CorpSystem® Sales Tax Evaluation Services

CCH Evaluation Services will help you assess your company’s tax compliance processes to improve efficiency, so you can make the most of your time and resources. We will review and examine the accuracy and effectiveness of your practices and methodologies to see if your current sales and use tax processes and systems are functioning in a way that supports consistent compliance. We will make suggestions and leave you with our findings, as well as a plan to help you make the best decisions for the future.

Take a good look at your firm to refine your processes. Contact us today — we’ll get you there.

Our Evaluation Services offering is a consulting service, designed to conduct a review of your organization's transactional tax "footprint" that includes an analysis of:

• Internal nexus definitions.
• Sales and use tax registration and the associated compliance requirements.
• Audit activity and procedures related to management of assessments and follow-up on corrective solutions.
• Product lines, including services and the processes used to define and maintain taxability rules.
• Customer claims for exemption and the management of these processes.

This information is gathered through questionnaires and interviews with a variety of personnel who are directly and indirectly responsible for sales and use tax compliance. This can include meetings with people from various departments within the organization, such as:

• Tax department
• Customer services
• Accounts payable
• Accounting
• Finance
• Information technology (if a third party system is integrated with financial systems)

Upon completion of our review and analysis, we present our findings, which include applicable benchmarks and recommendations.

The process we follow is methodical and investigative.
We start with an evaluation that will review and analyze your organization's sales and use tax compliance processes as well as the software tools used to support the collection, remittance and audit defense strategies. This evaluation focuses on pain points identified by the organization and provides information related to potential refund/recovery opportunities.

Who needs the Evaluation Service?—If your organization is considering the benefits of implementing a third party tax system, then we can help you to review and evaluate system/solutions that are available as well as provide information needed to develop a total cost of ownership related to the implementation of a third party tax system.

Benefits — The Evaluation Service provides your company with the basic tools necessary to determine how to resolve existing tax compliance and processing inefficiencies. We will assist with the planning process related to the implementation of new, or improved, tax systems and methodologies.

After our analysis of the day-to-day business operations that impact sales and use tax liabilities, we will provide feedback relative to strengths and weaknesses of the systems that make up this process and recommend improvements and efficiencies to current processes and/or software tools deployed to support the business activities.

Time frame — Generally, the evaluation service takes one to two weeks to complete, depending on the complexity of the company and your unique tax requirements. This includes the review, analysis and formal presentation of findings and recommendations.

When the evaluation is over you will get the following:

• Completed questionnaires for management review.
• Documented tax compliance requirements.
• Presentation of findings and recommendations, which includes documentation of our review and analysis of the current transaction tax landscape.

Take a good look at your firm to refine your processes. Contact us today

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.