track your own refund claims
Cost Effective
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Benefits of TaxView Express
Pay the right amount of tax each month!
Save time & money
Get money back from vendors
Limit audit risks
Keep up with tax law changes
Have a repeatable and documentable compliance process
Not only will you be in full control, you’ll….
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5 Simple Steps to Get Started
1 2 3 4 5
Review and Execute
Agreement
Review Data Smart
Template
Extract Data & Send to LBMC
Receive Training
Review/Approve Rules and Begin
Production
9Proprietary & Confidential
A unique sales and use Tax Accrual and Audit Solution
Rhonda [email protected]
Brian [email protected]
For more information, please contact: