Tax CSA implements, recalibrates, and supports tax platforms including sales and use tax calculation engines, returns filing platforms, exemption certificate management, and W-9 / 1099. From choosing the right platform to getting more from the one you already have, we help companies build a tax technology foundation that holds up as their business grows. One dedicated point of contact. White-glove service the whole way.
Finding the right tax technology starts with understanding your business and not a vendor's sales pitch. Tax CSA evaluates your operations, systems, goals, budget, and compliance requirements to identify the solution that actually fits. If manual processes are inefficient and creating challenges, we help you find the right path to automation.
Implementing tax technology is complex, and the configuration decisions made early have long-term consequences. Tax CSA guides your implementation from planning through go-live with the expertise to set up your system correctly from the start. We partner with all major platforms, manage integrations, and provide hands-on support throughout the process to ensure a successful implementation.
Already live but not confident your setup is right? Tax CSA's Health Check service reviews your existing settings for tax calculation, returns and exemptions — to identify areas for improvement. We verify that your system is calculating correctly, address open questions, and provide targeted training to close any knowledge gaps on your team.
A system that's configured correctly on day one can drift as your business changes. Tax CSA reviews your system landscape and transaction workflows to ensure every tax touchpoint is properly set up and calculating as expected, helping identify issues before they impact compliance.
Accurate tax calculation starts with accurate tax code assignments. If your products or services are mapped to the wrong codes, your system may not calculate as expected. Tax CSA reviews your existing mappings, identifies miscoded items, and recommends tax codes that better align with your products, service and taxability requirements across the jurisdictions where you do business.
Give your team the knowledge and confidence to manage tax technology and compliance effectively. Sessions cover everything from Sales and Use Tax 101 and nexus fundamentals to exemption certificate best practices, drop shipments, and tax technology platform-specific system training. Tailored to your team's actual gaps, not a generic curriculum.
Sales tax doesn't stop when a project ends. Tax CSA's US-based team provides ongoing support for system implementations, exemption certificate management, nexus monitoring, registrations, state filings, tax notices, and the compliance questions that come up along the way. One consistent point of contact who knows your business.
Every engagement starts with a discovery call to understand your situation and make sure we're the right fit. From there, we define the scope together, assign a dedicated experienced point of contact, and stay closely involved from kickoff through everything that follows. White-glove service isn't a promise we make; it's a standard we live by. Our approach is built around expertise, responsiveness and being a trusted partner throughout every step of the process.