Your sales tax workflow is only as clean as the reporting input behind it.
Most filing problems start upstream. Reports arrive late, direct and marketplace sales are mixed together, the wrong period is exported, or the team is rebuilding the same manual mapping every month.
- Reduce spreadsheet cleanup before filing review
- Separate direct-channel and marketplace reporting more clearly
- Normalize repeatable source data for recurring filing periods
- Keep account owners, finance, and external firms on the same version of the numbers