Presenter: Diane Yetter

Format: Download MP4 video of presentation slides and audio

Automating a transaction tax system is a significant investment for a company and systems can be automated in limitless ways. In this session, sales tax expert Diane Yetter will teach you about the various solutions that are available, best practices and processes to improve the success of an automation project and realize expected returns on the investment. You will learn who are the right team members, plan for the expected timeline of the project, and leverage best practices across all phases of the tax system selection and implementation. Real-world examples will be provided illustrating what can happen when best practices are not applied. Attend this session to: Gain knowledge about each step in a transaction tax system implementation; Learn about different types of tax automation solutions for sales and purchasing; Discover best practices and the implications of not following them; Understand the roles and responsibilities of the team members that should be involved.