Resource Library

Featured Downloads

Our most popular and comprehensive resources for tax technology excellence.

FEATURED

Tax Technology Risk Assessment Template

Comprehensive framework for evaluating current tax technology capabilities and identifying compliance gaps across all major ERP platforms.

42-page template Free Download

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POPULAR

ERP Tax Module Comparison Matrix

Objective comparison of tax capabilities across SAP, Oracle, NetSuite, and Dynamics 365 with vendor-agnostic scoring methodology.

28-page analysis Free Download

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ESSENTIAL

Compliance Readiness Checklist

Step-by-step validation framework ensuring tax compliance across multiple jurisdictions with system-specific implementation guidance.

15-page checklist Free Download

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Resource Categories

Organized by expertise area for efficient knowledge discovery.

Assessment Templates

12 Resources

Structured frameworks for evaluating tax technology capabilities, compliance gaps, and improvement priorities.

Risk Assessment Framework
Capability Maturity Model
ROI Calculation Templates

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Compliance Checklists

18 Resources

Comprehensive validation frameworks covering major regulatory requirements with platform-specific guidance.

Multi-Jurisdiction Compliance
Audit Readiness Validation
System Configuration Checks

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Vendor Evaluation

9 Resources

Objective criteria and methodologies for comparing tax technology solutions without vendor bias.

RFP Template Library
Scoring Methodologies
Due Diligence Frameworks

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Implementation

15 Resources

Step-by-step guidance for tax module deployments, data migration, and compliance validation processes.

Project Planning Templates
Data Migration Strategies
Testing & Validation Protocols

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Regulatory Updates

24 Resources

Timely summaries translating complex compliance changes into actionable system requirements.

2025 Tax Law Changes
Implementation Timelines
System Impact Analysis

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Industry Specific

21 Resources

Specialized guidance for manufacturing, retail, healthcare, and financial services tax requirements.

Manufacturing Tax Complexities
Retail Sales Tax Automation
Financial Services Compliance

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All Resources

Browse our complete library of tax technology resources.

Showing 99 resources

Assessment SAP

SAP Tax Configuration Assessment

Comprehensive evaluation framework for SAP tax module configurations and compliance readiness.

24 pages • PDF Download

Compliance Oracle

Oracle E-Business Tax Compliance Guide

Step-by-step compliance validation for Oracle E-Business Suite tax configurations.

18 pages • PDF Download

Vendor Platform Agnostic

Tax Technology Vendor RFP Template

Comprehensive RFP template for evaluating tax technology vendors objectively.

32 pages • Word Download

Implementation NetSuite

NetSuite Tax Engine Implementation

Complete implementation guide for NetSuite tax engine configuration and testing.

28 pages • PDF Download

Regulatory All Platforms

2025 Tax Compliance Changes Summary

Executive summary of key tax law changes affecting ERP system configurations in 2025.

12 pages • PDF Download

Assessment Dynamics 365

Dynamics 365 Tax Capability Assessment

Evaluation framework for Microsoft Dynamics 365 tax functionality and compliance features.

20 pages • PDF Download