Navigate financial transactions with ease
Regulatory authorities have embraced technology and digital transformation to better monitor financial transactions. With this investment came a greater demand for speed and transparency to ensure proper tax amounts were being assessed and remitted by financial institutions. Financial service companies have unique circumstances to navigate, as customers can reside in any location and conduct business with them electronically. You need to monitor every transaction where you are legally obligated to collect taxes to ensure compliance.
TaxDo simplifies tax for financial services:
Monitor global transactions
Track each transaction and apply the correct tax or required documentation
Report in real-time
Generate and transmit reports to regulatory authorities in real time
Provide greater transparency
Produce full transaction histories on demand
Automate regulatory updates
Receive the latest regulatory guidance as it happens
Strengthen audit defense
Provide accurate, detailed documentation for every transaction
Execute multi-jurisdictional transactions
Apply the correct tax at every point, across all affected jurisdictions.
Solve it all with TaxDo
Sales & Use Tax
- Tax determination
- Exemption certificate management
- Tax reporting
- Filing
Tax & Regulatory Reporting
- Tax information reporting
- Unclaimed property
- Insurance Statutory reporting
Shipping Compliance
- Direct shipping
- 3-Tier distribution compliance
- Carrier compliance